Invoices can be captured several ways—including monitoring a shared mailbox, when a new PDF is dropped into a SharePoint folder, or running a Power Automate. This review process allows you to handle the exceptions if the background process cannot match with certainty. What Velosio’s OCR Invoice Review Provides: Streamlined Invoice Management Effortless Invoice Viewing: Quickly…
The Oracle NetSuite vs. Microsoft Dynamics 365 Business Central debate isn’t so much about which ERP solution is best. It is about which platform is better aligned with the needs of your business, employees, and the customers you serve. Oracle NetSuite vs. Dynamics 365 Business Central: Basic Overview Dynamics 365 Business Central (BC) is Microsoft’s…
Leverage additional abilities for approval management including approvals from 3rd party and complex filtering that Business Central approvals do not support out of the box with BC Approvals Solutions, created with Power Apps. About Velosio’s BC Approvals Solution: Supports the following: Multiple BC Environments Multiple BC Companies Record Types: Purchase, Sales, Customer, Vendor, Items, Journals,…
Improved planning capabilities help clients collaborate with vendors more efficiently Managing vendors effectively plays a critical role in delivering on client commitments on time and increasing margins on products and services. To solve this challenge, many businesses turn to Microsoft Dynamics 365 Supply Chain Management. The solution provides end-to-end processes to help manufacturers, distributors, consumer…
Enhanced Processes for Better Synchronization Among Sales, Operations and Accounting Teams Synchronization is key to managing projects that deliver value to your customers while generating a profit for your business. Your sales, operations, and accounting teams all need to collaborate closely on projects to close more deals, deliver services on time, and cut invoices as…
AI and Automation Help Finance Teams Increase Their Strategic Role To help finance teams play a more strategic role within their companies, Microsoft is leveraging next-generation AI to automate common activities in Dynamics 365 Finance. This gives more time back to end-users and reduces resource costs—while also providing valuable insights for faster decision-making. With Microsoft…
The advent of artificial intelligence (AI) has marked a paradigm shift across numerous sectors, with an unparalleled impact on the business world. From automated processes to personalized engagements, AI is revolutionizing how companies understand and leverage technology to create exceptional customer experiences. This transformative power of AI is now more evident than ever in reshaping…
It’s no secret that manual tasks and inefficiencies can slow down productivity and hinder innovation. For example, manual data entry across systems often results in errors and duplicated work, eating up time and disrupting workflows. Approval processes, when handled via email chains, create bottlenecks as tasks wait for manager review. Reporting is another area impacted;…
There are many good reasons to move from Salesforce to Microsoft Dynamics 365. Whatever your reasons are to begin data integration, it makes sense to research the process before you begin to ensure you’ve thought of everything. It’s been said that intelligent people learn from other people’s mistakes. Since we know you’re smart, we thought you…
Increasing Customer Satisfaction While Optimizing Technician Productivity Providing services to customers in the field is all about increasing first-time fix rates and improving customer satisfaction. At the same time, service organizations need to keep costs low by optimizing resource productivity—through advanced scheduling and giving technicians mobile capabilities. No matter the size of your operation, Microsoft…
