Starting October 1, 2022, Microsoft announced that emailing using Basic Authentication will no longer be available for clients using Microsoft (Office) 365 or Exchange Online services. During this webinar, we’ll walk you through the steps you need to take to make sure you’re prepared and prevent disruptions to your workflow.
webinar
WEBINAR: Cavallo’s Key2Act Connector
Cavallo SalesPad Key2Act Connector simplifies your sales processes so you can focus on more critical tasks. Stop manually updating your orders: Data about jobs and service calls are included automatically, increasing visibility across your operation.
Introduction to Business Central
Welcome to the introduction into Microsoft Dynamics 365 Business Central! An overview into this user-friendly product will be provided. BC is a compelling, customizable cloud-based software designed for mid-size businesses. It can run from anywhere on any device. BC provides continuity within your company by connecting the sales, service, finance, and operations teams. Therefore, each department can adapt and deliver faster results.
Key Features and Functions of Business Central:
- Links readily with the Microsoft Power Platform, including PowerBI
- Offers same functionalities and capabilities as Microsoft Dynamics NAV
- Native integrations are included with options to integrate CRM, Payroll, and other applications
- Easy to modify with no or low-code experience
- Product can be run from the cloud or on premise
- Extends more capabilities than GP, yet maintains a level of operational ease appreciated by that those familiar with GP
Curiosity is swirling around the world of Business Central. As a result, Implementation Specialists designed a webinar to cater to the needs of the intrigued. Are you one of them? We invite you to join our very own Allen Phillips as he hosts a presentation on the topic. A real-time demonstration will be offered. The webinar is designed for those interested in BC, as well as novice and advanced beginners currently utilizing the product. Keep February 9 at 1:00 CST open and register for the event here: https://www.iscorp.biz/event/introduction-to-business-central/. A recording will be available in our events library for those interested in the information but unable to attend live.
Why Business Central over other ERP solutions? Stay tuned for more head-turning information about this product. Implementation Specialists will assist in focusing on the appropriate platform to meet your business needs.
How to Tackle Billing Issues in Dynamics GP
Are you suffering from billing issues in Microsoft Dynamics GP? During the course of your workday, situations arise where you need slick, simplified methods to fix invoices while running KEY2ACT. Two wsTOOLS, VoidMaintenance and VoidReOpen, will have you running to your service manager asking, “Do you realize how many times a day these products could be beneficial to me and our company?”
It’s pleasing to hear exactly how these tools can help your Dynamics GP billing issues and improve daily functions. VoidReOpen returns the costs back to the service call for re-billing, reducing the need to issue credit memos and create additional invoices. Missing charges can be added or adjusted on the missing invoice.
On that same note, VoidMaintenance will reverse a maintenance invoice out of receivables and allow you to regenerate the invoice with the proper corrections. Even better, a recorded history of voided documents is kept for reporting purposes in both products
If your service manager is not yet convinced, Cheryl Simmons, Vice President and peer-proclaimed tools guru, simplifies the functionality of these tools for the end-user: “If one needs to void a service invoice due to a mistake or customer request, it can be voided while having the costs return to the service call. This way, any adjustments that are needed can be made. The same is true for a maintenance invoice. It turns back the contract information prior to running the voided maintenance invoice in question.”
Intrigued but wanting to see the solutions in action? Our webinar on January 26 at 1:00 CST will satiate your hunger. You guessed it, Cheryl will be running the show. Register for the Tools to Tackle Billing Blunders webinar here: Tools to Tackle Billing Blunders.
We look forward to “seeing” you at the webinar.
CRM, Is It a Right Fit For Me?
CRM systems are an integrated system used for managing customer relationships. CRM systems can be used throughout your company to improve and track your customers, as well as track how they interact with your company – all in one place.
There are many benefits of using CRM systems, the following are just a few:
- Data is stored in one location.
- Communication and collaboration across your company is improved.
- Managers are able to more efficiently monitor their teams and spot potential problems earlier.
- Historical data and forecasting ability creates an environment for sustainable growth.
Are you curious about how to make CRM work for you and your company? Join our CRM/BI Consultant, Jerica, for one of our upcoming CRM Webinars. If you can’t attend, still register and we will send you a copy of the recording.
January 30th – Managing your data through CRM dashboards
February 20th – CRM: Global and Advanced Finds
April 24th – Why CRM is a great Asset to Your Company
Have questions about CRM? Contact us for more information.
