Topic: Business Productivity

Global IT Leader

Global IT Leader Boosts Productivity and Streamlines Operations with Microsoft 365 Copilot

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,…
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Industrial Supply Organization

Industrial Supply Organization Improves Productivity and Streamlines Workflows with Microsoft 365 Copilot

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…
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Depositphotos Xl Scaled

A Guide to Microsoft Dynamics 365 Business Central Excel Add-In

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…
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Microsoft Teams

Health Solutions Organization Deploys Microsoft Teams Phone for Elevated Communication

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technology solutions for behavioral health and human services providers encountered communication barriers with outdated phone systems from legacy virtual phone software, 8×8.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…
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Project-based ERP for Project-based Companies

How to Master Financial Reports in Microsoft Business Central

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…
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Customer Experience and AI

The AI Revolution: Transforming the Customer Experience Landscape  

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…
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Sutphen

Sutphen Corporation Builds a Solid Solution for Growth with Dynamics 365 Finance & Supply Chain Management and AXIO from Velosio

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…
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An Operations team learning about ERP integration.

4 Ways an Integrated ERP Unlocks New Business Potential

Every part of your business – whether it’s finance, operations, sales, or customer support – relies on accurate and up-to-date information to function smoothly.   However, when these areas work in isolation, mistakes, miscommunication, and unnecessary costs can make for a rough day at the office. But when all departments are linked through a unified system,…
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