Topic: Organizational Resilience

Assets Management

Learn More About Dynamics 365 Asset Management 101

Life Cycle Management (LCM). Total Lifecycle Management (TLM). Product Lifecycle Management (PLM). Different organizations refer to it using different names and acronyms, but all emphasize the importance of recognizing that every piece of equipment a customer buys is an asset unto itself, with a complete lifecycle of its own from procurement to disposal, and there…
Businessman Evaluating His Options buy dynamics 365

Learn More About How to Buy Dynamics 365

Buying D365 isn’t as straightforward as, say, creating a Teams account or subscribing to Office 365. Technically, you can sign up for Dynamics 365 directly from the Microsoft 365 admin center, create an account, and gain access to its game-changing capabilities. But— without an authorized partner on your side, you’ll have difficulty implementing D365 —…
Quickbooks vs Dynamics 365 ERP

Learn More About Quickbooks vs. Microsoft Dynamics 365

Unlike NetSuite or SAP, QuickBooks isn’t a true competitor to Microsoft Dynamics 365. Sure, both platforms help SMBs handle basic accounting tasks, beyond that sliver of overlap, the two have little in common. While Dynamics 365 covers the entire business, QuickBooks focuses solely on accounting, forcing users to rely on 3rd-party integrations for full coverage.…
Five Qualifiers for Microsoft Dynamics 365 Finance and Dynamics 365 Supply Chain Management

Learn More About Five Qualifiers for Microsoft Dynamics 365 Finance and Dynamics 365 Supply Chain Management

Selecting a new ERP solution is a tricky balancing act. The right solution supports your current needs, but also, offers the flexibility and advanced features necessary to accommodate future growth and ever-changing strategies. For many organizations, choosing between an SMB solution like Business Central and the more robust Dynamics 365 Finance and Operations (F&O) is…
Five Signs You Need a New Microsoft Dynamics Partner

Learn More About Five Signs You Need a New Microsoft Dynamics Partner

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…
iMIS iSimpleCert: Simplify Your Certification Tracking

Learn More About iMIS iSimpleCert: Simplify Your Certification Tracking

Does your organization manage a certification program? Administering certifications, education, and credit hours can be a time-consuming and challenging process for your staff. Enhance your process with Velosio’s iSimpleCert solution. It is a simple, flexible certification tracking tool to enhance your iMIS RiSE system. The iSimpleCert iFit for iMIS RiSE is a highly organized and…
iMIS Membership Hub iFit for Microsoft Teams

Learn More About iMIS Membership Hub iFit for Microsoft Teams

Many member-based organizations today are looking for new tools to help their employees be more productive and collaborative. As the workplace is becoming increasingly mobile and leaders are managing a growing number of remote teams, the need for efficiency and connectivity is greater than ever before. Microsoft Teams, as the hub for teamwork, is where…
Choosing Your Cloud Journey: Three Approaches to the Same Destination- on premises crm software

Learn More About Choosing Your Cloud Journey: Three Approaches to the Same Destination

If this year has proven anything, it is that businesses need to seriously consider their “cloud strategy.” By cloud strategy, we don’t mean enabling Zoom meetings and Google docs. A true strategy encompasses business applications ranging from ERP to CRM to office productivity to business continuity to relocating digital assets. Pre-pandemic, in April 2019, Gartner…
How to Customize Your Microsoft Dynamics 365 Theme

Learn More About How to Customize Your Microsoft Dynamics 365 Theme

With the new and exciting April 2019 release, Microsoft has decided to satisfy our desire for aesthetics and character with portalTheme Customization in Dynamics 365 applications. Previously, the top-most header of your organization’s Dynamics 365 application defaulted to the theme with the turquoise “waffle” and the black background. The fresh update empowers end users to…
Dynamics 365 CE schedule upgrade soon

Learn More About The CRM Maintenance Light Just Went “On” For Your Sales Engine

You take your car in for regular oil changes and scheduled maintenance every 15,000 miles. Your CRM requires a similar check every year to make sure it too is firing on all cylinders. Last month Microsoft not only announced its commitment to a twice-yearly online upgrade schedule for Dynamics 365 CE (Customer Engagement), but also…