You can’t innovate when your team is drowning in clerical noise. Innovation requires profound mental bandwidth and strategic focus. In the modern enterprise, innovation in 2026 does not start with a software update; it starts with eliminating organizational friction.  When businesses focus entirely on software updates, they miss the underlying mechanics of how work gets done. They continue to rely on Human…
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If you are a department manager, spreadsheets are likely both a lifeline and a source of frustration. They are flexible, familiar, and often the only way to track complex processes. But as soon as your spreadsheet grows in complexity, chaos can set in. Multiple versions, broken formulas, and painstaking manual updates can turn tasks that…
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The Spreadsheet Trap Excel is everywhere. For small and mid-sized businesses (SMBs), it often feels like the glue holding everything together. Need to track inventory? Someone builds a spreadsheet. Need a customer list? Spreadsheet. Project budgets? Timesheets? Reporting? You guessed it: another spreadsheet. The problem is that while Excel offers flexibility, it never serves as…
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Finance leaders are under increasing pressure to deliver accurate reports, manage financial risk, and provide financial insights faster. But manual reconciliations, outdated systems, and disconnected data slow progress and leave little time for strategy. Many teams still rely on spreadsheets or legacy tools that limit flexibility and scalability, making it difficult to see the full…
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Endless email chains, misplaced files, and slow response times can bog down productivity. Thankfully, SharePoint and Microsoft Power Automate offer a streamlined solution for automating the document approval process. In this guide, we’ll walk you through setting up a document approval workflow in SharePoint using Power Automate. Why Automate Document Approvals in SharePoint? An automated…
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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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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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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;…
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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…
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Microsoft Power Automate, formerly known as Microsoft Flow, is a powerful tool that allows users to create automated workflows between apps and services to synchronize files, get notifications, collect data, and more. Understanding its pricing structure is crucial for businesses and individuals looking to integrate automation into their operations efficiently. Power Automate Capabilities Microsoft Power…
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