Best case scenario: you’ve selected a Microsoft Dynamics Partner that’s in it for the long haul. They supported you in your on-prem days and helped you nail the transition to the cloud. And, they stuck around to offer ongoing support and proactive solutions for improvement. But sometimes you end up with a partner that isn’t…
There are many Dynamics 365 upgrade issues that can cause a migration to fail. Unruly, inaccurate datasets. A lack of internal knowledge or the technical skills needed to realize the promise of the new system. Migrating old, complex customizations. The list goes on. However, most Microsoft Dynamics issues can be avoided with proper planning and…
Velosio Case Study: SHI Cryogenics Manufacturer Download “Cryogenics manufacturer streamlines product service by more than 75 percent” About the Company Sumitomo Heavy Industries, Ltd. (SHI) has a tradition of excellence and innovation that spans over 400 years. From its very beginning as a small shop selling medicines and books in Kyoto, Japan in the early 17th…
Using Microsoft Dynamics 365 Sales to Strengthen Sales Effectiveness Brotherhood Mutual Insurance Company Brotherhood Mutual has been insuring churches and related ministries for more than 100 years. Brotherhood Mutual works with thousands of Christian churches and related ministries, schools, camps, and colleges across 47 states. Through its affiliate, MinistryWorks®, Brotherhood Mutual provides payroll for churches…
If you are part of a field service organization, you very well know the difficulties and headaches assigning field technicians on a daily or weekly schedule can cause. These challenges can be magnified given the current climate of health and safety during this pandemic. A proven and sustainable process is vital for smooth day-to-day operations…
Are you a medical device company that is losing track of customer returns? Do you want to keep record of the destination of the returned items? Is your product inventory lacking precision due to returns being swept under the rug? Are you losing out on credits owed to you by vendors? If you answered yes…
While the April update of Microsoft Dynamics 365 Customer Engagement has delivered many great features and quality of life improvements to the app, one of the best CRM features on the list is the Kanban Board view for Opportunities and Activities. This drag and drop functionality allows users to move records through their various states,…
“If you build it, they will come” is a famous line from the movie Field of Dreams. Does the statement hold true for the Microsoft Power Platform? If you build a great system, will your employees and co-workers use it? Fortunately, you have a great tool like Analytics for the Common Data Service to help…
Is your medical equipment company struggling to get work completed during this time of social distancing due to a lack of expert resources? Do you want to improve the communications your experts can have with technicians out in the field? Do you want to empower your technicians to do their work swiftly and precisely via…