Category: Dynamics 365 ERP

Project-based ERP for Project-based Companies

How to Master Financial Reports in Microsoft Business Central

With Microsoft Dynamics 365 Business Central, you have incredible flexibility in creating financial reports. You can create reports tailored to your business needs, maintain them seamlessly, and view financial statements easily. Each business is unique and being able to customize your reports so that you can access up-to-date information at any point allows you to…
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Power Apps: OCR Invoice Review Demo

Invoices can be captured several ways—including monitoring a shared mailbox, when a new PDF is dropped into a SharePoint folder, or running a Power Automate. This review process allows you to handle the exceptions if the background process cannot match with certainty. What Velosio’s OCR Invoice Review Provides: Streamlined Invoice Management Effortless Invoice Viewing: Quickly…
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man holding a lightbulb- business central tips and tricks

Dynamics 365 Business Central Tips and Tricks

Microsoft Dynamics 365 Business Central is known for increasing operational efficiency for modern businesses. It automates manual tasks and business users find themselves with more time for analytical tasks and more. What if you could use tips and tricks to use Business Central even more efficiently? Here’s a quick rundown of some of the key…
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Power Apps: BC Approvals Solution Demo

Leverage additional abilities for approval management including approvals from 3rd party and complex filtering that Business Central approvals do not support out of the box with BC Approvals Solutions, created with Power Apps. About Velosio’s BC Approvals Solution: Supports the following: Multiple BC Environments Multiple BC Companies Record Types: Purchase, Sales, Customer, Vendor, Items, Journals,…
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Supply Chain Management

2024 release wave 2 highlights: Dynamics 365 Supply Chain Management

Improved planning capabilities help clients collaborate with vendors more efficiently Managing vendors effectively plays a critical role in delivering on client commitments on time and increasing margins on products and services. To solve this challenge, many businesses turn to Microsoft Dynamics 365 Supply Chain Management. The solution provides end-to-end processes to help manufacturers, distributors, consumer…
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Dynamics 365 Finance

2024 Release Wave 2 Highlights: Dynamics 365 Finance

AI and Automation Help Finance Teams Increase Their Strategic Role To help finance teams play a more strategic role within their companies, Microsoft is leveraging next-generation AI to automate common activities in Dynamics 365 Finance. This gives more time back to end-users and reduces resource costs—while also providing valuable insights for faster decision-making. With Microsoft…
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Interconnected ERP, CRM, & PSA Delivers Visibility | Progresses

Top 6 Reasons ERP Implementation Fail and How to Prevent Them

By some estimates, up to 75% of enterprise resource planning (ERP) implementations fail to meet critical goals. Others say failure rates are probably closer to 40 or 50%. Either way, the numbers aren’t great. According to Deloitte, the best way to beat these odds is to analyze the “critical failure factors,” or CFFs, of ERP…
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ERP System

7 ERP Implementation Success Stories from Real-World Companies

Successful ERP implementations have a few things in common. They launch on time, on budget, with all planned features and functionality optimized and ready for use. People, processes, and technology work together to drive specific outcomes upon launch. The similarities end there. “Outcomes” could be anything – enabling customer self-service, optimizing warehouse logistics, consolidating global…
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