When considering how to integrate Dynamics 365 CRM / Sales with Dynamics 365 Business Central there are a few things that need to be considered as there are different approaches to be taken. Integration from Dynamics 365 Customer Engagement (CRM) First let’s call out the Elephant in the room. While Dynamics 365 Business Central does […]
Why metrics matter Many companies don’t realise the value that is held within the data they own. Holding good data in a way that is easily extractable to information takes away the guesswork in knowing where to focus your efforts. It makes guiding the business – especially in uncertain environments – significantly more agile and […]
When talking to prospects, especially those wanting the Cloud Version of Business Central, I find that most want an “out of the box” implementation and are averse to having discussions on modifications. This feels like a new cycle in prospect discussions, and one that I am not sure is easy to respond too directly. We […]
I’ve been attending more Networking events recently and have been struggling to describe what Dynamics 365 Business Central does to help a business. Not because it does not do much but for quite the opposite reason; it delivers so many things for so many different businesses, how do you condense that into a 15 to […]
Recently I was talking to a prospect that already has Dynamics NAV (the old name for Dynamics 365 Business Central) in his group of companies. He had approached CBIZ for some advice on how to expand its use to businesses with up to 50 users. I decided to investigate what the best option was: move […]
The Pressure of the Making Tax Digital (MTD) Deadline A recent CBIZ prospect told me they were hoping to go live on 1 April this year, and they wanted a cloud-based ERP system. Their contract with the incumbent supplier was due for renewal on 31 March, but they had already decided not to go ahead […]
Having gone through the many changes in the life of Dynamics 365 Business Central, I have been reflecting on this latest change to a ‘proper’ cloud solution. Functionally, it has been a side step; no separate cloud version, no new code base, no separate client to configure. So, I question why I feel that this […]
We have recently engaged with a Dynamics 365 for Sales (CRM) partner to help on the Business Central part of their project. We always enjoy by partnering with other experts to solve an organisation’s problems, yet what I like about this particular opportunity is the way that the CFO has engaged the team. He was […]
Sometimes I get asked questions about what my day is like as Head of Sales and Marketing, so I thought best way to really answer those questions is to write a blog about it and explain how my typical day works. This Thursday morning, I stayed over in Grays in Essex and I have an […]
What is Making Tax Digital (MTD)? A new piece of legislation, to be introduced on 1 April this year, MTD is HMRC’s solution for UK business owners (or international companies with UK offices) to easily submit correct calculations and keep on top of their taxes. HRMC’s long-term aim for MTD is for it to help […]