The Challenge: The World of Private Wealth Management Volatile With growing client needs and the rapid changes in the marketplace, Kay Holdings felt their existing CRM system was falling behind. Their existing system lacked the ability to integrate with Microsoft Outlook, which was a major concern to the company’s management team since it was impossible…
About the Company INDUSTRY: CPG Manufacturing & Distribution LOCATION: Cincinnati, OH SYSTEM: Microsoft Dynamics GP The Gorilla Glue Company is a manufacturer and distributor of “tough, strong” glue and tape products located in Cincinnati, Ohio. The Challenge The Gorilla Glue Company was growing exponentially and needed to adjust their processes to better manage their data.…
In one of my earlier posts, I elaborated some of the functionalities of the vendor collaboration/vendor self-service feature of Microsoft Dynamics 365 for Finance and Operations – Enterprise Edition and what was coming in future releases. With the Fall release (Version 7.3), Dynamics 365 for Finance and Operations has much more to offer to automate…
Simply put, Microsoft Dynamics 365 for PSA unites opportunity management with project planning and management. After the sales and planning stage, Microsoft Dynamics 365 PSA excels at handling resource management, team collaboration, time and expense management, customer billing and service analytics.
I’m often asked about PSA (Professional Services Automation) solutions by potential buyers. Is it critical to success? Is it more of a luxury solution to make things easier? Will it pay for itself in the long-run? Short-run? What they’re really asking, in most cases, is: “How do I sell it to our executive team?” For…
Those of us who make our living in the Microsoft Dynamics Ecosystem have made friends with Dynamics 365 and apprehension has been replaced by enthusiasm and eagerness to innovate.
AXIO Core Financials is designed to help larger, enterprise-level organizations implement who require universal integration of finance across any number of countries, companies and other entities.
Major news in the enterprise Dynamics community was broken last week. Microsoft Dynamics 365 for Operations is nearly ready for a hybrid deployment, meaning enterprise-level firms will be able to experience the best of both worlds. The hybrid cloud deployment allows enterprise firms, who could not consider a cloud-only solution, to receive the multitude of benefits of Microsoft…
There has been a much speculation from the Dynamics community of customers and resellers as to the ultimate release of pricing for Microsoft Dynamics 365.
This post elaborates on natural stages a distribution company progresses through as it matures in strategy and business process alignment; The Distribution Maturity Model