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CRM Seller Adoption

How Sales Teams Can Improve the Customer Experience with These Tips & Strategies

In the sales world, we have reached a new inflection point. Customers across sectors have high expectations for personalized and seamless interactions. And at this point, it should not come as a surprise to anyone. It is just the new normal in a digitally native world. Whether through various digital touchpoints or face-to-face interactions, customers…

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business profit

Why Microsoft Fabric Makes Dollars and Sense for Private Equity Firms

In an era where data is as valuable as currency, private equity firms are turning to advanced technology solutions to streamline their operations, enhance decision-making, and maximize returns on investment. One such solution is Microsoft Fabric, a robust platform known for its cutting-edge data integration capabilities, AI-driven insights, and comprehensive cloud-based services. Why does Microsoft…

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Empowering accounting and finance leaders with technology

Realizing Results with Velosio: Microsoft Dynamics 365

Unlock the Possibilities of Microsoft Dynamics 365 Business Central Today’s marketplace is competitive. With every day bringing a new technological advancement, you need a partner that understands the business solutions that will enable you to keep pace. Successful small and medium-sized businesses have moved to the cloud with Velosio and embraced digitalization with Dynamics 365…

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What is the Advantage of Using a Fully-Integrated Cloud-Based Data Analytics Platform?

This idea that big data and cloud-based analytics have the power to transform entire organizations–and industries–is old news. Today, most companies run several cloud-based analytics solutions to understand their customers, run marketing campaigns, and improve everything from sales tactics to production processes. But for many orgs, there’s still a gap between implementing cloud analytics and…

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woman making remarks to a man on laptop about digital transformation initiative

5 Ways CEOs Can Foster a Culture that Embraces Digital Transformation

Digital transformation is no longer an option – it’s a necessity. If businesses want to remain relevant and competitive, they must go digital. And it’s up to their leaders to get them there. CEOs play a critical role in driving digital transformation initiatives within their organizations. But creating a culture open to transformation can be…

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Chart showing business solutions and successes

How to Create a Unified View of Customers in Dynamics 365 Field Service

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The Benefits of Combining Microsoft 365 With Dynamics 365

The Benefits of Integrating Microsoft 365 With Dynamics 365

Microsoft designed its various productivity platforms to bring out the best in each other. For example, Microsoft Dynamics 365 becomes a much more powerful resource when connected to Microsoft Excel, Word, Outlook, SharePoint, OneNote, Power BI, and Teams. Here are some ways that you can combine Microsoft 365 (formerly Office 365) with Dynamics 365 for…

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Customer Relationship Management

How to Improve Customer Retention with These Tips and Strategies

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CoPilot Jumpstart

How AI is Changing Decision-Making for Mid-Market Companies 

For mid-market companies, Artificial Intelligence (AI) offers a unique opportunity for growth and innovation. Typically identified with revenues between $10 million to $1 billion, mid-market companies have more resources than small businesses but less than large corporations. AI is a game changer, enabling them to scale rapidly with a relatively small investment. Deloitte’s Mid-Market Technology…

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Operations team going over their business processes.

A CSO’s Roadmap to Building Better Sales Forecasting with Dynamics 365 Sales

You may have reliable data collection tools that provide a highly granular view of your past performance. That is important, of course, but knowing where you have been is only so useful. Your business software should also be able to help inform where you are going. Consider this: Companies that move from legacy manual forecasting…