With more and more of the buying process moving online in a self-serve way, organizations need to understand how to blend sales and marketing while working to improve lead management. Learn best practices in the alignment process and hear from Marie as she shares insights from projects she has worked on with Dynamics customers who need this alignment to occur if they are going to get value out of their marketing automation tools and processes.
For executives, it is essential that you have full visibility into your business operations and that teams have the right tools and resources in place to keep processes moving seamlessly. Paperless automation makes your company more strategic, providing visibility, accountability, a competitive edge and substantial ROI. MetaViewer tracks every step of every transaction, providing real-time dashboards so leadership teams can track spend, identify bottlenecks and make more strategic business decisions.
Learn about successes and struggles, and gain advice about your data migration process.
A Visual overview of Project Operations
Enhance your existing solutions with Velosio apps or even create your own. Power Platform is the citizen developer’s best friend for reporting, automation, and custom apps.
While out-of-the-box Dynamics functionality is often the safest route, it’s not always best for more complex businesses processes. From add-ons to process automation, we have senior experts to find the most cost-effective and efficient approach to tailoring your Dynamics solution.
Get ready for the TED Talks of GP called Water Cooler Wisdom happening at 12:00 EST every other Wednesday starting April 21.
Transform your business by putting the full power of your data to work. Microsoft Dynamics 365 unifies CRM and ERP capabilities by delivering new, purpose-built applications to help manage specific business functions, including Sales, Customer Service, Field Service, Operations, Marketing, Project Service Automation, and Financials. KTL can help to seamlessly implement Dynamics 365 for greater productivity, deeper insights, and unique customizations to help businesses accelerate digital transformation.
Microsoft Dynamics 365/CRM has amazing process automation tools available to administrators and cowboys alike. The flexibility of these features can be overwhelming and scary when it’s your first rodeo. Don’t let the system job el guapo scare you away! Let’s learn about workflow settings, scope and everything you need to know to get started. By the end you will have the tools to solve your business challenges!
Your investment in Dynamics 365 and related digital marketing add-ons is an important part of marketing process automation.In this session you will learn about the 7 critical tasks that Marketers are automating, how Dynamics 365 and selected digital marketing add-ons can be used to automate those tasks, and a roadmap framework for prioritizing each of those areas in your business.
We know how important it is for your accounting system to remain your system of record, which is why we built AvidXchange AP and payment automation solutions to integrate directly with Microsoft Dynamics GP. Download this fact sheet for an overview of how these systems work together to help you reduce costs, improve security and enhance the efficiency of your bill payment processes.
A modern budgeting solution not only provides process automation, time savings and more accuracy, but it also helps manage your financial expectations for future periods. The latest forecasting technology allows you to estimate your financial outcomes based on past data on a weekly, monthly or annual basis. These aspects of financial planning provide critical insights and competitive advantages for your company.
Dynamics 365 PSA or Project Service Automation is a fully functional Project Management application for services organizations. Whether you are doing Fixed Priced/Milestone based projects or Time & Materials projects, D365 PSA is the right platform for any organization already using D365. In this session you will hear from our Delivery Head, Kuldeep Gupta, who has written one of the first e-book on PSA , has published several articles on the Dynamics community and publications like MSDynamicsWorld.
CFOs are playing an increasing role in the implementation and decision-making process for digital solutions. In this piece, learn why over 200 CFOs and senior finance executives feel hopeful about the future and anticipate growth in 2021.
Altec is a leading provider of integrated document management and process automation solutions. Our DocLink solution helps companies connect people, processes and data providing them with the ability to store, search, retrieve and send any document securely. DocLink effectively eliminates the need for paper while automating processes that improve organizational efficiency and reduce costs associated with human errors.
The EDI for Microsoft Dynamics NAV solution can automate operations and eliminate the error-prone manual processes that slow you down and cost you money. Position your business for scalability and growth with Fulfillment EDI automation from SPS Commerce.
With the EDI for Microsoft Dynamics GP solution from SPS Commerce, you can automate operations and eliminate the error-prone manual processes that slow you down and cost you money. Position your business for scalability and growth with Fulfillment EDI automation.
With the EDI for Microsoft Dynamics AX solution from SPS Commerce, you can automate operations and eliminate the error-prone manual processes that slow you down and cost you money. Position your business for scalability and growth with Fulfillment EDI automation.
In this webinar we will cover a variety of key considerations and tactics you can implement including breaking down barriers, leveraging data and delivering omni-channel customer experiences, how to integrate your systems to break down silos, an introduction to Trillium and how Trillium’s clients have improved their member engagement through marketing automation, a user case, and Q&A.
With the EDI for Microsoft Dynamics 365 Business Central, you can automate operations and eliminate the error-prone manual processes that slow you down and cost you money. Position your business for scalability and growth with Fulfillment EDI automation from SPS Commerce.
