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10 Mistakes to Avoid When Moving from Salesforce to Microsoft Dynamics 365 CE

10 Mistakes to Avoid When Moving from Salesforce to Microsoft Dynamics 365 Sales

There are many good reasons to move from Salesforce to Microsoft Dynamics 365 Customer Engagement. Whatever your reasons are to begin data integration, it makes sense to research the process before you begin to ensure you’ve thought of everything. It’s been said that intelligent people learn from other people’s mistakes. Since we know you’re smart, we…

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Dynamics 365 Field Service

2024 Release Wave 2 Highlights: Dynamics 365 Field Service

Increasing Customer Satisfaction While Optimizing Technician Productivity Providing services to customers in the field is all about increasing first-time fix rates and improving customer satisfaction. At the same time, service organizations need to keep costs low by optimizing resource productivity—through advanced scheduling and giving technicians mobile capabilities. No matter the size of your operation, Microsoft…

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Customer Service

2024 Release Wave 2 Highlights: Dynamics 365 Customer Service

It’s All About Improving Agent and Customer Experiences When businesses focus on streamlining their service processes, they make things a lot easier for their service agents. That enables the agents to deliver great service, which forges long-term customer relationships. Streamlining customer services is what Microsoft Dynamics 365 Customer Service is all about. The solution enables…

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Wave 2

2024 Release Wave 2 Highlights: Dynamics 365 Sales

AI Continues to Help Sales Reps and Sales Managers Work More Efficiently Artificial intelligence impacts the way just about everybody works, and this holds especially true in the sales realm. With the 2024 release wave 2 plan for Dynamics 365 Sales, Microsoft continues to prove its ability to deliver cutting-edge AI capabilities. Between October 2024…

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2024 Release Wave 2

2024 Release Wave 2 Highlights: Dynamics 365 Business Central

AI Continues to Make Life Easier for Users, Developers and System Admins As customers of Dynamics 365 Business Central know so very well, a key benefit of using Microsoft cloud applications is the roll-out of new features that takes place throughout the year. Following up on the spring update, Microsoft has announced the 2024 release…

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CRM Seller Adoption

How Sales Teams Can Improve the Customer Experience with These Tips & Strategies

In the sales world, we have reached a new inflection point. Customers across sectors have high expectations for personalized and seamless interactions. And at this point, it should not come as a surprise to anyone. It is just the new normal in a digitally native world. Whether through various digital touchpoints or face-to-face interactions, customers…

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business profit

Why Microsoft Fabric Makes Dollars and Sense for Private Equity Firms

In an era where data is as valuable as currency, private equity firms are turning to advanced technology solutions to streamline their operations, enhance decision-making, and maximize returns on investment. One such solution is Microsoft Fabric, a robust platform known for its cutting-edge data integration capabilities, AI-driven insights, and comprehensive cloud-based services. Why does Microsoft…

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Empowering accounting and finance leaders with technology

Realizing Results with Velosio: Microsoft Dynamics 365

Unlock the Possibilities of Microsoft Dynamics 365 Business Central Today’s marketplace is competitive. With every day bringing a new technological advancement, you need a partner that understands the business solutions that will enable you to keep pace. Successful small and medium-sized businesses have moved to the cloud with Velosio and embraced digitalization with Dynamics 365…

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woman making remarks to a man on laptop about digital transformation initiative

5 Ways CEOs Can Foster a Culture that Embraces Digital Transformation

Digital transformation is no longer an option – it’s a necessity. If businesses want to remain relevant and competitive, they must go digital. And it’s up to their leaders to get them there. CEOs play a critical role in driving digital transformation initiatives within their organizations. But creating a culture open to transformation can be…

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Chart showing business solutions and successes

How to Create a Unified View of Customers in Dynamics 365 Field Service

Creating a unified view of customers is essential for delivering exceptional service and building long-lasting, mutually beneficial relationships. However, creating a unified view of everything about your customers is easier said than done, especially if your field service company relies on a mishmash of different applications with data stored across many different systems. Dynamics 365…