Microsoft is once again paving the way in business technology by innovating customer experience solutions. Starting September 1, Dynamics 365 Marketing and Dynamics 365 Customer Insights is being combined into a single cohesive offering. Let’s dive into what this transformation means for today’s businesses. Moving forward, the Customer Insights platform will provide capabilities for both…
Background Established in 1983 and established in Columbia, Maryland, Havtech represents the most innovative HVAC equipment and building automation system for manufacturers serving both the commercial and industrial markets. This depth combined with expertise in energy efficient HVAC system design and green building methods allows them to offer cost-effective solutions that provide a low environmental…
Let’s be clear, Intuit Field Service Management (IFSM) and Dynamics 365 Field Service aren’t even competing in the same arena. Both FSM platforms know their audience and play to their respective crowds. So, why bother doing a product comparison in the first place? Honestly, a lot of it comes down to a small, but crucial…
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…
For the 28th year in a row, Velosio is honored by Microsoft for achieving outstanding achievement and innovation. COLUMBUS, OH — August 21, 2023 — Velosio, the premier cloud applications partner for midmarket companies, has achieved the prestigious 2023-2024 Microsoft Business Applications Inner Circle award for the 28th year. Membership in this elite group is based…
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…
You just invested in a Microsoft Dynamics solution. Perhaps the implementation is complete, your users are comfortable with the technology, and your business is already realizing key benefits—whether it’s generating new revenue streams, streamlining workflows, providing access to actionable intelligence, or a combination of all three. Now it’s time to ensure the solution continues to…