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,…
Enhanced Processes for Better Synchronization Among Sales, Operations and Accounting Teams Synchronization is key to managing projects that deliver value to your customers while generating a profit for your business. Your sales, operations, and accounting teams all need to collaborate closely on projects to close more deals, deliver services on time, and cut invoices as…
It’s no secret that manual tasks and inefficiencies can slow down productivity and hinder innovation. For example, manual data entry across systems often results in errors and duplicated work, eating up time and disrupting workflows. Approval processes, when handled via email chains, create bottlenecks as tasks wait for manager review. Reporting is another area impacted;…
Background Sutphen is in its 133rd year of operation, making it the oldest continuously owned and operated fire apparatus manufacturer in the country. Never reorganized, owned, or operated by anyone other than a Sutphen, the family atmosphere is apparent when you walk through the doors of its facilities. When customers purchase any Sutphen custom fire…
Mid-market companies face a unique set of challenges. From limited resources to siloed data and manual processes, staying ahead of the curve can feel like an uphill battle that leaves many relying on outdated methods to make critical decisions about sales, inventory, and customer retention — often with imprecise results. This is where predictive analytics comes…
Background Dreamfields, the parent company of the popular cannabis brand Jeeter, began in California as a shared dream between three executives. With headquarters in Desert Hot Springs, CA, the team is constantly looking for ways to expand and improve upon the dream. Dreamfields has teamed with the finest cannabis industry operators, partners, consultants, and professionals.…
This idea that big data and cloud-based analytics have the power to transform entire organizations–and industries–is old news. Today, most companies run several cloud-based analytics solutions to understand their customers, run marketing campaigns, and improve everything from sales tactics to production processes. But for many orgs, there’s still a gap between implementing cloud analytics and…
I’m often asked about a flexible way to connect and describe the relationships between any two records in Microsoft Dataverse. Lookup and Link Values Using Microsoft Dataverse helps you to promote teamwork, collaboration, and effective management of business and sales processes. Connections enable you to easily associate users, contacts, quotes, sales orders, and many other…
Microsoft designed its various productivity platforms to bring out the best in each other. For example, Microsoft Dynamics 365 becomes a much more powerful resource when connected to Microsoft Excel, Word, Outlook, SharePoint, OneNote, Power BI, and Teams. Here are some ways that you can combine Microsoft 365 (formerly Office 365) with Dynamics 365 for…
If you have gaps in your business processes, you might also have complaining or grumbling customers. Perhaps you have too many manual steps in fulfilling requests for products or services. It takes too long for orders to arrive or techs to fix issues. In addition to upsetting your customers, you slow down your cash flow.…
