New Video Release: CRM (Dynamics 365 for Sales) Integration with Dynamics 365 for Financials (3 min)

One of the great things about Dynamics 365 is the native integration between different business functions. This short video is for current and prospective Microsoft Dynamics 365 for Financials customers looking for integration with a CRM application, in this case, Dynamics 365 for Sales.

In the past, financial applications that the accounting team used have been separate from the sales applications that the marketing and sales team used. This was important because these two divisions needed different information and needed easy access to only that information. However, maintaining, cross-referencing and updating two separate applications is incredibly difficult. What happens if a customer’s address changed? The accounting team may have taken note of the new address, but marketing and sales are using the old address. Someone forgot to update the address change in the sales application. Wouldn’t it be nice if you didn’t have to repeat the same task in two applications?

Microsoft Dynamics 365 for Financials is directly integrated with Dynamics 365 for Sales (CRM). This means that if a customer’s address changes, you only need to make the change in one application and it is automatically reflected in the other. What a time saver! Now, the whole company is on the same solution – giving everyone the most up-to-date information possible. There are many more features of Dynamics 365 for Financials integration with Dynamics 365 for Sales!

Watch as a Dynamics 365 expert demonstrates the capabilities of CRM (Dynamics 365 for Sales) integration with Dynamics 365 for Financials!


Watch what is possible on Dynamics 365 for Financials!

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New Video Release: Top 5 Features of the PSA Module – Dynamics 365 for Project Service Automation

This short video is for current and prospective Microsoft Dynamics 365 customers interested in the capabilities of Microsoft Dynamics 365 for Project Service Automation (PSA).

Dynamics 365 for Project Services Automation is a SaaS solution that enables project-based businesses to run more productively, profitably and with higher client satisfaction. It integrates directly with the Microsoft Cloud and other Dynamics 365 applications to help your technology solution set expand as your business expands. Some of the capabilities of Dynamics 365 for PSA include opportunity management, project planning, resource management, team collaboration, time and expenses, customer billing, analytics and integration.

Watch as a Dynamics 365 expert guides you through the Top 5 Features of Dynamics 365 for Project Service Automation!


Watch what is possible on Dynamics 365 for Financials!

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A Business System Platform for Professional Services Firms and Project-based Businesses

Professional services firms and project-based businesses invest in technology to improve employee productivity, streamline operations, improve sales, marketing, and customer engagement. Additionally, these firms invest in order to get better insights into their businesses to drive continued improvements. Over time, most organizations have invested in a number of stand-alone point solutions addressing different areas of need. However, the largest and most successful companies, go beyond point solutions by creating a unified solution, either through an extensive integration of best-of-breed technologies, or standardization on a technology platform such as Oracle or SAP.

Until recently, the cost and complexity of implementing such a comprehensive solution was beyond the reach of all but the largest global organizations. That is no longer the case! With the introduction of Microsoft Dynamics 365 — joining Microsoft Azure, Microsoft Power BI, and Microsoft Office 365 — any size professional services firm or project-based business can deploy a truly unified platform solution providing robust functionality for every business function and employee role.

microsoft dynamics 365 applications

Traditionally, enterprises achieved technology automation through the implementation of Enterprise Resource Planning (ERP). ERP is generally defined as an expanded effort to standardize record keeping to permit information sharing among different areas of an organization in an effort to manage the business more effectively and efficiently. A successful ERP implementation formalizes and integrates business processes across the organization, leveraging a single, integrated information system platform.

In the manufacturing sector, ERP has been the primary focus of business technology investment. However, professional services firms and project-based businesses have significant technology needs beyond the back office. The customer focus of services firms and the fluid, dynamic nature of services businesses has made Customer Relationship Management (CRM) an equally important part of the technology equation. CRM assists the sales, marketing and customer services departments in your firm by focusing their efforts on bringing the customer the best value possible.

erp crm success

Ideally, a firm’s ERP and CRM system would work hand-in-hand – creating a unified system. ERP puts the product at the center of the interaction while CRM focuses on the customer and their needs. With Microsoft Dynamics 365, professional services firms and project-based businesses can have both ERP and CRM in one unified platform. Even better, Dynamics 365 is built in the Microsoft Cloud giving users access to the data they need anywhere, at any time and costs less than deploying an on-premise ERP and CRM solution.


