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Can Artificial Intelligence (AI) Help Improve Operations for Your Professional Services Firm?

Can Artificial Intelligence (AI) Help Improve Operations for Your Professional Services Firm?

If you provide specialized people skills to clients as the main source of revenue for your organization, you are considered a professional services firm. There are many different businesses in this space, including software implementation partners, software publishers, system integrators, management consulting firms, accounting firms, marketing agencies, and the list goes on. Key Challenges /…

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Four Ways to Use Bookmarks in Microsoft Power BI

Four Ways to Use Bookmarks in Microsoft Power BI

When reading a book, we often bookmark sections or pages that we want to return to later. In Microsoft Power BI, you can bookmark specific views of pages much like in a book. Bookmarks in Power BI allow users to capture the current view of a report page, including the state of slicers and visuals.…

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Top 4 NetSuite CRM Features You Should be Using

Top 4 NetSuite CRM Features You Should be Using

Your NetSuite implementation delivers core CRM features out of the box. Below we will take a look at our top 4 NetSuite CRM features you should be using to optimize customer relationships and internal processes. Online Forms NetSuite online forms come in two flavors, customer and case. Customer Forms Online customer forms are used to…

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Evergreen: The Last Dynamics 365 Finance and Operations Upgrade

Evergreen: The Last Dynamics 365 Finance and Operations Upgrade

As companies grow, ERP complexity and customization increases. Therefore, upgrades can become intensive, disruptive, and time-consuming. It’s no wonder many companies will delay upgrades for long periods of time. Next to “new implementation,” no words may impact a client more than “upgrade.” After all, companies aren’t still on Microsoft Dynamics AX4 and Dynamics AX2009 because…

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Are you currently using bookmarks in your PowerBI reports? You should be.

Are you currently using bookmarks in your PowerBI reports? You should be.

The Microsoft Power BI bookmark feature was released with the summer update of Power BI desktop and allows users to highlight certain visuals and filters of a report to tell a story. One way to think about Power BI bookmarks is as if they were the next slide of a PowerPoint presentation. You can have…

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Kay Holdings wealth management

Kay Holdings – Wealth Management Firm Reaches New Heights with Dynamics 365 for Sales

The Challenge: The World of Private Wealth Management Volatile With growing client needs and the rapid changes in the marketplace, Kay Holdings felt their existing CRM system was falling behind. Their existing system lacked the ability to integrate with Microsoft Outlook, which was a major concern to the company’s management team since it was impossible…

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Case Study - Gorilla Glue distribution software

Gorilla Glue – Velosio’s Distribution Solution for Long-term Success

About the Company INDUSTRY: CPG Manufacturing & Distribution LOCATION: Cincinnati, OH SYSTEM: Microsoft Dynamics GP The Gorilla Glue Company is a manufacturer and distributor of “tough, strong” glue and tape products located in Cincinnati, Ohio. The Challenge The Gorilla Glue Company was growing exponentially and needed to adjust their processes to better manage their data.…