The power of effective customer engagement can’t be overstated, and we’re here to equip you with the knowledge and skills to excel in this essential aspect of your business. Here we’ll explore various facets of the Dynamics 365 application that often hide in plain sight. From lesser-known features to expert strategies on how to harness…
Microsoft Dynamics 365 Field Service and Acumatica Service Management are both top-tier FSM solutions with many overlapping characteristics and capabilities. Both Acumatica and Microsoft allow customers to build an FSM stack all their own using integrated, low-code development tools, ISVs, and integrations. Both platforms were designed, not as standalone systems, but as part of a…
Today’s marketers and sellers have a problem they never expected to face even just five years ago: they have too much data and can make too many choices about their customer journeys. Do we have too much of a good thing now? Have our cloud-based, data-heavy tools made customer engagement hopelessly complex? Not necessarily. Microsoft…
Personalized one-on-one experiences are the gold standard of customer engagement. These experiences, crafted by sellers and marketers using a deep understanding of individual needs and preferences, have become an expectation of modern consumers. Dynamics 365 Customer Engagement is a powerful customer relationship management (CRM) platform that has emerged as one of the best tools for…
The pace of business has been accelerating decade upon decade. We’re at the point where companies that want to thrive must have real-time capabilities across all their operations, including marketing and sales. Timely and relevant customer information can help you uncover new leads before the competition and build better, more enduring relationships with your existing…
As competition across all markets intensifies and customer expectations evolve, businesses must forge deeper, more meaningful connections with their audience. That is where Dynamics 365 Customer Engagement comes in. Dynamics 365 CE is a comprehensive suite of tools and applications designed to optimize customer experiences and expedite the journey from prospect to loyal customer. It…
Rival ERPs Oracle NetSuite and Microsoft Dynamics 365 have far more in common with each other than most of their other competitors. Usually, the choice between the two platforms comes down to a matter of personal preference and a handful of technical considerations. But, since we’re talking about field service management solutions, this classic debate…
When it comes to field service management platforms, providers have no shortage of options to choose from. SAP Field Service Management and Dynamics 365 Field Service represent two of the strongest enterprise solutions on the market. While both aim to streamline field operations, enhance the customer experience, and help orgs embrace tech-driven, proactive service models,…
Background When a management consulting firm first approached Velosio, manually driven processes hindered their ability to maintain the highest level of client care and professionalism. With an aging Microsoft Dynamics SL back-end ERP and NetSuite for CRM, the team resorted to sticky notes and Excel spreadsheets. There was little to no visibility into its consulting bench…
Comparing D365 Field Service against an ExpandIT-enhanced Business Central retraces some familiar territory. It’s still a showdown between Microsoft’s SMB and enterprise platforms — a competition with no conclusive winner, as “value” can only be measured against individual business requirements. However, adding ExpandIT, a BC-specific ISV solution, into the fold makes things a bit more…
