As a Microsoft partner, we’re often asked by prospective clients why they should consider Microsoft Dynamics 365 CE (short for Customer Engagement, and formerly CRM) over other leading competitors. There used to be a saying, “Nobody gets fired for choosing IBM” — a reference to the company’s early domination of the server market and reputation…
Field Service inventory management involves monitoring parts and supplies, managing product movement, consumption, adjustments, and other related activities. It is one of the most challenging aspects of running a field service business. The margins of error are exceedingly small. Stock too little, and you delay work. Overstock and your overhead costs skyrocket. The problem gets…
ServiceTitan and Dynamics 365 Field Service are two leading software solutions for managing field service operations. Both platforms offer an extensive, service-centric suite that streamlines and optimizes scheduling, dispatching, customer management, mobile field operations, and other “standard: FSM tasks. But beyond those overlapping features, ServiceTitan and D365 don’t have all that much in common. Battle…
FieldEdge and Dynamics 365 Field Service are both FSM solutions. They both help providers optimize field operations, streamline processes, and stretch limited resources. Both have roots dating back to decades-old software and have seen their fair share of changes. Despite the surface similarities, the two platforms ended up in two very different ecosystems. FieldEdge vs…
In today’s competitive business landscape, sales professionals are constantly seeking innovative ways to gain a competitive edge and drive revenue growth. One powerful strategy that has emerged in recent years is the integration of social selling techniques with traditional CRM platforms. By leveraging the wealth of data and networking opportunities available on platforms like LinkedIn,…
In the fast-paced world of sales, efficiency and accuracy are paramount. Dynamics 365 Sales offers a robust platform for managing sales orders, streamlining processes, and delivering exceptional customer experiences. Whether you’re a seasoned sales professional or new to the platform, mastering the creation of sales orders in Dynamics 365 Sales is key to maximizing your…
Microsoft Dynamics 365 Field Service is a powerful Field Service Management solution designed to transform field service operations. Part of Microsoft’s composable cloud-based Dynamics platform, D365 Field Service blends cutting-edge tech like AI, AR, and the IoT with FSM staples such as scheduling, resource management, and inventory control. The idea is, users have everything they…
Invest in Microsoft Dynamics 365 CE as your CRM solution for long-term technology, integrated capabilities & a robust feature set. As a Microsoft Gold certified partner, we’re often asked by prospective clients why they should consider Microsoft Dynamics 365 CE (short for Customer Engagement, and formerly CRM) over other leading competitors. It’s a valid question,…
In an age where accuracy, efficiency, and customer expectations are everything, field service orgs can’t afford to put off critical FSM investments any longer. The right field service management platform serves as the backbone for all operations. It streamlines workflows, maximizes resource utilization, and takes service experiences to new heights. Our go-to FSM recommendation is…
Navigating Microsoft’s suite of AI tools can feel like deciphering a complex family tree — especially surrounding two cousins on that tree: Microsoft Copilot for Sales vs Copilot in Dynamics 365 Sales. While their names and functionalities suggest a shared lineage, these are distinct applications designed for different purposes. In this post, we’re cutting through…
