Category: Dynamics 365 ERP

integrated automation tools in Dynamics 365

Using Integrated Automation Tools in Dynamics 365 to Ease Pain Points

When most people think of automation, they think of greater efficiency — and to be sure, that’s one of the biggest reasons to automate time and resource intensive processes. But these digital tools can offer benefits you might not have considered, especially when you use solutions from Avalara to manage tax and other regulatory obligations.…
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Velosio and KwikTag by Paymerang Partnership

Gaining Visibility and Control: The Power of Velosio and KwikTag by Paymerang Partnership

In the ever-evolving realm of business, adaptability is the cornerstone of success for finance leaders. As the horizon of 2024 approaches, the call for agility, and efficiency grows stronger. The partnership between Velosio and KwikTag by Paymerang is an exemplary testament to addressing these challenges head-on, particularly in the domain of invoice management. KwikTag by…
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ERP Go-Live

ERP Go-Live Day of Reckoning

“Go-Live” is the final post of our ERP implementation series. If you want to learn more about prior ERP implementation phases, look at: Navigating the ERP Sales Process: Successful VAR Selection Navigating the ERP Sales Process: Pre-Sale Requirements Review Navigating the ERP Sales Process: Successful VAR Selection | Velosio Preparing for ERP Implementation: Getting Started…
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Oracle NetSuite vs. D365 Field Service

Oracle NetSuite vs. D365 Field Service

Rival ERPs Oracle NetSuite and Microsoft Dynamics 365 have far more in common with each other than most of their other competitors. Usually, the choice between the two platforms comes down to a matter of personal preference and a handful of technical considerations. But, since we’re talking about field service management solutions, this classic debate…
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SAP Field Service Management vs. Dynamics 365 Field Service

SAP Field Service Management vs. Dynamics 365 Field Service

When it comes to field service management platforms, providers have no shortage of options to choose from. SAP Field Service Management and Dynamics 365 Field Service represent two of the strongest enterprise solutions on the market. While both aim to streamline field operations, enhance the customer experience, and help orgs embrace tech-driven, proactive service models,…
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Management Consulting Firm Nails Project Management with End-to-end Microsoft Solution

Management Consulting Firm Nails Project Management with End-to-end Microsoft Solution

Background When a management consulting firm first approached Velosio, manually driven processes hindered their ability to maintain the highest level of client care and professionalism. With an aging Microsoft Dynamics SL back-end ERP and NetSuite for CRM, the team resorted to sticky notes and Excel spreadsheets. There was little to no visibility into its consulting bench…
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Dynamics 365 Business Central + ExpandIT vs. Dynamics 365 Field Service

Dynamics 365 Business Central + ExpandIT vs. Dynamics 365 Field Service

Comparing D365 Field Service against an ExpandIT-enhanced Business Central retraces some familiar territory. It’s still a showdown between Microsoft’s SMB and enterprise platforms — a competition with no conclusive winner, as “value” can only be measured against individual business requirements.  However, adding ExpandIT, a BC-specific ISV solution, into the fold makes things a bit more…
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Cell phone laying on laptop displaying the Microsoft Copilot logo

Exploring Copilot in Dynamics 365 Business Central

By now, you’re likely aware of Copilot, Microsoft’s AI-powered companion that’s making its way across Microsoft’s solutions. Copilot works to enhance productivity and streamline business operations through intelligent automation and insightful analytics. Copilot is now available in Dynamics 365 Business Central, where it’s sure to have similar impacts. While the current feature set lays the…
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Business Central 2023 release wave 2

What’s New in Business Central in 2023 Release Wave 2

This post is the third in our 2023 release wave 2 changes and functionality series. In the initial post, we review 2023 release wave 2 changes and new functionality for Dynamics 365 Finance, Supply Chain Management and Finance and Operations cross-app capabilities. Our second post reviews 2023 release wave 2 changes and new functionality for Dynamics…
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New in Dynamics 365 Finance in 2023 Release Wave 2

What’s New in Dynamics 365 Finance in 2023 Release Wave 2

This post will be the first of several reviewing changes and new functionality in the 2023 release wave 2. In this post, we’ll provide an overview of Dynamics 365 Finance, Supply Chain management and some new Finance and Operations cross-app capabilities. For additional details related to each topic, or to view the applicable Release Plan…
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