Technology continues to shape the professional services industry in profound ways. For starters, cloud-based productivity apps and communication tools have given firms the ability to work remotely and engage clients in new ways. Advances in AI and machine learning can automate back-end processes that keep employees from performing valuable work — and as a result,…
The forces transforming today’s professional services landscape – are familiar ones. We’re talking digitization, the shift toward data-first business strategies, our collective post-COVID recovery, and so on. You know, those same disruptive forces redefining all sectors from manufacturing and retail to healthcare and tech. These disruptors may sound like old news, and in some ways,…
Thanks, in large part, to COVID-19, digital transformation has finally become an urgent priority for all businesses – regardless of size, sector, or strategic goals. But the game has changed. Digital transformation is now embedded in the business strategy. Data strategies have matured. And, successful companies have upped the “transformation ante,” making it harder to…
Business Central offers an add-in that lets you view customer and vendor records while drafting an email, manage business interactions, and create and share business documents like quotes, invoices, or sales orders – all without leaving Outlook. Now, before we get into the weeds, it’s important to note that Business Central add-in for Outlook is actually two…
Post-COVID, hybrid work solutions and the pursuit of “hyper-connectivity” have been critical priorities for Microsoft – which has invested heavily in remote collaboration tools that allow users to engage customers in new ways. The Microsoft Teams and Dynamics 365 CE integration is a big part of this effort – bringing communication channels, presentation tools, and…
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It’s not like anyone should be surprised that legalization comes with a few trade-offs. The benefits of legal status come with tax obligations, regulation, and of course, the potential for audits – just like any legit business operation. It’s just that when it comes to the IRS, many companies experience the worst of the legal…
Don’t panic. Unless you should panic. Then by all means, panic. Take a breath, then think about what you were doing. Were you doing anything unusual? If it’s something you don’t think you can fix, try and leave everything as it is. Treat it like a crime scene. Don’t tamper with/destroy the evidence. Document it. Get a screenshot or…
Microsoft’s security protections are one of its biggest strengths. But – sometimes those protections create barriers, making it harder to work with stakeholders outside of your organization or adding friction to the customer experience. Power Apps Portals is a low-code tool that allows Dynamics 365 Customer Engagement subscribers to easily share data, content, and apps…
Table of Contents What is Dynamics 365? Overview of Dynamics 365 ERP Dynamics Modules Guide Dynamics On-Prem to Cloud Migration Dynamics AX vs Dynamics 365 Dynamics NAV vs Dynamics 365 Dynamics GP vs Dynamics 365 Dynamics SL vs Dynamics 365 Quickbooks vs Dynamics 365 BC SAP Business One vs Dynamics 365 BC SAP S/4 Hana…