Moving your field service operations to Microsoft Dynamics 365 Field Service is a smart business decision. No matter what the driving forces behind this decision are, your team can see many benefits. But that is only if you execute the migration properly. Rushing into a major project like a Dynamics 365 data migration can lead…
It was only a matter of time before Microsoft’s generative AI tool, Copilot, found its way into Dynamics 365 for Field Services. Copilot has already landed in Microsoft 365, Microsoft Teams, Dynamics 365 Sales and Viva Sales, Dynamics 365 Supply Chain Management — and most recently, Microsoft Windows. The early reviews are in. Copilot’s smart…
You just invested in a Microsoft Dynamics solution. Perhaps the implementation is complete, your users are comfortable with the technology, and your business is already realizing key benefits—whether it’s generating new revenue streams, streamlining workflows, providing access to actionable intelligence, or a combination of all three. Now it’s time to ensure the solution continues to…
If you use Dynamics 365 Business Central, Microsoft is making it much more cost-effective to integrate your ERP functions with your sales and service functions. Dynamics 365 Business Central Premium customers can now attach two Dynamics 365 Customer Engagement modules (Sales Enterprise and Customer Service Enterprise) at a reduced cost. The licensing fee for each…
Our experts here at Velosio frequently get questions from potential clients about why they should choose Microsoft Dynamics 365 Field Service instead of other top competitors. There are many options on the market today for organizations in every sector—public or private—and options for every sized operation, from small and medium businesses (SMBs) to major enterprises.…
Admittedly, there’s a lot of overlap between “quoting and billing” and accounting, finance, and time-tracking solutions. Often, field service providers start with one platform that covers most of their bases, but may need additional modules or ISV solutions to fill very specific gaps. For example, both field- and project-based work come with some unique challenges…
COLUMBUS, OH — JUNE 30, 2023 —Velosio, the premier cloud applications partner for midmarket companies, is thrilled to announce its remarkable achievements in the 2023 Microsoft Partner of the Year Awards, securing recognition in four distinct categories. Link to Formal Press Release. Awards were announced by Microsoft on June 27th, 2023, and will be…
Mounds of Paper An erosion control company was drowning in mounds of paper-based processes leading to inaccurate billing and payment delays. Every morning, paper-generated schedules were printed for foremen to take into the field and field work. They had to stop by the office, pick up work orders, load the necessary materials, and complete the…
The 2023 Microsoft US Partner of the Year Award for Dynamics 365 Service recognizes the top partners that have excelled at providing innovative and unique customer solutions centered on Dynamics 365 Field Service and Customer Service. COLUMBUS, OH — JUNE 27, 2023 — Velosio, the leading provider of Dynamics 365 services in the United…
In this on-demand webinar learn how to leverage data insights, automate routine tasks, and optimize your service delivery with real-time access to customer data and job details.