Learn more about the Microsoft Cloud by download our white paper.

In the white paper, we will detail the business value of platform adoption, examine the specific needs of professional services firms and project-based business, review the elements of the Microsoft Cloud, and demonstrate why the Microsoft Cloud is the superior solution for the services sector.

We also included a general Primer on Cloud Computing for those who need a grounding or refresher on cloud concepts, as well as a review of Microsoft Dynamics 365 and Office 365 components and benefits.

Professional Services Firms – Do You Have the Tools to Face Today’s Challenges?

The Professional Services space continues to evolve and create new challenges for firms large and small. As market forces converge, it becomes increasingly difficult for professional services firms to differentiate based on the products and services they provide. These firms are discovering that their competitors copy many of their services and that their clients’ procurement departments compare every proposal with competing offers in minute detail. Even as price pressures squeeze profit margins, increasingly sophisticated clients are demanding that professional services firms deliver standardized elements at the lowest possible cost and provide differentiated service in the most cost-effective manner possible. The message is clear: professional services firms must either constantly innovate to deliver at the lowest cost the differentiated products and services clients demand, or risk being swallowed by competitive forces.

Solving these challenges is easier said than done. You need a technology partner or the right solution to help you overcome these challenges. Progressus Software is the answer for professional services firms – a next-generation professional services automation solution. Learn the key functionalities of Progressus in this short video!

Progressus Software

Progressus is a next-generation Professional Services Automation and ERP software solution, mobile-enabled and architected for the intelligent cloud. Progressus is built on the Microsoft Dynamics 365 platform and can be deployed on-premise or in the cloud. Customers can access their solution through role-based interfaces on their desktop, in a browser, or with a native mobile app on a tablet or mobile device.

As a Dynamics 365-based solution, Progressus is rapidly deployed with minimal configuration, but it is built on an agile development platform supporting unlimited customization and integration using standard development technologies – allowing you to use in-house resources to modify or extend the system.


Learn more about Progressus Software on Microsoft Dynamics 365.

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“The Impact of Dynamics 365 on the Channel – What Have We Learned and What’s Next?” An Online Conversation with the Dynamics Community

microsoft dynamics partners

The following is a blog post written by Terry Petrzelka, founder and former CEO of Tectura Corporation.

Back in August, I co-hosted a webcast with MSDynamicsWorld.com. The webcast, entitled “Dynamics 365 – What Does It Mean for Dynamics ERP VAR’s?” focused on the disruption in the landscape of Microsoft Dynamics resellers (VARs) following the announcement of Dynamics 365 from Microsoft at WPC 16. The issues were certainly front-of-mind in the Dynamics community – over 600 people registered, more than 400 joined us live and an overwhelming majority of the attendees stayed on the webcast for 90 minutes with significant Q & A.  We highlighted our thoughts on the five things resellers needed to know about the fundamental changes that the launch of Dynamics 365 would have on the market, five actions they needed to take to move forward, and three strategies to leverage in order to profit from Dynamics 365.  (If you missed it you can watch a recording of the webcast here).

Since that webcast, Microsoft made a number of announcements before and during NAV Directions and the Dynamics User Group conferences that brought more clarity to the situation and reinforced much of what we had predicted in terms of threats, opportunities, and actions partners needed to address.  After the launch of Dynamics 365, we have observed yet another significant threat to the traditional Dynamics VAR model – the BDO/Ingram Micro alliance – and expect to see more.

In response to these developments, we would like to once again engage with the Dynamics community to continue our conversation.  Along with Joe Longo of SBS Group, I’ll be moderating another webcast, “The Impact of Dynamics 365 on the Channel – What Have We Learned and What’s Next?”  Like our last webcast, we have created a program that is meant to both inform and engage and we will be encouraging attendees to share their thoughts and ideas on these vital issues. You can learn more and register for the webinar by clicking here. I also welcome comments here on the blog or feel free to email me with your thoughts at Terryp@ThePetrzelkaGroup.com.

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