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Use ERP functionality and bank tools to streamline cash transaction processing and increase cash control. professional services revenue forecasting

Revenue Forecasting: a Professional Services Firm’s Secret Weapon

Revenue forecasting is a process used to predict future revenue for the purpose of making strategic business decisions. It plays a key role in helping firms secure long-term profitability, increase market share, and keep competitors at bay. Among professional services pros, revenue forecasting has long been considered more “art” than “science.” Though, with recent advances…

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Dynamics 365 Business Central

Dynamics 365 Business Central Teams Integration, and Excel

If you’ve spent any time poking around Microsoft’s various blogs in recent months, you’ve probably noticed they’ve been talking a lot about “activating the flow of work,” streamlining collaboration, and well, making it easier to get work done from anywhere. The Dynamics 365 Business Central and Microsoft Teams integration is central to this effort. Teams…

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Professional Services Industry Technology Impact

The Impact of Technology on the Professional Services Industry

Technology continues to shape the professional services industry in profound ways. For starters, cloud-based productivity apps and communication tools have given firms the ability to work remotely and engage clients in new ways. Advances in AI and machine learning can automate back-end processes that keep employees from performing valuable work — and as a result,…

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Examining Dynamics 365 ERP Key Features

Dynamics 365: Key Features & Capabilities

We’ve covered the Dynamics 365 ERP feature suite and the individual modules in the D365 ecosystem. Instead of rehashing the same old specs, let’s look at the opportunities Dynamics 365 unlocks for business users – regardless of size or sector. Below, we’ll explore how real brands use D365’s game-changing features “in the wild” to transform…

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Five Qualifiers for Microsoft Dynamics 365 Finance and Dynamics 365 Supply Chain Management

Five Qualifiers for Microsoft Dynamics 365 Finance and Dynamics 365 Supply Chain Management

Selecting a new ERP solution is a tricky balancing act. The right solution supports your current needs, but also, offers the flexibility and advanced features necessary to accommodate future growth and ever-changing strategies. For many organizations, choosing between an SMB solution like Business Central and the more robust Dynamics 365 Finance and Operations (F&O) is…

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Are Firms Really?Ditching?Traditional, On-premise ERP for Cloud-Based Systems?

Are Firms Really Ditching Traditional, On-premises ERP for Cloud-Based Systems?

Yes. Professional services firms are ditching on-premises ERPs for cloud-based systems in droves. But the mass exodus began more than a decade ago–making cloud-based ERPs less of a trend than an urgent priority–or even a basic competency. Organizations that remain loyal to their on-prem systems are taking on more risks than they might think. Worse,…

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Building Industry Vertical Solutions with Microsoft Dynamics 365 Accelerators

Building Industry Vertical Solutions with Microsoft Dynamics 365 Accelerators

Today, every company is a data company. It doesn’t matter if you’re a tech giant, a rising SaaS startup, or a cash-strapped environmental org—if you can’t put your data to work, your business won’t make it past 2025. But—some industries have it easier than others—with B2B sales, marketing agencies, e-commerce brands, being the most obvious…

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Scapta and Velosio Sign Contract for Distribution of Shopify Connector in North America

Scapta and Velosio Sign Contract for Distribution of Shopify Connector in North America

The agreement between Scapta and Velosio cements a strategic partnership to distribute newly launched Scapta Shopify Connector for Microsoft Dynamics Business Central.  The solution, developed by Belgian company Scapta, will be made available to Shopify stores worldwide, including more than 500,000 in the US market.  COLUMBUS, OH, October 17, 2018 — Shopify provides e-commerce solutions…