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…
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In our prior business process post we defined what a business process is, and outlined some simple methods you can use to build an effective process library. To review that post, see: Building and Enhancing Business Process Documentation During lunch with a colleague of mine, we were discussing some networking opportunities he was engaged in…
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I’ve spent a lot of time over the last twenty plus years implementing ERP’s. During an ERP implementation, a requirements analysis is completed. Understanding current processes and workflows provides a firm foundation for the implementation’s requirements gathering Fit/Gap analysis and system configuration tasks. Implementation requirements gathering is usually an overview of critical functionality. In most…
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We all like to be “glass half full” people, but let’s face it, in a post-COVID world, we realize that disaster happens—either man-made or natural. How can your IT department ensure its prepared for anything? To prepare an IT department for a natural or human-related crisis, you must think about your business from every possible…
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Download to learn about the 7 ways cloud enterprise resource planning (ERP) can help your organization build resilience and agility today!
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Three years ago, COVID-19 triggered a wave of supply chain disruptions that forced the media — and the actual masses — to care about global supply chain issues. Now, we hear about supply chains all the time. It’s embedded in the news cycle and all over our social feeds. Even if you’re not paying attention,…
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Delivering field services takes a great deal of effort. You have salespeople talking to customers, you have administrators scheduling jobs, placing work orders, and ordering inventory, you have technicians visiting customer locations, installing assets, servicing assets, and providing maintenance. And yet, you can get all that right and still have customers dissatisfied if your customer…
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In today’s data-driven world, businesses that harness the power of data are gaining a competitive advantage over those that don’t. By collecting, analyzing, and visualizing data, businesses can gain valuable insights into customer behavior, market trends, and operational efficiency. These insights can help businesses make better decisions, improve their products and services, and ultimately increase…
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In the era of remote and hybrid work environments, organizations face the challenge of maintaining employee engagement and productivity. For many, like Velosio, the Microsoft platform has proven to be a valuable tool to enhance connectivity, collaboration, and work-life balance. How the Microsoft Platform Enables Employee Engagement Microsoft Platform: Promoting Work-Life Balance In an era…
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All field providers should have some kind of project management solution in place. By nature, running a service-based organization means monitoring and managing a ton of moving parts. You’re supporting customers and their assets. You’re balancing emergency services with scheduled maintenance. You’re managing a mobile workforce that relies on real-time information about jobs, inventory, and…
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