Category: Dynamics 365 ERP

Micromeritics Case Study Dynamics BC

Learn More About Micromeritics and Dynamics 365 BC — The Right Platform, the Right Partner

After doing his due diligence with several implementation candidates, Micrometrics Director of Global Business systems Shaun Pervis agreed with the consultants, explaining, “We found Velosio to be the best and, to me, choosing your implementation partner is almost as important as choosing the software itself. I’ve been doing implementations where you have good software but a poor implementation partner. It just really doesn’t go well.”
Dynamics 365 Business Central

Learn More About Dynamics 365 Business Central Teams Integration, and Excel

If you’ve spent any time poking around Microsoft’s various blogs in recent months, you’ve probably noticed they’ve been talking a lot about “activating the flow of work,” streamlining collaboration, and well, making it easier to get work done from anywhere. The Dynamics 365 Business Central and Microsoft Teams integration is central to this effort. Teams…
Crowd of Professional Services Resources

Learn More About Capacity Planning for Professional Services Firms

In the context of project-based work, capacity describes the maximum amount of work you can take on and complete within a specific time-frame. Capacity planning is used to determine whether you have the resources and skills available to do said work. In other words, it’s about looking ahead to ensure that your firm has the…
microsoft erp solutions

Learn More About Microsoft ERP Solutions for Professional Services Firms

Microsoft offers two different versions of D365: Business Central (for SMBs) and Finance & Operations (for enterprise users). For the most part, both versions promise the same general benefits. Both are industry-agnostic, customizable, and designed to unify all data, processes, and apps in one central hub. And that unity part is crucial, as it enables…
Background Image

Learn More About Project Accounting Strategy for Professional Services Firms

Professional services firms often struggle to deliver projects on-time and on-budget for several reasons. Complex projects have lots of moving parts – making it difficult to generate accurate estimates, timelines, and budgets. Communication issues can lead to delays or expensive rework. Firms might offer discounts to keep clients happy when projects hit a snag. The…
Velosio Receives 2021 Top Partner Award from Solver

Learn More About Velosio Recognized as Top Solver New Technology Partner

Award recognizes Velosio for speed-to-value of the Solver solution in the Office of the CFO. COLUMBUS, OH, May 01, 2022 — Velosio announced today that it has received the award for Top New Technology Partner for 2021 by Solver, a global leader in cloud- and web-based Corporate Performance Management (CPM) for mid-market ERP systems. “With…
Outlook and Dynamics 365 Together

Learn More About Using Outlook and Dynamics 365 Business Central Together

Business Central offers an add-in that lets you view customer and vendor records while drafting an email, manage business interactions, and create and share business documents like quotes, invoices, or sales orders – all without leaving Outlook.  Now, before we get into the weeds, it’s important to note that Business Central add-in for Outlook is actually two…
Adobestock Scaled

Learn More About Boosting Utilization Rates in Your Project-Driven Organization

Maximizing utilization is a top priority for any enterprise in the project-driven space. It’s about ensuring your skilled resources are actively contributing to revenue generation. But there’s more to the story than just billable hours. Benefits Beyond Billables Enhanced Customer Relationships: Highly utilized teams have more opportunities for face-to-face client interaction. This fosters stronger connections and…
Microsoft Dynamics 365 – The Unified Platform

Learn More About Microsoft Dynamics 365 – The Unified Platform

Unless you’ve been working with it recently, you’re going to find out, as you read on, that Microsoft Dynamics 365 is way more than you thought it was. Most people first became aware of Microsoft Dynamics when Microsoft first acquired a series of enterprise resource planning (ERP) software companies using them to deliver four ERP…
Using Outlook and Dynamics 365 Business Central

Learn More About Outlook and Dynamics 365 Business Central Together | Velosio

{ “@context”: “https://schema.org”, “@type”: “VideoObject”, “name”: “Using Outlook and Dynamics 365 Business Central Together | Velosio ViewPoint”, “description”: “Business Central offers an add-in that lets you manage business interactions with your customers and vendors, directly in Microsoft Outlook. With the Busines…”, “thumbnailUrl”: “https://i.ytimg.com/vi/RFBpciqM3q8/mqdefault.jpg”, “duration”: “PT3M57S”, “contentUrl”: “https://www.youtube.com/watch?v=RFBpciqM3q8”, “embedUrl”: “https://www.youtube.com/embed/RFBpciqM3q8”, “uploadDate”: “2022-04-13T09:13:03-07:00”, “potentialAction”: { “@type”: “SeekToAction”,…