Articles tirés du ERP Software Blog (articles en anglais)
Professional services firms need all their timesheets on time to bill clients quickly and keep consistent cash flows. But no one likes filling out their timesheets, and remote work complicates things. To get your timesheets on time, you need to make the process as easy as possible for your users. Look for a timesheet and […]
The post No more excuses! Get all your timesheets on time with TEDI Time and Expense appeared first on ERP Software Blog.
La planification et le suivi des budgets est un processus standard pour tout type de gestion par projet. Les clients s’attendent à ce que les budgets soient respectés et que les suivis soient effectués afin que tout le monde soit sur la même longueur d’ondes et pour éviter les mauvaises surprises tout au long du […]
The post L’importance de la planification et de l’estimation dans vos projets appeared first on ERP Software Blog.
Budget planning and tracking has become a standard process in any type of project management. Clients expect budgets to be followed and follow-ups to be done so everyone knows where they are at in the project and to avoid any bad surprises. Most companies build different scenarios in Excel spreadsheets, then manually enter the information […]
The post The Importance of Project Planning and Estimation for Project-Based Businesses appeared first on ERP Software Blog.
Qu’on les aime ou non, certaines industries n’ont pas d’autre choix que d’utiliser des feuilles de temps. Elles sont souvent le meilleur moyen de saisir les heures à un projet afin que la facturation soit faite rapidement. Les firmes de services professionnels ou qui gèrent par projet doivent pouvoir suivre les heures et facturables efficacement. […]
The post Les fonctionnalités essentielles d’une feuille de temps pour les firmes de services professionnels appeared first on ERP Software Blog.
Love them or hate them, some industries have no choice but use timesheets. They’re still the most efficient way to get all hours clocked to a project and ensure the finance team has all the information they need to invoice clients in a timely manner. Professional services firms and project-based firms are among those, as […]
The post What Makes a Good Timesheet for Professional Services Firms? appeared first on ERP Software Blog.
Beaucoup d’entreprises avec lesquelles nous nous entretenons affirment ne pas avoir de projets à gérer, mais en creusant un peu, on se rend compte que c’est ce qu’elles font depuis longtemps. La gestion de projet est au cœur de certaines industries, par exemple les services professionnels, mais beaucoup d’autres organisations peuvent bénéficier de ce type […]
The post Autodiagnostic: Votre entreprise devrait-elle gérer par projet? appeared first on ERP Software Blog.
A lot of companies we meet answer “no” when we ask if they have projects to manage, but once we dig a little deeper, it turns out they’ve been doing it all along. Project management is at the core of certain industries, for example professional services, but many other organizations need this type of structure […]
La majorité des firmes d’ingénierie et d’architecture travaillent avec une structure de projet matricielle, ce qui signifie que les services sont généralement définis et gérés par discipline autant que par marché. La haute direction peut ainsi profiter d’une meilleure visibilité sur les segments sur lesquels l’entreprise devrait se concentrer ainsi que les gestionnaires départementaux qui […]
The post Les principaux défis des firmes de services professionnels avec structure matricielle appeared first on ERP Software Blog.
A large majority of engineering and architecture firms work in a matrix organizational structure, meaning that services are typically defined and managed by discipline as well as by market. This way, upper management can have greater visibility into which segments they should be focusing on as well as which department managers may require additional resources. […]
The post Top Challenges for Professional Services Firms with a Matrix Organizational Structure appeared first on ERP Software Blog.
Une firme d’architecture de plus de 500 employés offrant de nombreux services a fait l’acquisition de plusieurs firmes plus petites au cours des quelques dernières années. Le résultat fut que tout le monde avait sa propre façon de travailler et d’interpréter les données extraites du système. En plus, la direction éprouvait de la difficulté à […]
Articles tirés du CRM Software Blog (articles en anglais)
While it’s mostly known as a customer relationship service (CRM) solution, Microsoft Dynamics 365 does far more than that. It not only offers a range of modules to optimize your business, but it’s also flexible enough to develop industry-specific solutions. JOVACO has done this for accounting firms. The resulting solution sits on top of the […]
The post How Accounting Firms can Leverage Dynamics 365 for their Operations appeared first on CRM Software Blog | Dynamics 365.
Microsoft has recently announced the upcoming launch of a brand-new feature for Word for the web: Designer, which will let you create polished documents directly from Word for the web. A targeted release has made the feature available for certain users already, but the standard release is planned for early November. Designer offers formatting consistency […]
The post New Designer Feature Available Soon for Microsoft Word for the Web appeared first on CRM Software Blog | Dynamics 365.
Companies evaluating Microsoft Dynamics 365 Sales will often ask us, “Can Microsoft Dynamics 365 users build their own reports?” The answer comes down to a couple of factors: What kind of reports do you need? What kind of relevant experience does your team have? By building their own reports, a business could potentially save thousands […]
The post Can a Microsoft Dynamics 365 User Save Money by Building Their Own Reports? appeared first on CRM Software Blog | Dynamics 365.
Microsoft Dynamics 365 Sales offers a wide range of functionalities to help the sales team manage their day-to-day activities, but every organization has their “secret sauce” or slightly different process that gives them their competitive edge and unique selling proposition. Microsoft understands this, which is why the Microsoft Power Platform lets professional services firms add […]
Most companies probably look at sales and operations as two different teams with two different sets of goals, but it’s more important than ever for these two groups to work together. As budgets tighten and timelines shorten, estimations have to be even more precise, and the start and end dates have to work with what […]
The post Why You Should Integrate your Projects to Microsoft Dynamics 365 Sales appeared first on CRM Software Blog | Dynamics 365.
If you’re already using the dashboards provided by Microsoft Dynamics 365 Sales, you may not see the need to use Microsoft Power BI as well. However, it can be an important tool to help professional services firms obtain better visibility on all the information they need, even data outside the CRM. Dynamics 365 Sales […]
While a customer relationship management solution is an important tool for any industry, it may be easier for companies that sell products to make a case for the use of a CRM than it is for professional services firms. As the latter sell time and expertise, they may not need to track which products clients […]
The post How Dynamics 365 Sales Can Optimize the Sales of Professional Services Firms appeared first on CRM Software Blog | Dynamics 365.
We recently talked about the benefits of customizing Microsoft Dynamics 365: from fields to forms and various business processes and workflows, you can adapt almost anything to your specific needs and realitiesBy ensuring your customer relationship management solution works well with your organization’s business processes, you can increase productivity, efficiency and user adoption across your […]
The post How to Customize Your Microsoft Dynamics 365 Sales (CRM) Solution appeared first on CRM Software Blog | Dynamics 365.
With social-distancing measures enforced across the world, many organizations are scrambling to keep their operations running while their employees are now working remotely. Luckily, Microsoft offers multiple tools that can keep your employees connected no matter where they’re located. A cloud-based customer relationship management platform such as Microsoft Dynamics 365 Customer Engagement and the Microsoft […]
The post How Microsoft Dynamics 365 Customer Engagement can Support Remote Work appeared first on CRM Software Blog | Dynamics 365.
This is a rewritten version of an older blog post. As the information is still relevant today, we decided to revisit some of our older content and update it. One of the main benefits of a customer relationship management solution is its flexibility and adaptability: it can be customized to enhance your processes and […]
The post Customizing Your Microsoft Dynamics 365 Customer Engagement (CRM) Solution appeared first on CRM Software Blog | Dynamics 365.