Background Since 2004, an emergency medical services organization has used a highly customized version of Microsoft Dynamics GP, with many ISV’s and standalone applications. Over time, GP was no longer managing the organization’s highly complex pricing, rebates, and commission processes with large volumes of transactions, and did not provide them with an enterprise-wide data and…
Background: In October 2024, a construction equipment services organization joined Velosio’s Microsoft Copilot workshop, where they explored features like automated meeting summaries, PowerPoint creation, and chatbot development with Copilot Studio. Impressed by its capabilities, they implemented Copilot across their organization, focusing on meeting management, data analysis, and document creation. Meeting summaries and action items generated…
Background The ability to adapt and innovate in the rapidly evolving industry is crucial for a global IT leader. In October 2024, the organization attended a Copilot workshop with Velosio to explore features like automated meeting summaries, data analytics, and chatbot creation. Inspired by the session, they decided to implement Copilot to optimize meeting management,…
Background In October 2024, an Industrial Supply organization attended a Copilot workshop by Velosio to explore its features, including meeting summaries, PowerPoint creation, and chatbots. Following the workshop, they deployed Copilot for meeting management, data analysis, and document creation. Meeting summaries and action items generated with Copilot improved accessibility and follow-up, while data insights from…
Microsoft Excel is a useful tool for just about every business. Being able to easily use Excel alongside Microsoft Dynamics 365 Business Central further streamlines your workflow. Business Central includes an add-in that allows for edits made in Excel to be published in Business Central. It’s called Edit in Excel and differs from Open in…
Background A leading provider of healthcare technology solutions for behavioral health and human services providers encountered communication barriers with outdated phone systems from legacy virtual phone software, 8×8. The limitations of unintegrated calling with their old provider, complex licensing, and inefficient call management were impeding their operational efficiency and growth. Solution Recognizing the need for…
With Microsoft Dynamics 365 Business Central, you have incredible flexibility in creating financial reports. You can create reports tailored to your business needs, maintain them seamlessly, and view financial statements easily. Each business is unique and being able to customize your reports so that you can access up-to-date information at any point allows you to…
The Oracle NetSuite vs. Microsoft Dynamics 365 Business Central debate isn’t so much about which ERP solution is best. It is about which platform is better aligned with the needs of your business, employees, and the customers you serve. Oracle NetSuite vs. Dynamics 365 Business Central: Basic Overview Dynamics 365 Business Central (BC) is Microsoft’s…
The advent of artificial intelligence (AI) has marked a paradigm shift across numerous sectors, with an unparalleled impact on the business world. From automated processes to personalized engagements, AI is revolutionizing how companies understand and leverage technology to create exceptional customer experiences. This transformative power of AI is now more evident than ever in reshaping…
