Customizing the Schedule Board Filter for Project Service Automation

The Schedule Board in Microsoft Dynamics 365 Project Service Automation (PSA) is a great tool for finding resources to staff your projects. The filter on the left panel of the Schedule Board allows the user to filter the resources that appear. By default, the filter panel allows the user to filter based on eight different…
Windows 7 and Server 2008 R2 Support End of Life

Windows 7 and Windows Service 2008 R2 End of Life

Following our recent ransomware post and alert —if your computer was a cat, and your cat has 9 lives, then … your computer’s time is nigh. Microsoft is on to Windows 10, and your time is up. Microsoft’s extended support for Microsoft 7 ended January 14th. While your computer still runs, it simply will prove…
Resource scheduling for field service

Enhance Your Field Service Experience with Resource Scheduling Optimization

If you’re looking for a way to enhance your Field Service experience while saving money, the Microsoft Dynamics 365 Resource Scheduling Optimization add-on is the tool for your business. The Resource Scheduling Optimization (RSO) add-on for Dynamics 365 for Field Service is a great tool to help increase the efficiency of your field technicians, which…
ransomware security assessment

HAPPY NEW YEAR. It’s Time for a Free Ransomware Reality Check

You got through the holidays, and hopefully all your relatives safely departed. Uncle Buck finally went home. Your annual threat of personal and property damage is thwarted and tucked away for another year. Now it’s time to shore things up at work. How digitally secure are you in the new year? Have you done a…

Setting Up Promos with NetSuite SuitePromotions

All businesses, regardless of the industry, plan to have a strong sales performance to complete the calendar year. For most, this means offering promotions to push sales. So how can your business systems help you reach your performance goals? This year, NetSuite has introduced SuitePromotions SuiteBundle to handle all of your promotions and offers.  …
CRM features

Top 4 NetSuite CRM Features You Should be Using

Your NetSuite implementation delivers core CRM features out of the box. Below we will take a look at our top 4 NetSuite CRM features you should be using to optimize customer relationships and internal processes. Online Forms NetSuite online forms come in two flavors, customer and case. Customer Forms Online customer forms are used to…