Field Service Management Challenges and Solutions The modern field services industry face many challenges. There’s the pressure to keep up with rising customer demands and get ahead of growing competition from both new entrants and well–resourced incumbents. There’s also the fact that managing and coordinating large, distributed teams is always a struggle – even under…
When a bipartisan public affairs firm struggled to manage critical prospect and customer experiences, they knew that they needed a marketing automation system. The firm had a vision for strengthening relationships while better supporting organizations seeking to influence and create opportunities in the public and private sectors. Velosio implemented Microsoft Dynamics 365 Marketing at the…
If you have multiple silos of customer data—Excel spreadsheets, a marketing database, an e-commerce website, and an accounting system—it’s difficult to get a 360-degree view of customers. You spend endless hours trying to identify buying habits so you can target customer segments with specific messaging. Think about the time you spend in a day, a…
In October, Microsoft announced the Dynamics 365 Customer Engagement (CE) 2022 Release Wave 2 enhancements that will be available between October 2022 and March 2023. To give you a preview of the improvements and an idea of which new functions might help your business, Bill Kinahan, a Senior Solutions Architect for Velosio, presented Dynamics 365…
Is your company ready for a state-of-the-art field service management solution? Dynamics 365 for Field Service can empower your technicians to function more efficiently. I’ve identified five signs that can help you realize it’s time to take the next steps with Connected Field Service. Before we analyze these signs further, we need to understand what…
Companies in all industries are ramping up tech investments to modernize operations, enable new ways of working, get ahead of competitors, and, of course, boost that bottom line. But, focusing on capabilities alone isn’t enough. If you want to be successful, you’ll need to build a platform that combines disparate data sources, unifies systems and…
The Microsoft ecosystem was designed for transformation. It’s flexible, adaptable, and easy to customize. It can be scaled up or down in response to demand fluctuations. You can add, remove, or replace modules and integrations based on real-time needs and changing requirements. But, let’s be clear: most of the benefits Microsoft has to offer don’t…
We often tout the advantages of being part of the Microsoft family — specifically the ability to leverage complementary products that boost functionality and add real value. In this case, the value is in combining actionable data from multiple applications into useful reports and dashboards. These reports and dashboards enable your marketing, sales, and customer…
There are many good reasons to move from another CRM solution to Microsoft Dynamics 365 Customer Engagement (we outline eight of them in this article). Whatever your reasons are to begin data integration, it makes sense to research the process before you begin to ensure you’ve thought of everything. It’s been said that intelligent people learn from other…
To truly understand what your customers think, it’s time to “ditch the crystal ball” trying to find the answers on your own. Instead, give your customers a “voice” so they can tell you themselves. That’s the only way to know for sure how they feel about your products and services and to determine the needs…
