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DC Digest – 2021 Edition 4

Welcome to our April newsletter dear readers!  Depending on where you are as you read this, I hope Spring has sprung!  For me, the weather is starting to warm up, and plants are beginning to bud while birds and animals are bustling around, getting ready for their new year.  Some of you might be…

Customer Engagement Success

3 Keys to Customer Engagement Success After over two decades of designing, building, and deploying Customer Relationship Management (“CRM”) and Customer Engagement (“CE”) systems, I’ve found recurring themes on what makes some projects more successful than others.  For this blog, I’ll use the newer term Customer Engagement (“CE”) to refer…

Setting up support in Dynamics 365 for Finance and Operations

Are you looking for an easy way for your users to create support tickets with the IT staff?  Is your IT staff using Azure DevOps, but it’s too confusing to get your end-users into?  Do you not have ticketing software, but you have many remote users who need to raise…

ERP Transformation: Readiness framework – Part 3

The last part of this Blog series explores questions of Training and Testing. I bet you don’t want to overlook these when planning for your ERP transformation readiness. If you’ve been keeping up on this blog series, are wrapping up the discussion following ownership and business requirements, and project communication…

Operating During a Pandemic? Upgrade your Budgeting in Dynamics 365 for Finance and Operations!

During times of global economic uncertainty, financial leaders turn to a budget to better control costs and compare actuals to forecasted revenues and expenses. Most budgeting processes are performed near year-end, compiled in Excel, and closely held within an Organization’s Accounting and Finance Departments. Sure, compiling a budget in Excel…

DC @ DC | Dynamic Consulting at DynamicsCon

DynamicsCon is a free online event with sessions coming up on March 16-18, 2021. DynamicsCon sessions are selected by the community through an online voting process. The conference strives for a fun, relaxed atmosphere where anyone is welcome to attend. Attending live is ideal, as you can chat with presenters…

Training:  An Afterthought or the Most Important Element?  10 Tips to Make Your Customer Engagement Implementation a Success

As I entered the consulting world this year, I was excited to learn all I could.  Expectedly, my learning curve was steep, but I also noticed an area consistent with my previous background experience – training.  New clients would partner with us and those with previous partners often had the…