Background A not-for-profit inmate training corporation produces over 3,000 products for businesses and state agencies. The organization was still using Microsoft AX 2009 for financial management, and knew it was time to upgrade to a modern, cloud-based solution to add efficiency, easier access, and improved security. The cost of maintaining servers on premises was too…
Background A rapidly growing health insurance brokerage was increasingly hampered by their outdated Microsoft Dynamics GP system. The system’s reliance on multiple logins, third-party workarounds, and manual processes led to inefficiencies and inaccuracies in data management. When the brokerage sought an upgrade, their existing Microsoft partner proposed Dynamics 365 Business Central as a solution. However,…
Background A building materials distributor specializing in lumber, hardware, plumbing, and window products upgraded its out-of-date Microsoft Dynamics AX 2009 system to Microsoft Dynamics 365 Finance but needed to replace manual processes in supply chain management too. After reviewing several Microsoft partners, they chose Velosio based on its expertise in distribution and supply chain management. The…
Modern cloud ERPs house everything from core financials, valuable IP, and sensitive data, to the collaboration apps, customer records, and email accounts employees use every day. Having that unified system in place is a prerequisite for any kind of digital transformation. You’ll need an org-wide data ecosystem and deep integration across your entire network to…
Per Microsoft, Lifecycle Services (LCS) improves quality & predictability of Finance & Operations implementations. It’s designed to provide the right information to the right people at the right time. Inside, you’ll find a suite of tools to help you manage, monitor, and upgrade F&O, identify known issues, and provide access to external partners and collaborators.…
Even if you believe your on-premises solution works “just fine,” it could be holding you back. Upgrading to D365 unlocks a long list of benefits you won’t get from your on-prem solution. We’re talking real-time data, predictive insights, plus cost-savings and an easier way to manage end-to-end operations. Whether it’s making remote work nearly impossible,…
Maintaining your Dynamics 365 system at peak performance depends on several factors. The condition of your data. How many extensions & customizations are in the mix. Even poor alignment between business requirements and platform capabilities. We’ll examine some general performance issues Dynamics 365 users should be aware of before implementation. We’ll also look at some…
Discover how one payment processing company gained a 360-degree view of its customers, insights into buying behavior and patterns, and an understanding of customer lifecycles after moving to Microsoft Dynamics 365 Customer Engagement.
Client Overview On January 1, 2020, Univar Environmental Sciences was acquired by AEA Investors, and became Veseris. With 400 employees, 10,000+ products from 800 supplier partners, and 71 ProCenter locations across North America, Veseris maintains significant reach as a specialty products distributor of pesticides and equipment, sold through their ProCenters in large quantities only to…
Choosing Velosio and Dynamics 365 Finance when operational excellence is not an option When you see them screaming down the streets, sirens wailing, the sense of the urgency of their mission accelerates your heartbeat. Emergency vehicles capture our attention because they’re designed to. They must move through traffic quickly to reach the site of the…
