D365 F&o

Posted on  by 



Month end processing is the most tedious process if not done right. The industry standard of month end is usually D+5 i.e., last day of the month, plus 5 days in the next month. While these are standard number of days th. Dec 11, 2019 In this blog we will learn how to create workflows in D365 finance and operation. For this blog we are taking example of Purchase order workflow. Which will allow us to create purchase order which is allocated to different persons for approval and review process. Navigate to Procurement and Sourcing SetupProcurement and Sourcing workflows, and Continue reading How to create and apply. Learn how to deploy, customize, manage, and use Microsoft Dynamics 365 services and applications. Get documentation, sample code, tutorials, and more. Documentation for Finance and Operations apps. In this article. Learn how to make Finance and Operations applications work for your business, using the resources in this topic to find great content for end users, developers, and IT professionals. We're interested in using your D365 for Finance and Operations Task Recorder Chrome extension as it was recommended during a partner training session. Our internal IT and legal teams would like some clarification around the usage of the tool.

Using Data, AI, Low Code, and a New Way.. To Drive CRM Adoption & Outcomes

9 out of 10 companies believe Customer Experience must be their main differentiation. Companies expect CRM technology to help drive the differentiation.

YET OVER 50% OF THE TIME – COMPANIES ARE NOT SATISFIED with their CRM Adoption or results

First – Traditional consultants start from scratch, focus on “big bang” projects, hours, change orders then leave for the next big project. The users are then left to “figure it out” on their own. At the same time – The IT team is stuck with trying to make course corrections while they sort through constant new product releases, shifting business requirements and stretched thin resources.

Voucher

The facts show that approach does not consistently work.

A new way forward…

And it’s not traditional early 2000s managed services which mostly “keep the lights on”. We call it a CX Success Subscription. We deliver only “Essential” features up front then work to train, support, adopt, optimize then CRM advisory to achieve business outcomes. All in one simple subscription.

Next – the way we consume information has changed. Monolithic CRM software often looks like cluttered forms where the user is left looking for what they need now. People want to consume information in contex World of warcraft 4.2 patch notes eu: software, free download. t – like apps on your phone.

Our subscription model allows us to look at human behavior and deliver contextual, low code Power apps to deliver just the right information at the right time to drive the best customer experience!

Microsoft d365 f&o

congruentX is a different kind of consulting firm.

We help companies to align their people and technologies using

Data, AI and a new way forward.

We do this by focusing on

  • Clients not Projects
  • People not Resources
  • Outcomes not just billable hours

We useour unique subscription model(notold schoolManaged Services)andlow code power apps War horse joey (november 2014)river oak saddlery. to deliver time and value and stay with our clients throughout the journey. TOGETHER

- Susan F.

“Our previous consulting firm was actually ok… but just ok… Every project was stop/ start with different people…”“They did what was on the contract, sent us change orders all the time and we were left to try to get the actual results we wanted.”“We got off track and were going to scrap the whole program…”“Its COMPLETELY different now”

MDM Commercial

CongruentX has given us the large company expertise with the small business cost and personal touch.– Jay Nunley CIO

D365 F&o Training

John S.

“We did not know where to start. CongruentX made it easy for us with their CX Optimize offering.”

Frank B.

“It took just a few days and our CRM was up and running. IT is so simple, we did not need much training. Everybody told us it would take at least 3 months to set the CRM up. We increased our efficiency 3 months earlier thanks to congruentX, “

D365 F&o Certification

Our Office

D365 F&o Modules

4080 McGinnis Ferry Rd
Suite 204
Alpharetta, GA 30005





Coments are closed