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…
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…