Topic: Organizational Resilience

iMIS iSimpleCert: Simplify Your Certification Tracking

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…
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iMIS Membership Hub iFit for Microsoft Teams

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…
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Choosing Your Cloud Journey: Three Approaches to the Same Destination- on premises crm software

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…
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office

Got Projects? Solve Your Toughest Business Challenges in the Cloud

In the past, you made a strategic decision to automate your business using Microsoft Dynamics SL because of the powerful combination of project and financial management capabilities it provides professional services firms. You have been leveraging one of the top project-based, on-premises business ERP applications in the industry for years. And for many organizations, Dynamics…
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How to Customize Your Microsoft Dynamics 365 Theme

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…
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Dynamics 365 CE schedule upgrade soon

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…
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Dynamics 365: Add and Manage Custom Data Fields Without Requiring Code Development

Dynamics 365: Add and Manage Custom Data Fields Without Requiring Code Development

In almost every implementation of business applications (ERP specifically), we often hear customers asking to add new custom data fields across various forms of the application, for them to be able to track additional data for their business needs. Sometimes, these custom data fields Microsoft dynamics 365 may involve certain level of custom business logic…
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Revenue Management: Effective Management of the Contract Lifecycle

As part of Velosio’s commitment to providing solutions and services to help professional services firms meet their organizational goals, we’ve extended Dynamics 365 Finance and Operations, Enterprise Edition with broad and deep functionality built specifically to address the needs of project based companies. Our Contract and Revenue Management Module effectively handles all aspects of contract…
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e-Procurement as a Strategic Advantage

As the economy becomes increasingly competitive, sustaining competitiveness and profitability requires organizations to focus on product innovation, higher quality, and faster response times, all of which must be delivered at the lowest possible cost. For many manufacturing and wholesale distribution organizations, this focus falls squarely on an effectively managed supply chain. Firms with the most…
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