There are many Dynamics 365 upgrade issues that can cause a migration to fail. Unruly, inaccurate datasets. A lack of internal knowledge or the technical skills needed to realize the promise of the new system. Migrating old, complex customizations. The list goes on. However, most Microsoft Dynamics issues can be avoided with proper planning and…
The cloud hardly feels disruptive in an era dominated by AI and big data. After all, migrating from on-premises hosting to the cloud has been an urgent matter for years—a critical first step in any digital transformation journey. COVID has further solidified the cloud’s place in the IT stack. We’ve seen organizations scramble to meet…
As wholesale distribution companies expand, it’s inevitable that with progress comes growing pains. Common tasks, procedures and workflows that were once easily manageable in a small environment become complex and challenging with the addition of staff and warehouses with siloed software solutions. Thankfully, advances in enterprise resource planning, or ERP solutions for distribution management, and…
Medical equipment and service companies operate in highly competitive markets where factors like effective spare parts management and field service automation (FSA) can have a significant influence on costs and contract pricing as well as overall customer satisfaction. In addition, tracking parts for work orders and repairs can have a direct impact on first time…
In a new report entitled, “Is Now the Time to Purchase a New ERP for Wholesale Distribution,” Jutras makes a compelling case for distributors to move forward with a software purchase, in spite of today’s economic environment. Based on the survey responses of more than 100 wholesale distributors, Jutras’s report sets the stage by stating…
Velosio’s Microsoft 365 and Office 365 Licensing and Management Services will allow you to simplify and control the most fundamental tool set your employees use every day, but the advantages go much further. In a modern digital workplace where remote workers are the new normal and online interaction sometimes outstrips in-person interaction, it is crucial that…
How do restaurant equipment distributors delight their customers while experiencing exponential growth? According to Dirk Beveridge, founder of UnleashWD, and author of the book, Anything is Possible: Using the Power of Vision to Drive Innovation in Distribution, it’s by “thrilling” your customers, and it all starts with improving your distribution management. He cites Berlin Packaging as…
If you provide specialized people skills to clients as the main source of revenue for your organization, you are considered a professional services firm. There are many different businesses in this space, including software implementation partners, software publishers, system integrators, management consulting firms, accounting firms, marketing agencies, and the list goes on. Key Challenges /…
When reading a book, we often bookmark sections or pages that we want to return to later. In Microsoft Power BI, you can bookmark specific views of pages much like in a book. Bookmarks in Power BI allow users to capture the current view of a report page, including the state of slicers and visuals.…
Your NetSuite implementation delivers core CRM features out of the box. Below we will take a look at our top 4 NetSuite CRM features you should be using to optimize customer relationships and internal processes. Online Forms NetSuite online forms come in two flavors, customer and case. Customer Forms Online customer forms are used to…