Having a seamless finance and sales integration is fundamental to sustaining and growing any business. With the integration of these two ERP and CRM powerhouses, businesses gain efficiency, improve customer experiences, and ultimately improve profitability.Microsoft’s tech stack allows for a seamless integration between ERP powerhouse Dynamics 365 Finance & Supply Chain Management and its CRM counterpart, Dynamics 365 Sales.Boyer recently hosted a webinar titled "Better Together - Dynamics 365 Finance and Sales." In this webinar we explored the following six key advantages of leveraging this finance and sales integration:1. Single Source of TruthAt the heart of Microsoft Dynamics’ sales and finance integration lies … [Read more...] about Six Advantages of Finance and Sales Integration
Say goodbye to bad data: How to maintain clean CRM data
In today’s data-driven world, the ability to maintain clean CRM data is essential for the success of any organization. Poor data quality can cause financial setbacks, contribute to operational inefficiencies, and hamper decision-making. As the saying goes, "garbage in, garbage out." No matter how advanced your tools are, if your data is bad, the insights and decisions derived from it will be flawed.This post will cover:Why your CRM data quality matters Regardless of your company’s size, clean data is critical to efficient operations. For small businesses, accurate data maximizes sales opportunities, while for larger enterprises, clean data prevents errors from compounding into costly issues.Maintaining data quality ensures that … [Read more...] about Say goodbye to bad data: How to maintain clean CRM data
Microsoft named a leader in Gartner’s 2024 Magic Quadrants
Microsoft has long been a leader in technology, so it’s no surprise that the company has once again made headlines. As technology research firm Gartner releases its 2024 Magic Quadrant reports, the Microsoft name is popping up in multiple categories.Significance of Gartner’s Magic QuadrantGartner's Magic Quadrant is one of the most respected evaluations in the technology sector, assessing and ranking top technology providers. Gartner then places each company into one of four quadrants:Gartner releases a new ranking each year, and industry stakeholders highly anticipate the annual reports. Besides showcasing where companies stand out among their peers, the reports also highlight trends in the industry.Microsoft: A dominant force across … [Read more...] about Microsoft named a leader in Gartner’s 2024 Magic Quadrants
Boyer gets new team lead for CRM and ERP project managers
Boyer’s CRM and ERP project manager team is growing with the addition of Alicia Hays as our PMO team lead. She has a master’s degree in communication with a minor in leadership and several years of experience in project management.Hays grew up in a small mountain town in Colorado but has always had a thirst for adventure. She took an internship with Disney World, spent a year teaching fourth grade in South Korea and headed up a travel group for disabled adults, among other adventures.Networking has been a big part of Hays’ life and is what led her across the globe. She ended up in South Korea when a friend who was leaving asked if Hays would want the teaching position. She jumped at the chance to experience a new culture.“I loved it there … … [Read more...] about Boyer gets new team lead for CRM and ERP project managers
Unlocking automation efficiency with invoice capture in FSCM
If your business is drowning in stacks of paper invoices and manual data entry, you're not alone, but there is hope. Our team helps businesses everywhere turn to innovative solutions like Microsoft’s Dynamics 365 Finance & Supply Chain Management. The invoice capture in FSCM can help you streamline operations and reduce errors. Give your data entry person a break and create efficiencies in your AP team. Learn more about invoice capture, its benefits, and how we can help you implement it in your organization to save time and money. Watch a short demo video.What is invoice capture?Invoice capture refers to the use of technology to automatically extract data from invoices, whether they are in paper or digital format. You've heard … [Read more...] about Unlocking automation efficiency with invoice capture in FSCM
What we took away from Summit 2024
Thousands of Microsoft users converged on San Antonio, Texas last week for the Community Summit North America conference. Among those taking in sessions, absorbing new information and networking at Summit 2024 were three Boyer team members.Here’s their impression of key takeaways from this year’s user group conference:Caleb Funderburk, Delivery Resource Manager“At Community Summit 2024, we explored several key areas that are shaping the future of our industry. A top priority was the importance of data governance and practices. Data governance is crucial for ensuring the integrity, security, and usability of data within the Microsoft Business Applications we implement. This focus will significantly enhance our customers’ efforts to … [Read more...] about What we took away from Summit 2024
PMO consulting team gains an expert
Boyer’s PMO consulting team has gained an expert in the field with the addition of enterprise project manager Christian Lund.With an eclectic background in philosophy, theoretical physics, aeronautical engineering and nonprofits, Lund lends a unique perspective to Boyer’s project management team.Lund graduated in 2010 with a bachelor’s degree in philosophy, a major he chose largely due to his love for logic and systems. At the time, rumors of AI and its large language datasets led many to study philosophy with the intent of getting involved in the technology industry.“I fell in love with datasets because of how complex it was,” Lund said.Lund’s first role was in aeronautical engineering at what is now called BP Aero, a company that … [Read more...] about PMO consulting team gains an expert
Microsoft announces end of life for Dynamics GP
Support and updates will go away September 2029Microsoft has officially announced the end of Dynamics GP. As of Sept. 30, 2029, GP support and updates will no longer be available. Security patches only will continue through April 2031.Of course, 2029 is still five years away and if we’ve learned anything about GP, it’s that the popular ERP is a workhorse that just keeps working. For that very reason many GP clients won’t even bat an eye at the news.We get that. GP has long been a powerhouse ERP, capable of doing so much. Its versatility and extensive capabilities made it the perfect choice for mid-sized companies in multiple industries. It was — and still is — a great product! There’s just one problem: It’s not on the cloud, … [Read more...] about Microsoft announces end of life for Dynamics GP
Boyer welcomes new CRM solution architect
Boyer & Associates is growing its CRM consulting team. Please join us in welcoming Wisconsin native Lance Squires as a Power Platform/CRM Solution Architect.Spurred on by a life-long desire to learn new things, Squires spent his teen years dabbling in computer coding and building or fixing computers for family members.“My dad just installed a sense of curiosity and the desire to understand the world around me,” Squires said. “He made me always question the things around me and allowed me to want to understand things in general as well as how things work.”Fascinated with weather patterns, Squires initially went to the University of North Dakota with the intent of becoming a broadcast meteorologist. Three years into the program, he … [Read more...] about Boyer welcomes new CRM solution architect
My perspective: Microsoft ERP wins at IMTS
I'm Matthew Gaalswyk from Boyer & Associates. I recently attended the IMTS 2024 manufacturing conference in Chicago, IL and wanted to share some of my thoughts and insights on the event. The experience was nothing short of incredible, with four massive halls packed with over 1.2 million square feet of cutting-edge exhibits. It was a playground of the latest advancements in technology and innovation, all aimed at revolutionizing the manufacturing world. Amidst all the excitement, one thing became crystal clear to me — No matter how impressive the other technology, it’s the right ERP system that truly maximizes its potential.Marvels of Robotics and AutomationIf you haven’t had the chance to attend this amazing event, I … [Read more...] about My perspective: Microsoft ERP wins at IMTS
