Planning Your Organization’s Future with BI360

Many companies create budgets and forecasts using a combination of tools and methods. What if you had a single suite of functions that worked together to provide a solution for creating those budgets and forecasts?

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BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on July 19, 2017 at 12:19 by admin · Permalink · Leave a comment
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BKD Adds Cloud-Based Microsoft Solutions

Jerry Henderson, managing partner of BKD’s Performance Advisory Services practice, is proud to announce BKD Technologies (BKDT) is now a direct Microsoft Cloud Solution Provider (CSP). BKDT has been providing Microsoft Dynamics ERP implementation for more than 20 years. As a direct Microsoft CSP, we are able to expand our breadth of managed services and support offerings, truly making BKDT a one-stop, full-service cloud provider.

“As a certified CSP, we are able to help our clients gain access to the most comprehensive cloud-based business and financial management solutions,” Henderson said. “We are excited to bring additional business value to our clients, as well as embracing the next generation of intelligent business applications deployed via the cloud.”

Businesses can start addressing basic functions needed to operate with the options available through Microsoft’s cloud-based solutions and easily improve additional functionality as their business needs evolve. Dynamics 365 functionality includes: accounting, HR, payroll, manufacturing, distribution, field service, sales, marketing, CRM and business intelligence reporting.

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BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on July 6, 2017 at 12:16 by admin · Permalink · Leave a comment
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BKD Technologies Consultant’s Blog Still Going Strong

BKD Technologies Director Christina Phillips recently shared her Microsoft know-how in a podcast with Jason Gumpert of MSDynamicsWorld.com. She discussed her contributions to Microsoft Dynamics with the blog she created, Dynamics GP Land.

As a Microsoft Most Valuable Professional, Christina lends her industry knowledge and expertise to the GP-specific blog, which she intended to be a platform for collaboration. Created nine years ago, Dynamics GP Land is still relevant and thriving.

Click here to hear the podcast and learn more about why Christina created the blog.

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BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on June 20, 2017 at 11:52 by admin · Permalink · Comments Closed
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Using Excel Refreshable Reports in Dynamics GP

A Microsoft Dynamics GP feature that isn’t hidden but also often isn’t used is refreshable Excel reports. These reports give users the ability to view GP data using Excel without exporting data using SmartList. The data is live, and reports can be refreshed to view new and updated data. This webinar will demonstrate how to use and create these reports.

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BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on June 13, 2017 at 11:47 by admin · Permalink · Comments Closed
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Creating a Customer-Centric Culture in a Customer-Focused World

“It is not the employer who pays the wages. Employers only handle the money. It is the customer who pays the wages.” –Henry Ford

A recent conference on customer engagement shared principles that everyone can use to develop pro-customer organizations. The story is not necessarily one of revolution, but evolution.

Customers always have looked for the best products or services, but now their buying decisions are increasingly based on who also will provide the best experience. How can your business improve customer engagement to increase satisfaction and value?

The Customer Relationship Management (CRM) Evolution 2017 Conference tackled this subject. Here are some observations from the conference and how they apply to many organizations:

Questions companies need to ask include:

People do buy from people, but customers also need organizations—staffed with people and empowered by technology—where they can build a trusted relationship.

Creating Your Customer-Centric Culture

Even though digital transformation is more about the customer than technology, putting your customers at the center of an organization requires technology. The customer story has many chapters—sales, marketing, customer service, field service, purchasing, billing, social engagement, etc. As each chapter is written, the typical problem is that vital information gets trapped in separate systems, emails, files and spreadsheets. You can’t read one chapter of a book and expect to understand the full story.

This is one reason why we at BKD are excited about Microsoft Dynamics 365 Customer Engagement. We can help build a fully integrated, centralized platform for end-to-end customer management—for businesses of any size. It helps level the playing field for creating a customer-centric culture and elevating the customer experience. It has removed many barriers to competing on customer experience, particularly for small to midsize businesses.

View our webinar, “Excellence in Customer Service,” to learn more about some of the innovative customer engagement tools available with Dynamics 365.

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BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on June 9, 2017 at 17:53 by admin · Permalink · Comments Closed
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A Roadmap to Successful Software Implementation

No matter the size of a software implementation, it represents significant change for organizations and individuals. Specific industry requirements and practices further affect complexity and highlight the need for customization. Organizational stress is increased in the transportation industry with fleet management requirements, procurement lifecycles, multisystem integrations and payroll intricacies. As a result, risk management and a smooth transition are top of mind for any business implementing new software.

