Client Overview On January 1, 2020, Univar Environmental Sciences was acquired by AEA Investors, and became Veseris. With 400 employees, 10,000+ products from 800 supplier partners, and 71 ProCenter locations across North America, Veseris maintains significant reach as a specialty products distributor of pesticides and equipment, sold through their ProCenters in large quantities only to…
It’s a well-documented fact: Microsoft is all-in on cybersecurity. Last year, the company pledged to invest $20B into cybersecurity initiatives over the next five years — a significant increase from the $1B in annual security spending that has been the norm for years. There’s the Microsoft Compromise Recovery Security Practice (CRSP) – a collaborative effort…
Since this article caught your eye, likely you’re already considering a replacement for Salesforce. (If you’re still evaluating the available CRM options, check out this article, 8 Reasons to Choose Microsoft Dynamics 365 Sales Over the Competition.) If you’re a current Salesforce user contemplating a move, you’re not alone. Companies across industries are making the…
Professional services firms face increasing pressure to deliver more innovation ASAP and adapt to the accelerating pace of change. You know, the usual challenges that define this complex digital era. A key part of tackling these challenges and building the flexible, resilient firm of the future is embracing a composable architecture. According to Gartner, composability…
Any service professional who has ever delivered services in the field appreciates the value of having a truly robust work order to work from. The most important tool for any service professional is information, about their customer, about the unit or units under repair, about the initial problem report, about the service history of the…
Dynamics 365 Customer Engagement (CE, for short) is Microsoft’s family of customer relationship management (CRM) apps. They’re designed to streamline business processes, provide AI-driven insights, and drive growth by helping orgs manage and nurture customer relationships. Naturally, finding the right CRM is a critical priority for professional services firms, given that relationships are the driving…
Post-COVID, hybrid work solutions and the pursuit of “hyper-connectivity” have been critical priorities for Microsoft – which has invested heavily in remote collaboration tools that allow users to engage customers in new ways. The Microsoft Teams and Dynamics 365 CE integration is a big part of this effort – bringing communication channels, presentation tools, and…
Unless you’ve been working with it recently, you’re going to find out, as you read on, that Microsoft Dynamics 365 is way more than you thought it was. Most people first became aware of Microsoft Dynamics when Microsoft first acquired a series of enterprise resource planning (ERP) software companies using them to deliver four ERP…
Microsoft’s security protections are one of its biggest strengths. But – sometimes those protections create barriers, making it harder to work with stakeholders outside of your organization or adding friction to the customer experience. Power Apps Portals is a low-code tool that allows Dynamics 365 Customer Engagement subscribers to easily share data, content, and apps…
Buying D365 isn’t as straightforward as, say, creating a Teams account or subscribing to Office 365. Technically, you can sign up for Dynamics 365 directly from the Microsoft 365 admin center, create an account, and gain access to its game-changing capabilities. But— without an authorized partner on your side, you’ll have difficulty implementing D365 —…