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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
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
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
By utilizing AI and integrating with Microsoft 365 apps like Teams, Word, Excel, and more, Copilot translates spoken content into actionable tasks.
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
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 (
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
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.
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
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
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
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
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
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
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
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
Wine distribution software has myriad benefits, including advanced inventory management and purchase consolidation. Learn more.
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