Project management methodologies reduce stress by handling the process, change and associated risks of software implementation. Engaging a professional project management team helps keep the budget and timeline on track, which lowers organizational stress. A well-constructed project plan reflects the tasks, responsibilities and timeline so team members understand expectations regarding workload and accountability. In the plan-development process, organizational constraints and transportation industry specifics are considered to achieve realistic deadlines with the allocated resources.

Read More

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BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on June 7, 2017 at 05:54 by admin · Permalink · Comments Closed
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Excellence in Customer Service

Customer service has become a popular topic in the current business landscape. This complimentary webinar will focus on changing customer service culture inside customer-centric organizations. Improving the bottom line through excellent customer service also will be discussed.

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BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on May 23, 2017 at 05:35 by admin · Permalink · Comments Closed
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Using & Creating SmartLists in Dynamics GP

SmartList and SmartList Designer provide Dynamics GP users many options for reporting. This complimentary webinar will demonstrate how to use existing SmartLists to search for data, drill down to GP windows and create favorites and reminders. Users also will learn how to create new SmartLists using SmartList Designer.

The post Using & Creating SmartLists in Dynamics GP appeared first on Dynamics GP Insights.


BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on May 9, 2017 at 11:58 by admin · Permalink · Comments Closed
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CRM/ERP Integration – Breaking Down the Silos of Workflow

The requirement to integrate CRM and ERP systems is common, and the conversation rarely starts with technology. The reasons vary, but the end goals often are to break down silos of data, enable collaboration, automate workflows and unify the business from end to end. Integrating CRM and ERP is a game changer, but it also can be complicated—until now.

The post CRM/ERP Integration – Breaking Down the Silos of Workflow appeared first on Dynamics GP Insights.


BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on March 21, 2017 at 11:59 by admin · Permalink · Comments Closed
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Integrate CRM and ERP the Better, Simpler, Code-lite and Codeless Way

A requirement to integrate customer relationship manager (CRM) and enterprise resource planning (ERP) systems is common here at BKD, and the conversation rarely starts with technology. The reasons vary, but most often the end goals are to break down silos of data, enable collaboration, automate workflows and unify the business from end to end. Integrating CRM and ERP is a game changer, but it also can be complicated—until now.

Solving the Challenges of ERP/CRM Integration

One of the major issues with integrating CRM and ERP systems in years past has been the need to use complex coding and connectors, which can break when you upgrade your system amongst other problems. This puts you back at square one where you most certainly don’t want to be.

However, you also don’t want your ERP and CRM systems operating independently of each other. Not only is your data stuck, your processes, people and customers are stuck too. You’re operating in silos and that means manual processes, poor visibility and, ultimately, lost profit.

Integrate CRM and ERP the Better, Simpler, Code-lite and Codeless Way

Integrating CRM with ERP streamlines and centralizes operations throughout your entire customer journey—from prospect to cash. Instead of being all over the map, you have a seamless flow of information and workflows between systems. You can go from disconnected silos to this…

So, how do you get there? Please join us on Tuesday, March 28, for a webinar where we’ll walk through how Microsoft Dynamics 365 and BKD are solving the challenges of integrating CRM and ERP.

Live Webinar

CRM/ERP Integration – Breaking down the Silos of Workflow in Dynamics 365

Tuesday, March 28, 2017 | 10:00 a.m. CST

Presenters:  Woody Davis, Business Development & Josh Pelkola, Managing Consultant

Register Now

As part of the webinar, we’ll introduce new ways to help you achieve integration success without the risks and issues of the past, including:

  1. Microsoft Dynamics 365. Microsoft has removed many of the integration barriers between CRM and ERP with the introduction of Dynamics 365 and Common Data Model. This new structure already includes seamless integration between applications for sales, customer service, operations, financials, field service and professional services automation. Through this cloud-based solution, standalone systems have been transformed into one connected business management solution. We’ll highlight the new architecture and functionality behind Dynamics 365 and what it means for businesses.
  2. BKD’s Code-Lite and Codeless CRM Integration. When you need an advanced integration solution perhaps to connect CRM to other ERP systems or data sources, our integration experts can use data integration tools and connectors. This greatly reduces the risk of your integration breaking down the road and opens the door to new ways you can connect your data, people and technology. We’ll highlight a few of the advantages of data integration methods.

 

We hope to see you at the webinar on Tuesday, March 28, and feel free to contact us with any questions.

The post Integrate CRM and ERP the Better, Simpler, Code-lite and Codeless Way appeared first on Dynamics GP Insights.


BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on March 16, 2017 at 05:46 by admin · Permalink · Comments Closed
In: Dynamics · Tagged with: , , , ,