Salesforce Field Service and Dynamics 365 Field Service stand out as leaders in the crowded FSM landscape. Both are powerful, AI-driven FSM platforms that use big data to fuel service operations and drive customer outcomes. Both provide a unified workspace for managing customers, communications, service requests, and ever-changing schedules. And, both offer robust customization options,…
Make no mistake: Implementing Dynamics 365 is a major undertaking with many moving parts. If your organization has never undertaken something of this scale, it’s natural to be anxious. Fortunately, Microsoft and its partners have established a reliable framework called ‘Success by Design’ that will help you set realistic expectations—for your organization and yourself—and ensure…
Greenhouse owners face unique operational challenges. To start, they manage living inventory with a limited shelf life. This requires precise timing as to when to start growing flowers, shrubs, and trees—and when to move them out of production to become available. Getting this right allows deliveries to reach customers at the right time so they…
You already know migrating to Microsoft Dynamics 365 Sales will significantly enhance your team’s efficiency and productivity. But you’re not the only one who needs to be convinced. To make the purchase, you must obtain buy-in from key stakeholders, including executive leadership and your IT team. Then, you need to get your users onboard if…
“You can’t improve what you don’t measure,” Peter Drucker – world-renowned management consultant and author of The Practice of Management Drucker’s wisdom certainly rings true for greenhouse growers. The fast pace of the growing and selling seasons—along with data isolated in different applications and inside someone’s brain—sometimes makes it impossible to access KPIs (key performance…
If you’re a current user of Microsoft Dynamics 365 Business Central (BC), you’re likely familiar with its robust capabilities to manage everything from financials to supply chain operations. But as Microsoft continuously updates the platform, it’s easy to overlook some of the powerful new features and enhancements being introduced. These updates are designed not only…
This piece by Robbie Morrison, CEO of Velosio, was initially published on Forbes.com. Check out the original here. One of the most hyped technologies in recent years, artificial intelligence (AI), has emerged as a disruptive force for businesses, the likes of which we haven’t seen since the emergence of cloud technology. The global AI market…
Effective decision-making is the lifeblood of modern businesses, especially for C-level executives striving to stay ahead in competitive markets. At the heart of this process lies the Enterprise Resource Planning (ERP) system, a critical tool designed to consolidate, manage, and provide actionable insights from your business data. When functioning effectively, an ERP empowers businesses to…
In this article, we’ll break down the Professional Services industry and explain where it is right now and what that means for you. Professional services cover various company types, including consulting, architecture and engineering, software publishing, IT services, marketing, etc. They all focus on providing specialized services rather than selling products. For example, accountants help…
As consulting firms grow, it’s easy for project team members to feel burned out. With multiple projects going on at the same time and projects comprising different team members, communications can bog down. Documenting progress, finding information, and confirming task status all take up too much time. As a result, the various team members—from marketing…
