Dynamics 365 Finance

8 ways to optimize your service company

Streamlining service operations is crucial for service organizations to thrive. Manual processes often lead to delayed information sharing, an inadequate customer experience, and slow processing of invoices, reports, and more. With the help of a service management software, service organizations can optimize their business operations. Service management software can provide organizations with updates in real-time, …

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5 Signs It Is Time To Invest In A Field Service Solution

Your business is growing, administrative tasks are overwhelming, duplication of work is abundant, errors and manual processes are slowing your down, and your competitors are a step ahead. Does any of this sound familiar? If it does it is time to invest in a field service solution. Let’s look at the 5 signs it is …

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Using Dynamics 365 Marketing to Create a Personalized Event

Today’s customers are all about the experience. A report by Walker stated that by the end of 2020, customer experience will overtake price and product as the major differentiator for brands. We’re already seeing this prediction come to fruition.   However, creating a great customer experience, one that drives customer retention and loyalty, is easier …

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What is the difference between Microsoft Dynamics 365 Finance & D365 FinOps?

What is the difference between Microsoft Dynamics 365 Finance & D365 FinOps? Microsoft Dynamics 365 FinOps aka D365FO is the next generation of ERP Software evolving from Microsoft Dynamics AX as a cloud offering with a large list of new features. The D365 FinOps solution was split by Microsoft in 2020 into five different Dynamics …

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Best Practices For Dispatchers

Help dispatchers eliminate paperwork, redundant reporting and manual administrative work Let’s admit it - for dispatchers some work tasks seem tedious and redundant over time. It’s these manual time-consuming tasks that take time away from what really breathes life into your business, such as providing high level customer service and thinking of new innovative ideas …

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The Business Central Experience Meets Customer Engagement

JourneyTEAM is always looking for new ways to architect a seamless user experience with little integration effort for first-party apps within the Microsoft Business Applications ecosystem. Specifically, we’re looking for a way to build these experiences while utilizing the Microsoft Power Platform as the overlaying technology.    Recently, we’ve found another way to accomplish this …

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Field service in numbers

Let's take a look at field service in numbers! Did you know that 52% of field service and installation companies still  use manual processes? Did you know field technicians list pre-visit review of job history, visibility of spare inventory, access to historical data, and tracking time, as their biggest challenges? Field Service Management software helps …

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Protect Your Business from Data Loss with Microsoft’s Data Loss Prevention Software

Your ERP system is the crown jewel for cyber-criminals. Once they’ve infiltrated your system, these criminals can easily access the rest of your network, exploiting data, stealing information, and damaging business processes.     To safeguard your ERP system from these relentless criminals, data loss prevention (DLP) must be built-in to every layer. With Microsoft …

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3 Ways Mobile Field Service Software Helps Organizations Achieve Operational Excellence

Great service organizations have perfected organizational excellence. They have adjusted processes to reduce costs and maximize output. Whether service organizations are striving to be innovative or just keeping up with the competition, they have embraced digital platforms that help their teams be as productive as possible. Service technicians typically have multiple jobs in a day, …

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Overcome Tax Management Challenges by Leveraging Microsoft Dynamics 365 Automation

Both small and large businesses are pursuing digital transformation (DX) at a faster pace than ever before. Business leaders across the globe were readying their companies for DX even before COVID-19—and the trend has only accelerated since the pandemic’s onset. Many believe DX is the key to recovery, enabling businesses to be more efficient, resource-conscious, …

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