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Beginning August 1, 2021, our firm will officially change its name from […]
We are focused on the digital transformation of our practices and also our client's organizations.
MS Teams
Microsoft is releasing more integration points between the Microsoft Teams application and […]
Software Development services from our team is a dynamic process where we […]
Automatic Matching Accounts Receivable
Dynamics 365 Business Central Release notes and plans for 2021 Documentation Standard […]
Case Study
A manufacturer came to use to help systematize and improve their rebating system. We were able to create a custom solution to manage rebates and automatically validate rebates so that the team can manage the exceptions.
Basically, Dynamics 365 Customer Engagement is a Power Apps Model-driven app. They […]
Low Code
Microsoft has been touting its Power Apps and Power Platform as leaders […]
Import Account From Excel Into CRM
Need help getting some data into Dynamics 365? Here are the top […]
Case Study
The Challenge Client needed a way to do sales quotes for items […]
Case Study
Case Study: High Velocity Orders and A/R Payment Application The Challenge Client […]
Dynamics CRM has good tools to help prevent the creation of duplicate […]
Sometimes you need to delete a lot of items. You can even […]
In Microsoft Dynamics, they are called Option Sets. They come in three […]
CustomerSource has been around for a long time and has been known […]
**Update 2/8/21** More on the Business Central release in 9 Things to […]
(Third in a Series) In the first two blogs of this series, […]
There is a lot of software available that can help you accomplish […]
Dynamics 365 CRM has the ability to run your own custom C# […]
Our business has always relied on referrals as the primary source of new business generation, but in this challenging year, our data reinforced just how much we depend on our referral network for continued new business development.
Microsoft D365 2020 Release Wave 2
Microsoft’s Dynamics 365 Business Central latest release of version 17 adds some […]
*note Dynamics CRM is also called Dynamics CE (Customer Engagement)* Connecting  ERP […]
As you begin to plan for 2021, it is worth taking a look back at this difficult year and truly assessing the role technology has played in keeping things together, or possibly hindering your ability to perform.