Moving your field service operations to Microsoft Dynamics 365 Field Service is a smart business decision. No matter what the driving forces behind this decision are, your team can see many benefits. But that is only if you execute the migration properly. Rushing into a major project like a Dynamics 365 data migration can lead…
You’re in charge of greenhouse production, and the sales manager just provided you with a month-by-month forecast of expected sales for the next selling season. You now know how many of each flower and plant type—by variety and by color—you need to produce. How will you next create a production plan, and then make sure…
It was only a matter of time before Microsoft’s generative AI tool, Copilot, found its way into Dynamics 365 for Field Services. Copilot has already landed in Microsoft 365, Microsoft Teams, Dynamics 365 Sales and Viva Sales, Dynamics 365 Supply Chain Management — and most recently, Microsoft Windows. The early reviews are in. Copilot’s smart…
This post is the eighth of our ERP implementation series. If you want to learn more about prior ERP implementation phases, look at: Navigating the ERP Sales Process: Successful VAR Selection Navigating the ERP Sales Process: Pre-Sale Requirements Review Preparing for ERP Implementation: Getting Started on the right Foot Preparing for ERP Implementation: Determining What…
This post is the seventh of our ERP implementation series. If you want to learn more about prior ERP implementation phases, look at: Navigating the ERP Sales Process: Successful VAR Selection Navigating the ERP Sales Process: Pre-Sale Requirements Review Preparing for ERP Implementation: Getting Started on the right Foot Preparing for ERP Implementation: Determining What…
Generative AI is making waves across industries, and it’s not hard to see why. This technology, which has matured rapidly over the past year, is being hailed as one that has the potential to impact our lives and businesses as significantly as the personal computer or the internet. In a recent panel discussion hosted by…
Client Overview Founded in 1984 in Pelham TN, Freedom Tree Farms, provides America’s largest retail corporations, fruit growers, top garden centers, wholesale nurseries, and more with numerous varieties of the highest quality bareroot and container-grown fruit trees and berry plants. The exception in the industry, Freedom Tree Farms grows buds, and grafts its trees on…
Client Overview DreamFields, the parent company of the popular cannabis brand Jeeter, began in California as a shared dream between three executives. With headquarters in Desert Hot Springs, CA, Dreamfields is constantly looking for ways to expand and improve upon the dream. DreamFields has teamed with the finest cannabis industry operators, partners, consultants, and professionals.…
Mounds of Paper An erosion control company was drowning in mounds of paper-based processes leading to inaccurate billing and payment delays. Every morning, paper-generated schedules were printed for foremen to take into the field and field work. They had to stop by the office, pick up work orders, load the necessary materials, and complete the…
As digital technologies continue to reshape industries, one thing is becoming increasingly clear: process automation is no longer a luxury — it’s an essential. Between the dispatching and invoicing, manual processes and emergency service calls, poor visibility and communication challenges, field service ops often create a challenging environment for both field techs and their office-bound…