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Teams and Dynamics 365 CE for Improved Collaboration

Microsoft Teams and Dynamics 365 CE | Velosio ViewPoint Video Blog

Post-COVID, hybrid work solutions and the pursuit of “hyper-connectivity” have been critical priorities for Microsoft – which has invested heavily in remote collaboration tools that allow users to engage customers in new ways. The Microsoft Teams and Dynamics 365 CE integration is a big part of this effort – bringing communication channels, presentation tools, and…

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Using Outlook and Dynamics 365 Business Central

Outlook and Dynamics 365 Business Central Together | Velosio

Business Central offers an add-in that lets you view customer and vendor records while drafting an email, manage business interactions, and create and share business documents like quotes, invoices, or sales orders – all without leaving Outlook.  Now, before we get into the weeds, it’s important to note that  Business Central add-in for Outlook is…

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cannabis irs audit

What Cannabis Companies Need to Know About IRS Audits

It’s not like anyone should be surprised that legalization comes with a few trade-offs. The benefits of legal status come with tax obligations, regulation, and of course, the potential for audits – just like any legit business operation. It’s just that when it comes to the IRS, many companies experience the worst of the legal…

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Human error in the work place

How To Read NAV Error Messages

Don’t panic. Unless you should panic. Then by all means, panic. Take a breath, then think about what you were doing. Were you doing anything unusual? If it’s something you don’t think you can fix, try and leave everything as it is. Treat it like a crime scene. Don’t tamper with/destroy the evidence. Document it. Get a screenshot or…

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Dynamics 365 Customer Engagement: What Is a Dynamics 365 Customer Portal Anyway?

Dynamics 365 Customer Engagement: What Is a Dynamics 365 Customer Portal Anyway?

Dynamics 365 Customer Engagement: What Are Power Apps Portals Anyway? Microsoft’s security protections are one of its biggest strengths.  But – sometimes those protections create barriers, making it harder to work with stakeholders outside of your organization or adding friction to the customer experience. Power Apps Portals is a low-code tool that allows Dynamics 365…

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Comprehensive Guide to Dynamics 365 ERP

Microsoft Dynamics 365 ERP

Table of Contents What is Dynamics 365? Overview of Dynamics 365 ERP Dynamics Modules Guide Dynamics On-Prem to Cloud Migration Dynamics AX vs Dynamics 365 Dynamics NAV vs Dynamics 365 Dynamics GP vs Dynamics 365 Dynamics SL vs Dynamics 365 Quickbooks vs Dynamics 365 BC SAP Business One vs Dynamics 365 BC SAP S/4 Hana…

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Businessman Evaluating His Options buy dynamics 365

How to Buy Dynamics 365

Buying D365 isn’t as straightforward as, say, creating a Teams account or subscribing to Office 365. Technically, you can sign up for Dynamics 365 directly from the Microsoft 365 admin center, create an account, and gain access to its game-changing capabilities. But— without an authorized partner on your side, you’ll have difficulty implementing D365 —…

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Professional Services Professionals Discussing How to Meet Business Goals

Top 3 Ways Professional Services Organizations Can Exceed Goals in 2022 and Beyond

The business landscape is constantly changing and leaders at professional service organizations are facing new challenges in 2022 that pose a direct threat to their business success and profitability. It feels like no matter where you turn, businesses are closing their doors or limiting services due to a variety of reasons. Professional service organizations, including…

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Business Person Researching Microsoft Dynamics Licensing on a Computer

Microsoft Dynamics 365 Licensing Guide

Microsoft’s 2024 Official Licensing guide is a 62-page download that digs into every licensing option and user type across its expansive selection of modules and add-ons. You don’t need to scroll far before realizing that the Dynamics 365 licensing structure is a complex puzzle. A puzzle you’ll need to solve if you want to avoid…

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SAP S/4 HANA vs. Dynamics 365 Finance & Operations

SAP S/4 HANA vs. Dynamics 365 Finance & Operations

Microsoft Dynamics 365 Finance & Operations and SAP S/4 HANA are direct competitors. Both are top-tier enterprise ERPs with baked-in intelligence and AI automations. And–both are fully-loaded with advanced features for managing complex finance and supply chain operations. They’re also very different platforms with very different approaches to tackling a similar set of goals. SAP…