You are not alone if you want to replace your current field service software. We have heard from many teams struggling to get what they need out of the current generation of software tools. Some of the most common complaints we hear are that while Salesforce and Oracle field service platforms, among others, have many…
Field service organizations understand the importance of teamwork. Cooperation and collaboration between and among frontline managers and technicians is essential. In today’s competitive environment, the ability to connect service teams instantly, share vital information, and make data-driven decisions can be the difference between success and missed opportunities. If you’re a frontline field service manager, the…
At a glance, Zoho FSM and Microsoft Dynamics 365 Field Service appear to have a lot in common. Both are popular, cloud-based platforms, designed to simplify and streamline field service management. The two apps unify scheduling, dispatching, inventory management, and more in one place — giving providers greater visibility and control over core operations. Dig…
Moving your field service operations to Microsoft Dynamics 365 Field Service is a smart business decision. No matter what the driving forces behind this decision are, your team can see many benefits. But that is only if you execute the migration properly. Rushing into a major project like a Dynamics 365 data migration can lead…
It was only a matter of time before Microsoft’s generative AI tool, Copilot, found its way into Dynamics 365 for Field Services. Copilot has already landed in Microsoft 365, Microsoft Teams, Dynamics 365 Sales and Viva Sales, Dynamics 365 Supply Chain Management — and most recently, Microsoft Windows. The early reviews are in. Copilot’s smart…
Our experts here at Velosio frequently get questions from potential clients about why they should choose Microsoft Dynamics 365 Field Service instead of other top competitors. There are many options on the market today for organizations in every sector—public or private—and options for every sized operation, from small and medium businesses (SMBs) to major enterprises.…
Admittedly, there’s a lot of overlap between “quoting and billing” and accounting, finance, and time-tracking solutions. Often, field service providers start with one platform that covers most of their bases, but may need additional modules or ISV solutions to fill very specific gaps. For example, both field- and project-based work come with some unique challenges…
COLUMBUS, OH — JUNE 30, 2023 —Velosio, the premier cloud applications partner for midmarket companies, is thrilled to announce its remarkable achievements in the 2023 Microsoft Partner of the Year Awards, securing recognition in four distinct categories. Link to Formal Press Release. Awards were announced by Microsoft on June 27th, 2023, and will be…
Mounds of Paper An erosion control company was drowning in mounds of paper-based processes leading to inaccurate billing and payment delays. Every morning, paper-generated schedules were printed for foremen to take into the field and field work. They had to stop by the office, pick up work orders, load the necessary materials, and complete the…
In this on-demand webinar learn how to leverage data insights, automate routine tasks, and optimize your service delivery with real-time access to customer data and job details.