automation

Do you wish your organization was better at financial planning? Maybe you need a more efficient financial planning system that eliminates busywork and frees up your team to work on more important tasks. Well, if your financial modeling software isn’t keeping up with your company’s needs, it might be time to automate your financial planning …

The Benefits of Automating Your Business’ Financial Modeling Read More »

Dynamics GP doesn’t provide all the functionality needed to create the most efficient accounts payable (AP) process for your company. We explore how Microsoft Dynamics GP users are solving these platform issues by transitioning to automate their AP processes and the results that best-in-class teams are seeing.

KEY2ACT’s latest feature, Act, generates service calls directly from a customer’s incoming email, eliminating any need for manual entry, reducing time and errors. You design your custom email template that is configured for the information you need your customers to fill out in order to complete a service request. These fields could include the customer …

Automated Service Request Software from KEY2ACT Read More »

Enterprise resource planning is not just for internal work functions. Integrating your ERP with e-commerce can make managing your customer-facing work much easier and more reliable, through automation and real-time updates. If you sell products online, using ERP for retail business can help you manage your revenue streams more efficiently and effectively. 1. Inventory Levels …

4 Reasons Why E-Commerce and ERP are Made for Each Other Read More »

We all know that Dynamics ERP systems have accounts payable functionality, but the customer experience is typically cumbersome and the work involved with managing the outdated, manual process is inefficient and time-consuming. An AP automation solution, however, is designed to mirror your current approval processes and workflows, but without all the paper and inefficiency. By …

Is Your Accounts Payable Department Stuck in 1982? Read More »

In NAV 2016, Microsoft introduced a proper workflow engine and some templates, opening the door for user defined workflows right out of the box (where previously, an ISV solution or customization would be required). That said, with few exceptions, such as e-mails for approval requests, the scope of the workflows was entirely within the NAV application: …

How Microsoft Flow with Dynamics 365 & NAV 2017 Improves Process Automation Read More »

  Video Transcription: It all started with an idea, and a desire to operate a business under a set of core values: competency, quality, community, honesty, work/life balance, reputation and rewards. Founded in 2007, Dynavistics began in a small bedroom with an aspiration for providing breakthrough software and services to increase clients’ effectiveness, efficiency and …

Business Process Automation for Your ERP System Read More »

Managing businesses with multiple locations can be difficult. In order for a multi-entity business to run efficiently, streamlining the Accounts Payable (AP) process is a necessity. For operations to run smoothly, finance professionals must be able to process all invoices and payments from one centralized location that syncs with existing accounting systems and processes. By working with …

Boost Efficiency with AP Automation Read More »

In a world that’s quickly moving to the digital paperless era, having the ability to streamline your operations by capturing invoices from anywhere is essential to staying competitive. More and more companies are using OCR services to read invoices, extract relevant data and reduce the risk of human error. Microsoft Dynamics now offers a fully …

How Dynamics OCR Service Can Free Cash Flow Read More »

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