Topic: Data, Analytics, Business Intelligence

Professional Services Professionals Discussing How to Meet Business Goals

Top 3 Ways Professional Services Organizations Can Exceed Goals in 2022 and Beyond

The business landscape is constantly changing and leaders at professional service organizations are facing new challenges in 2022 that pose a direct threat to their business success and profitability. It feels like no matter where you turn, businesses are closing their doors or limiting services due to a variety of reasons. Professional service organizations, including…
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Tracking Utilization Rates

Best Practices for Tracking Utilization for Professional Services Organizations

Resource utilization rates are a great way to take the pulse of a professional services organization. Besides telling you if your resources are overworked or underutilized, utilization rates usually give you clues about how well the company functions in generating proposals, planning projects, and hiring resources. Yes, the utilization rate needs to be high enough…
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Examining Dynamics 365 ERP Key Features

Dynamics 365: Key Features & Capabilities

We’ve covered the Dynamics 365 ERP feature suite and the individual modules in the D365 ecosystem. Instead of rehashing the same old specs, let’s look at the opportunities Dynamics 365 unlocks for business users – regardless of size or sector. Below, we’ll explore how real brands use D365’s game-changing features “in the wild” to transform…
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Nonprofit partners with Velosio to develop Microsoft business app that helps empower underprivileged children

Nonprofit partners with Velosio to develop Microsoft business app that helps empower underprivileged children

Can technology change the lives of children born into poverty? That’s the thinking of Tony DiBenedetto, a former tech executive and founder of Think Big for Kids, a nonprofit that links underprivileged children with mentors and provides skill and career development opportunities. To aid in their mission, Velosio developed an app using the Microsoft Power…
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iMIS Membership Hub iFit for Microsoft Teams

iMIS Membership Hub iFit for Microsoft Teams

Many member-based organizations today are looking for new tools to help their employees be more productive and collaborative. As the workplace is becoming increasingly mobile and leaders are managing a growing number of remote teams, the need for efficiency and connectivity is greater than ever before. Microsoft Teams, as the hub for teamwork, is where…
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Microsoft Power Automate: Setting Up Lookup Value Using the CDS Connector

Microsoft Power Automate: Setting Up Lookup Value Using the CDS Connector

Please note: The CDS Connector is now referred to as Dataverse. This blog was written prior to that change. For a detailed demo on how to set up go to How to Lookup and Link Values Using Microsoft Dataverse. As you may know, Common Data Service, the sophisticated and secure backbone that powers Dynamics 365…
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microsoft power automate email tracking

How to Track Emails the Right Way with Power Automate

Microsoft Power Automate has come a long way since its introduction in 2016. More connectors are available than ever before and Microsoft is paving the way for Power Automate to be the future of workflows in D365. A common occurrence is the need to automate sending emails and this can easily be accomplished using the…
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Four Ways to Use Bookmarks in Microsoft Power BI

Four Ways to Use Bookmarks in Microsoft Power BI

When reading a book, we often bookmark sections or pages that we want to return to later. In Microsoft Power BI, you can bookmark specific views of pages much like in a book. Bookmarks in Power BI allow users to capture the current view of a report page, including the state of slicers and visuals.…
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