As companies grow, ERP complexity and customization increases. Therefore, upgrades can become intensive, disruptive, and time-consuming. It’s no wonder many companies will delay upgrades for long periods of time. Next to “new implementation,” no words may impact a client more than “upgrade.” After all, companies aren’t still on Microsoft Dynamics AX4 and Dynamics AX2009 because…
The Microsoft Power BI bookmark feature was released with the summer update of Power BI desktop and allows users to highlight certain visuals and filters of a report to tell a story. One way to think about Power BI bookmarks is as if they were the next slide of a PowerPoint presentation. You can have…
All who attended Microsoft Inspire in Las Vegas and the Microsoft Business Summit at Seattle this year would have heard a lot about the Microsoft Power Platform. All the surrounding apps and services in Dynamics 365, such as Microsoft PowerApps, Flow, Power BI, CDS, etc. now are referred as the new Power Platform. These powerful…
Heavy equipment dealers, along with nearly every industry across the board, are caught up in information and system overload. If left unmonitored, it can be a major deterrent to the success of any business. Although every new piece of data available is not critical when it comes to better decision making, there are a few…
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.