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…
HVAC sales and field services teams face tremendous pressure in responding to customer requests as quickly as possible. Whether it’s trying to close new business or repairing a broken system, accessing the right information immediately and responding instantly are critical. That’s how HVAC companies build and maintain long-term customer relationships that generate increasing revenues. Unifying…
Best case scenario: you’ve selected a Microsoft Dynamics Partner that’s in it for the long haul. They supported you in your on-prem days and helped you nail the transition to the cloud. And, they stuck around to offer ongoing support and proactive solutions for improvement. But sometimes you end up with a partner that isn’t…
There are many Dynamics 365 upgrade issues that can cause a migration to fail. Unruly, inaccurate datasets. A lack of internal knowledge or the technical skills needed to realize the promise of the new system. Migrating old, complex customizations. The list goes on. However, most Microsoft Dynamics issues can be avoided with proper planning and…
Velosio Case Study: SHI Cryogenics Manufacturer Download “Cryogenics manufacturer streamlines product service by more than 75 percent” About the Company Sumitomo Heavy Industries, Ltd. (SHI) has a tradition of excellence and innovation that spans over 400 years. From its very beginning as a small shop selling medicines and books in Kyoto, Japan in the early 17th…
Using Microsoft Dynamics 365 Sales to Strengthen Sales Effectiveness Brotherhood Mutual Insurance Company Brotherhood Mutual has been insuring churches and related ministries for more than 100 years. Brotherhood Mutual works with thousands of Christian churches and related ministries, schools, camps, and colleges across 47 states. Through its affiliate, MinistryWorks®, Brotherhood Mutual provides payroll for churches…
If you are part of a field service organization, you very well know the difficulties and headaches assigning field technicians on a daily or weekly schedule can cause. These challenges can be magnified given the current climate of health and safety during this pandemic. A proven and sustainable process is vital for smooth day-to-day operations…
Are you a medical device company that is losing track of customer returns? Do you want to keep record of the destination of the returned items? Is your product inventory lacking precision due to returns being swept under the rug? Are you losing out on credits owed to you by vendors? If you answered yes…
While the April update of Microsoft Dynamics 365 Customer Engagement has delivered many great features and quality of life improvements to the app, one of the best CRM features on the list is the Kanban Board view for Opportunities and Activities. This drag and drop functionality allows users to move records through their various states,…