Latest Content
Welcome to our Resource Library. We hope you find something interesting to read, watch and share.
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1:03Watch VideoWhat 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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Read ArticleHow Distributors Can Streamline Dropshipping—with Microsoft Dynamics 365 Business Central
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3:49Watch VideoWhat 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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2:25Watch VideoWhen 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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Read ArticleManaging 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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1:01Watch VideoAdapt 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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5:52Watch VideoAnalyzing 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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1:18Watch VideoDriving 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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Read ArticleOil & 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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5:25Watch VideoPowering 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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1:31Watch VideoFrom 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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Read ArticleTop 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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1:37Watch VideoSetting 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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Read ArticleTelemetry 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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Read ArticleTelemetry 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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1:20Watch VideoUnlocking 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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9:02Watch VideoCompare 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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Read ArticleThe 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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4:15Watch VideoStreamlining 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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Read ArticleOctober 26: Put A/R Collections on Autopilot with iSolutions for D365 Business Central
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