Let’s be clear, Intuit Field Service Management (IFSM) and Dynamics 365 Field Service aren’t even competing in the same arena. Both FSM platforms know their audience and play to their respective crowds. So, why bother doing a product comparison in the first place? Honestly, a lot of it comes down to a small, but crucial…
To get to this point in your ERP implementation, you’ve probably gone through a lengthy sales process, met with several different solution providers and communicated your project’s overall goals and objectives. Depending on your purchasing strategy, you may have prepared a summary level or detailed requirements document. Hopefully, best practices such as careful solution provider…
Background Founded in 1992, CertaPro Painters® focuses on providing customers with an extraordinary experience. Whether that project is in a home or commercial property, what matters most is the client’s complete satisfaction. Everything they do, their whole reputation, is about ensuring a successful project for the customer. Business Challenges For a services firm like CertaPro,…
An organized and controlled GL period close is essential to the completion of accurate financial statements. Accurate statements are critical in expense control analysis and support informed financial decisions. To ensure financial statement accuracy and that all transactions related to the period being closed are included, the applicable departments (including purchasing) follow a pre-planned period…
Today’s technological environment will not be the same tomorrow. Microsoft Dynamics is a constantly evolving suite of enterprise resource planning and customer relationship management software. It’s imperative that businesses and professionals stay ahead of Microsoft’s latest advancements to fully leverage its capabilities. To address this, a recent panel discussion during the ASPIRE23 event, The Future…
You’re in charge of greenhouse production, and the sales manager just provided you with a month-by-month forecast of expected sales for the next selling season. You now know how many of each flower and plant type—by variety and by color—you need to produce. How will you next create a production plan, and then make sure…
This guide provides valuable information on how Dynamics 365 can help companies achieve their goals in their company.
This post is the eighth 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 Preparing for ERP Implementation: Getting Started on the right Foot Preparing for ERP Implementation: Determining What…
If you use Dynamics 365 Business Central, Microsoft is making it much more cost-effective to integrate your ERP functions with your sales and service functions. Dynamics 365 Business Central Premium customers can now attach two Dynamics 365 Customer Engagement modules (Sales Enterprise and Customer Service Enterprise) at a reduced cost. The licensing fee for each…
Our experts here at Velosio frequently get questions from potential clients about why they should choose Microsoft Dynamics 365 Field Service instead of other top competitors. There are many options on the market today for organizations in every sector—public or private—and options for every sized operation, from small and medium businesses (SMBs) to major enterprises.…
