Category: Dynamics 365 ERP

ERP System

How to Choose the Right ERP: Everything Growing Businesses Need to Know

Enterprise resource planning (ERP) systems have evolved far beyond their origins as bespoke software in manufacturing. They are now essential tools for organizations across industries. Modern ERP software is designed to unify core business functions—such as finance, accounting, inventory management, and professional service automation—into a single, streamlined platform. By connecting these functions, an ERP improves…
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A Guide to Microsoft Dynamics 365 Business Central Excel Add-In

Microsoft Excel is a useful tool for just about every business. Being able to easily use Excel alongside Microsoft Dynamics 365 Business Central further streamlines your workflow. Business Central includes an add-in that allows for edits made in Excel to be published in Business Central. It’s called Edit in Excel and differs from Open in…
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Dynamics 365 Finance and Supply Chain Management Overview Demo

D365 Finance and Supply Chain Management Overview Dynamics 365 Finance and Supply Chain Management was designed to help businesses streamline financial processes, improve supply chain operations, and make data-driven decisions. Click continue to explore how it can support your organization’s needs.   Related Articles Not-for-Profit Corporation Upgrades to Microsoft Dynamics 365 Finance and Supply Chain…
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Unify Your Project-Centric Business with Microsoft Dynamics 365 Project Operations

Vendor Self-Service Portal and Vendor Collaboration in Dynamics 365 for Operations

Having a fully functional vendor self-service portal in an enterprise class cloud ERP solution is a huge advantage and allows your organization to streamline the collaboration with vendors, thereby helping you reduce back-office efforts and improves accuracy of business transactions with vendors and procurement. Dynamics 365 For Operations provides this right out of the box!…
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Reporting Software or Field Service Management

Field Service Management (FSM) Reporting Software: An Overview

Field Service Management (FSM) reporting software empowers organizations to leverage data for strategic, real-time decision-making across the entire business. This software centralizes and analyzes data on field operations, providing actionable insights that support everything from daily field operations to long-term strategic planning. Here’s a breakdown of how FSM reporting software works, what it offers, and…
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Dynamics 365 Migration Guide

Dynamics 365 Migration Guide

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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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