Where Dynamics 365 Finance & Operations tackles, well, finance and operations, Dynamics 365 Customer Engagement, or D365 CE, extends the core platform – bringing that same data-driven precision and baked-in AI to all “people-centric” parts of the business. D365 CE is a collection of interoperable data management and CRM apps used to manage customer relationships,…
Microsoft Dynamics 365 is a total game-changer for hybrid organizations. It’s a comprehensive ERP platform that does all of the “usual ERP stuff” – managing finance and backend operational functions such as inventory, manufacturing, procurement, human resources, etc. – but also so much more. Dynamics 365 unifies all departments, functions, and line-of-business apps into one…
Microsoft 365: The Starting Point of Remote & Modern Collaboration Within the Microsoft Ecosystem, Microsoft 365 is the digital backbone supporting modern collaboration and productivity across the entire org – especially in remote or hybrid environments. The powerful productivity suite offers a myriad of cloud-based applications including SharePoint, Excel, OneDrive, and PowerPoint, each playing a…
Investing in a fully-integrated digital ecosystem is one of the best ways to build the resilience, flexibility, and agility it takes to succeed in this new low-code, generative AI landscape. This is true for any business – whether they’re fully-remote or doubling down on their commitment to the in-person 9-5. But, for those orgs charting…
In 2023, the technology landscape continued its rapid evolution, shaping the way businesses operate and interact with their world. As we step into 2024, it’s crucial to look back at the trends that dominated the past year and forecast the innovations that will drive the future. Looking Back at 2023 2023 was a year marked…
Leverage and Maximize Dynamics 365 User Adoption & Satisfaction In the ever-evolving world of business technology, staying ahead means not just adopting the right solutions, but also ensuring seamless integration and user satisfaction. This is where Velosio steps in, especially for companies leveraging Dynamics 365. As a leading partner for cloud applications, Velosio’s unique approach…
Background Kidder Mathews is the largest independent commercial real estate firm on the West Coast. With over 900 local market specialists and top-producing professionals, Kidder Mathews has 20 offices in Washington, Oregon, California, Nevada, and Arizona. The expertise of each local office is reinforced by the relationships, intelligence, and experience of the entire firm. The…
Background A large insurance company embarked on a journey to modernize its business systems and processes. With the help of Velosio, the company successfully transitioned to Microsoft Teams for both internal communication and their external phone systems and implemented Microsoft Dynamics 365 Business Central (BC) for financial management. The Need for Anywhere, Anytime Access The insurance…
Everybody’s talking about generative AI, specifically the smart chat applications powered by this technology, including OpenAI ChatGPT, Microsoft Copilot, Microsoft 365 Chat, and Bing Enterprise Chat. Understandably, there can be some confusion about which app does what and why or when you’d choose one over another. To help clear the air, we asked our resident…
In today’s fast-paced digital landscape, efficiency is the name of the game. Microsoft 365, a powerhouse suite of tools, has become the go-to solution for businesses and individuals aiming to streamline their workflows. But are you truly harnessing its full potential? Our experts here at Velosio, offer time-saving tips and tricks designed to transform your…
