Category: Dynamics 365 ERP

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Learn More About Customizations Part 1: Why, When, and What to Look For

Sometimes, none of the application options available in the marketplace, are sufficient to meet a company’s needs or support a specific process. In this case, the customer may need to consider a customization. Today’s Enterprise Resource Planning (ERP) systems offer the user countless features and functionality. ERP’s provide increased processing efficiency and data capture, greater…
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Learn More About Automate Field Service Operations with Dynamics 365

“There aren’t enough hours in the day.” If you lead a field service operations team, you’ve probably heard that phrase often enough that you’re sick of it. But it’s often true. There are simply too many things to micromanage between processing work orders, scheduling techs, restocking parts, and sending invoices. Instead of wishing for more…
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Learn More About Outpace the Competition with Business Intelligence: Key Performance Indicators for Distributors to Analyze

The capability to leverage business intelligence and business analytics tools is critical for distributors. Intelligence helps you understand how well you’re operating and the reasons why. Analytics helps you predict what will happen and make the necessary adjustments ahead of time to achieve your business objectives. You can determine how things are going with vendors,…
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Learn More About 6 Benefits of ERP

At a glance, the ERP isn’t all that exciting. It’s a central database for the entire business — combining all departments, data, and processes in a single platform.  But, the ERP’s “unifying powers” pave the way for business transformation at every level.  We’re talking in-depth reporting, advanced financial management, AI-powered everything.  We know these “benefits”…
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Learn More About ERP and eCommerce – Why an Integrated Solution Is Important for Distributor

Customers are accustomed to integration at every level. Virtual home assistants connect everything from refrigerators and thermostats to your customers’ phones. They fully expect a smooth technology experience when making purchases from you, including accurate inventory, correct pricing, and up-to-date product information. If that doesn’t happen, your sales and your bottom line will suffer. If…
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Learn More About Navigating the ERP Sales Process: Pre-Sale Requirements Review

In our last ERP implementation post, we discussed the importance of selecting a VAR that best meets your company’s needs. Selecting the right VAR, is key to a successful implementation. Once the VAR has been selected, the actual pre-sale process begins. Before you “sign on the bottom line” you need to be sure that the…
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Learn More About What is the Difference Between ERP and CRM?

On the surface, an ERP and a CRM system might look like they have a lot in common.  Both are data repositories that provide a single source of truth for the entire business. Both are used to streamline operations and improve the customer experience. And – both play a central role in optimizing revenue.  But…
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Learn More About What is Enterprise Resource Planning (ERP)?

 ERP or Enterprise Resource Planning software unifies and stores data from the entire organization — finance, manufacturing, HR, commerce, and the supply chain — from a single platform.  That enterprise-wide connection allows data to flow freely between departments, locations, and individuals, allowing users to easily analyze and interpret all of that valuable information they’re sitting on.…
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Learn More About The Importance of ERP for Your Business

The modern ERP system is often described as the “central nervous system” of the enterprise or the “foundation for digital transformation.”  And for good reason.  See, ERPs offer a single platform for integrating data and processes across the entire business. And – it’s that particular quality, unity, that sets it apart from other IT investments,…