Category: Dynamics 365 Project Operations

Project End of Life

Microsoft Project Online Retirement: What To Do Before September 30, 2026

Microsoft has officially announced that Project Online will retire on September 30, 2026. Sales to new customers ended on October 1, 2025. After the retirement date, the service will no longer be available, and organizations will no longer have access to the platform. For many businesses, this is not an immediate disruption. But it is…
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Consulting Firms

Warning Signs for Consulting Firms: What to Watch Out For and How to Resolve

As consulting firms grow, it’s easy for project team members to feel burned out. With multiple projects going on at the same time and projects comprising different team members, communications can bog down. Documenting progress, finding information, and confirming task status all take up too much time. As a result, the various team members—from marketing…
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How to an Effective ERP Communication Plan: (Guide + Templates)

Streamlining the Quote-to-Cash Process for Project-Based Service Firms

For project-based service firms, the end-to-end quote-to-cash process—from quoting to revenue realization—is often hailed as the holy grail of project automation. The key is to establish a “Data First” culture. This involves identifying the data your firm needs to make decisions and improve operations. Once you define the data you require, you can then find…
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Dynamics 365 Project Operations

2024 Release Wave 2 Highlights: Dynamics 365 Project Operations

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…
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Columbia Machine Replaces Outdated CRM with Microsoft Dynamics Customer Engagement

Revolutionizing Client Engagement: Columbia Machine’s Journey from Outdated CRM to Cutting-Edge Solutions

Background Founded in 1937 in Vancouver, Washington, Columbia Machine, Inc., is a worldwide leader in the design, manufacturing, and support of equipment for a variety of industries. Primary business units include Batching and Mixing Solutions, Concrete Products Equipment Solutions, Production Equipment Molds, Mechanical Palletizing Machines and Robotic Palletizing Solutions. Columbia Machine is one of the…
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