Background When a management consulting firm first approached Velosio, manually driven processes hindered their ability to maintain the highest level of client care and professionalism. With an aging Microsoft Dynamics SL back-end ERP and NetSuite for CRM, the team resorted to sticky notes and Excel spreadsheets. There was little to no visibility into its consulting bench…
Comparing D365 Field Service against an ExpandIT-enhanced Business Central retraces some familiar territory. It’s still a showdown between Microsoft’s SMB and enterprise platforms — a competition with no conclusive winner, as “value” can only be measured against individual business requirements. However, adding ExpandIT, a BC-specific ISV solution, into the fold makes things a bit more…
By now, you’re likely aware of Copilot, Microsoft’s AI-powered companion that’s making its way across Microsoft’s solutions. Copilot works to enhance productivity and streamline business operations through intelligent automation and insightful analytics. Copilot is now available in Dynamics 365 Business Central, where it’s sure to have similar impacts. While the current feature set lays the…
In recent years, many organizations have made great strides in automating manual processes and high-touch data processes through digital transformation using ERP and CRM systems. However, this has largely reached a plateau. Microsoft’s 2023 survey on business trends found that 9 out of 10 workers hope to use AI to reduce these kinds of repetitive…
The phrase customer relationship management (CRM) may seem self-explanatory, but when you put it in the context of something as complex as a large company it can get murky—much like the concept of supply chain for some people. Is supply chain procurement? Is it delivering raw materials to factories? Is it getting finished products to…
Cosmos Data Technologies, a pioneer in next-generation Business Central reporting, has joined forces with Velosio, a Microsoft Dynamics Partner with over 30 years of experience in the Microsoft Channel. This collaboration aims to provide Microsoft Dynamics Business Central users with a powerful cloud-based reporting solution to help them make data-driven decisions at the speed of…
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…
The global supply chain continuously evolves—striving to achieve the most significant advantages in efficiency, cost reduction, and customer satisfaction. However, it faces increasing complexities due to growing customer expectations, rapid market fluctuations, and a rising need for sustainable practices. Microsoft Copilot can assist in Supply Chain Risk assessment. Supply chains have been a prime area…
Background Founded in 1992, CertaPro Painters® focuses on providing customers with an extraordinary experience. Whether that project is in a home or commercial property, what matters most is the client’s complete satisfaction. Everything they do, their whole reputation, is about ensuring a successful project for the customer. Business Challenges For a services firm like CertaPro,…
Challenges like materials shortages, volatile economic conditions, and rising customer demand, have made it harder than ever for supply chain orgs to anticipate and meet demand. And — natural disasters, geopolitical turmoil, and other unexpected disruptions have only underscored the fragility of supply chains. Then there’s the fact that any disruption in one part of…