ERP buyers often begin with a feature or requirements list. A better starting point is the operating model: how the company plans work, manages change, controls financial exposure, and […]
Dynamics ERP for Professional Services
Your AI Strategy Is Only as Good as Your Project Data
Artificial intelligence is now central to how project-based businesses talk about the future of forecasting, resource planning, and profitability analysis. Finance leaders want AI to speed up decisions, and project […]
How to Manage Tenant Service Requests in Dynamics 365 Property Billing
Property billing involves more than calculating charges and sending invoices. When tenants report faulty meters, heating problems, damaged property, or other maintenance concerns, property managers also need a reliable way […]
7 Project Capabilities for D365 Finance You Didn't Know You Needed
Microsoft Dynamics 365 Finance can be a strong ERP foundation for project-based companies. But if you run projects, you usually need more than project accounting, time entry, billing, expenses, and […]
Why Payment Reconciliation Breaks in Dynamics 365 — and How to Fix It
In practice, ask a Dynamics 365 finance team what consumes their month-end, and payments come up quickly. Not the payments themselves, which usually work fine. The problem is what happens […]
BOGO Pricing Strategy: Managing Complex Promotions Inside Your ERP
Did you know that according to Deloitte, 4 in 10 American consumers are considered value-seekers, making discounts, promotions, and special offers increasingly important in competitive markets. For many organizations, Buy […]
10 Reasons You Might Need a Better Project Solution for Dynamics 365 Finance
Microsoft Dynamics 365 Finance can be a strong ERP foundation for project-based companies. But an ERP foundation is not the same thing as a complete project solution. Project-centric companies need […]
What Is Headless ERP? Benefits, Use Cases & Key Advantages
Introduction: The Shift Beyond Monolithic ERP ERP’s role is changing. It is not being eliminated. Instead, its architectural philosophy is shifting. This shift is driven by constant disruption in the […]
How to Audit Payment Processing Costs in Dynamics 365 Environment
Payments rarely appear on an implementation's critical path. Consequently they rarely get audited either. Yet for a client processing meaningful volume, cost of acceptance sits among the larger controllable expenses […]
Payment Processor Migration in Dynamics 365 - Avoid Acquirer Lock-In
Every Dynamics partner eventually takes this call. A client's processor has raised rates, or approval performance has slipped, or an outage took the checkout down for an afternoon. The client […]