Project-based organizations that are still utilizing legacy systems today have a host of potential system failure, compliance, and integration concerns. There are a number of reasons why organizations hold off on a digital transformation. One of the biggest is a fear that a “big bang” implementation will disrupt business. Although it might appear as though…
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…
In the ever-evolving realm of business, adaptability is the cornerstone of success for finance leaders. As the horizon of 2024 approaches, the call for agility, and efficiency grows stronger. The partnership between Velosio and KwikTag by Paymerang is an exemplary testament to addressing these challenges head-on, particularly in the domain of invoice management. KwikTag by…
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…