Encountering hurdles in your ERP project journey is not uncommon. Perhaps the timeline has stretched far beyond what was planned, or costs are spiraling out of control. Maybe you are starting to question the capability of the software to meet your business requirements. Regardless of the unique challenges, the good news is, that it’s never…
In today’s data-centric digital landscape, intelligence is central to any business strategy, especially as we look towards 2024. According to PWC, talent, technology and data will set winning professional services firms apart from the competition. Technology combined with data is a matter of life and death for professional services firms where the “product” is a…
Revolutionize sales outcomes by harnessing the potential of AI within CRM systems. In this blog post, we’ll explore how Velosio places the seller at the core of CRM projects, streamlining user experiences and making the most of AI to save time, elevate customer engagement, and provide invaluable insights. We’ll delve into how AI can draft…
In the evolving worlds of professional and field service industries, the need for agile, efficient, and integrated solutions has never been more pressing. Companies are seeking platforms that not only enhance their operational capabilities but also offer the flexibility to adapt to ever-evolving market demands. Enter the Power Platform – a holistic solution tailored to…
Today’s marketers and sellers have a problem they never expected to face even just five years ago: they have too much data and can make too many choices about their customer journeys. Do we have too much of a good thing now? Have our cloud-based, data-heavy tools made customer engagement hopelessly complex? Not necessarily. Microsoft…
Comparing D365 Field Service against an ExpandIT-enhanced Business Central retraces some familiar territory. It’s still a showdown between Microsoft’s SMB and enterprise platforms — a competition with no conclusive winner, as “value” can only be measured against individual business requirements. However, adding ExpandIT, a BC-specific ISV solution, into the fold makes things a bit more…
In modern business’s fast-paced and competitive landscape, nothing is more challenging—nor more critical—than your ability to make informed decisions. Good decision-making demands a deep understanding of customer interactions and preferences backed by reliable data. Microsoft Dynamics 365 Customer Engagement (CE) is a versatile suite of applications that streamlines sales and marketing interactions with your customers…
Navigating the crowded, ever-evolving FSM landscape is already a daunting process. Even for veteran IT pros and C-suite decision-makers. But, bigger tech transformations are already underway. Generative AI is exploding – and evolving at a breakneck pace. The IoT is finally taking off. Innovations in field mobility and mixed reality are changing the CX game…
This is the final post in our 2023 release wave 2 changes and functionality series. In prior posts we review: 2023 release wave 2 changes and new functionality for Dynamics 365 Finance, Supply Chain Management and Finance and Operations cross-app capabilities. 2023 release wave 2 changes and new functionality for Dynamics 365 Customer Service and…
In recent years, many organizations have made great strides in automating manual processes and high-touch data processes through digital transformation using ERP and CRM systems. However, this has largely reached a plateau. Microsoft’s 2023 survey on business trends found that 9 out of 10 workers hope to use AI to reduce these kinds of repetitive…