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Welcome to our Resource Library. We hope you find something interesting to read, watch and share.

  • What can the implementation partner do to make sure the customer is successful?1:03

    What can the implementation partner do to make sure the customer is successful?

    In this insightful video, our Senior Project Manager, Trisha Gregory, discusses the most important things a partner can do to effectively manage a project. It emphasizes the need for establishing expe

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  • How Distributors Can Streamline Dropshipping—with Microsoft Dynamics 365 Business Central

    How Distributors Can Streamline Dropshipping—with Microsoft Dynamics 365 Business Central

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  • What are the most common mistakes a customer makes during an implementation?3:49

    What are the most common mistakes a customer makes during an implementation?

    Discover the three pivotal mistakes to avoid in your software implementation projects. In this insightful video, we dive deep into the complex world of resourcing and roles, deadlines, and change mana

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  • When Customers Stray: Strategies for Guiding Clients Back to Successful Implementation2:25

    When Customers Stray: Strategies for Guiding Clients Back to Successful Implementation

    In this video, Tammy Radecke, an experienced partner, addresses the challenge of dealing with customers who resist following implementation processes. With a proven methodology and a track record of s

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  • Managing Task Lists Now a Lot Easier with Microsoft 365 Copilot

    Managing Task Lists Now a Lot Easier with Microsoft 365 Copilot

    By utilizing AI and integrating with Microsoft 365 apps like Teams, Word, Excel, and more, Copilot translates spoken content into actionable tasks.

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  • Adapt and Thrive: How Partners Prepare Customers for Dynamic ERP Implementations1:01

    Adapt and Thrive: How Partners Prepare Customers for Dynamic ERP Implementations

    In this thought-provoking video, Greg Williams and Tammy Radecke delve into the key considerations for choosing the internal team when embarking on a new project. Discover the importance of team membe

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  • Analyzing Business Process Stages in Dynamics 365: Capturing Duration and Driving Insights5:52

    Analyzing Business Process Stages in Dynamics 365: Capturing Duration and Driving Insights

    In this video, we explore the challenge of analyzing business processes within customer engagement applications, such as sales, customer service, or field service. We focus on business process flows (

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  • Driving Success - The Crucial Role of Executive Sponsorship in ERP Implementation1:18

    Driving Success - The Crucial Role of Executive Sponsorship in ERP Implementation

    In this thought-provoking video, Greg Williams and Tammy Radecke delve into the importance of executive sponsorship and involvement in customer projects. We explore how the absence of decision-making

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  • Oil & Gas Technology Provider Retains Operational Workflows While Migrating to Modern ERP Platform to Enhance Functionality

    Oil & Gas Technology Provider Retains Operational Workflows While Migrating to Modern ERP Platform to Enhance Functionality

    If you operate a legacy version of Dynamics that Microsoft is about to sunset for technical support and patch updates, it’s a good time to move your ERP platform to the cloud.

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  • Powering Data Analysis: Power BI Integration with Dynamics 365 Customer Engagement Apps5:25

    Powering Data Analysis: Power BI Integration with Dynamics 365 Customer Engagement Apps

    Discover how Power BI can revolutionize data analysis in model-driven customer engagement apps such as sales, customer service, and field service. In this video, we explore various alternatives for in

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  • From Players to Champions- Choosing Your Internal Team for ERP Excellence1:31

    From Players to Champions- Choosing Your Internal Team for ERP Excellence

    In this video, Greg Williams and Tammy Radecke discuss the importance of flexibility and adaptability in project implementation, including challenges that can arise during a project, such as unexpecte

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  • Top 5 Features to Work More Efficiently in Your Dynamics 365 Sales Environment

    Top 5 Features to Work More Efficiently in Your Dynamics 365 Sales Environment

    Microsoft Dynamics 365 Sales provides a boatload of features to optimize how your sales professionals work in this modern digital age. While the number of features is exciting, they can also lead to t

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  • Setting the Stage for ERP Implementation - Preparing Your Internal Team for Success1:37

    Setting the Stage for ERP Implementation - Preparing Your Internal Team for Success

    In this thought-provoking video, Greg Williams and Tammy Radecke, industry experts in ERP implementation, discuss the essential steps to prepare your internal team for a successful implementation. The

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  • Telemetry Helps Remanufacturer Tune Business Central and Diagnose Performance Issues

    Telemetry Helps Remanufacturer Tune Business Central and Diagnose Performance Issues

    A great new tool from Microsoft that overcomes this challenge is Telemetry for Business Central. The feature can be turned on from within Business Central to emit telemetry data for various user activ

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  • Telemetry for Business Central: Everything IT Needs to Know About User Activity

    Telemetry for Business Central: Everything IT Needs to Know About User Activity

    The blog discusses the advantages of using Telemetry for Microsoft Business Central, whether it's operated online or on-premises. Telemetry is a feature that emits data on various user activities, whi

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  • Unlocking ERP Success Steps to Selecting the Ideal Implementation Partner1:20

    Unlocking ERP Success Steps to Selecting the Ideal Implementation Partner

    Choosing the right implementation partner for your ERP project is crucial for success. In this thought-provoking video, Greg Williams, VP of Strategy, shares expert insights on the essential steps cus

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  • Compare File Storage Options in Dynamics 3659:02

    Compare File Storage Options in Dynamics 365

    Learn how to effectively attach files and manage documents in the customer engagement app with these three options. In this video, we explore the process of creating notes and attaching files, using S

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  • The Benefits of Using Wine Distribution Software

    The Benefits of Using Wine Distribution Software

    Wine distribution software has myriad benefits, including advanced inventory management and purchase consolidation. Learn more.

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  • Streamlining your workflow with email engagement and Bing maps in Dynamics 3654:15

    Streamlining your workflow with email engagement and Bing maps in Dynamics 365

    In this video, we will explore how to enable email engagement in the sales insight settings. This feature is a toggle for administrators that allows users to create a record from the timeline in a sep

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  • October 26: Put A/R Collections on Autopilot with iSolutions for D365 Business Central

    October 26: Put A/R Collections on Autopilot with iSolutions for D365 Business Central

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