Stay ahead of the curve

The Microsoft ecosystem includes an extensive selection of dynamic software solutions. From the timeless Microsoft Office suite to robust analytics technologies like Power BI, you can support all your core business processes with Microsoft products. Microsoft’s most versatile technologies are its customer relationship management (CRM) and enterprise resource planning (ERP) platforms, Dynamics GP and Dynamics […]

Having the right accounting solution at your fingertips can take the hassle out of financial management. The question is, what’s the “right” platform for your business? With so many software solutions out there, it can be tough to choose the best fit for your company.  During your search, two of the names you’ll no doubt […]

Navigating the world of enterprise resource planning (ERP) can be tough. While modernizing your business can be made easy with an ERP solution that unifies various workflows with a customizable and scalable platform that’s easy to use, choosing the right one for your business is often the hard part. After all, with the myriad of […]

Data is at the heart of everything you do, whether you’re leveraging it or not. Every transaction, every shipment, every customer interaction leaves a digital footprint—and that information is waiting to be used to benefit your business. It’s up to you whether you leverage your own data to outcompete your rivals or ignore it. What […]

The Microsoft Dynamics community has been keeping busy this fall. Directions EMEA, held in Lyon, France this year, was an exciting opportunity for our team to network internationally and have valuable conversations about our plans for Business Central. It’s always a pleasure to return to Fabulous Fargo! Bob McAdam, VP of Strategic Partnerships at Cavallo, […]

Community Summit 2023 was an overwhelming success! From valuable conversations at our booth to informative sessions to our Topgolf event, we greatly enjoyed our time deepening our connections with the Microsoft Dynamics community in Charlotte.   Upcoming Events Directions EMEA — November 1–3 Lyon, France Join our team in Europe for the 16th Directions EMEA […]

NEW Custom Fields We have officially launched our newest product: Custom Fields for BC. This powerful software allows businesses to be more flexible and get more accurate and detailed data. Watch the video to learn more! Upcoming Events CAVALLO Connect / Charlotte — October 16 Charlotte, NC Swing by Topgolf Charlotte Southwest to join our team for an evening of networking […]

Organizations across the education sector require software that can handle all aspects of the administrator, stakeholder, and student journey. It’s time to leave piles of paperwork and disparate, manually-created files in the past. With the right technology underpinning their broader strategy, education providers can eliminate data silos, enable powerful insights, and act on their own […]

For marketers, the path to success starts with tapping into—and then delivering on—what customers really want.  But what happens when those expectations start to shift, or when the marketing tools, expertise, and skills on hand can no longer support a business’s ability to deliver on those promises? For many marketers, being at this crossroads is […]

If you’ve been on the hunt for professional services tech to simplify business management, you’ve undoubtedly seen Microsoft Dynamics 365. But you may not know what it offers for professional services and how it benefits industries like construction or field service providers. The following deep dive will explore the ins and outs of Microsoft Dynamics […]

Running a nonprofit organization can be an incredibly rewarding and fulfilling experience, but it can also be a bit chaotic. Between tracking donation history, keeping up with volunteer engagements, and handling all of those tedious back-office tasks, you’ve got a lot on your plate. While these complexities come with the territory, they can distract from […]

Keeping up with all of your supply chain operations, like product information management and inventory, can be a nightmare, especially if you rely on many disjointed apps. Fortunately, there’s a more efficient alternative. Microsoft Dynamics for supply chain management is an all-in-one tool designed to help you simplify warehousing, inventory tracing, and more. Elevate the […]

Key enhancements in this new release include: Improved User-Friendliness of Sales Line Mass Updates Sales Line Mass Update is now even more intuitive. New Information icons indicate which fields will be changed The confirmation prompt for the Update Lines button now shows which fields will be updated, and to which values they will be updated […]

If you’re immersed in the world of associations and grappling with the chaos of managing memberships, events, and growth strategies, it’s time for a tech upgrade. Microsoft Dynamics 365 for associations is an all-in-one customer relationship management (CRM) software and asset management platform for tracking finances, memberships, and more. Here’s everything you need to know […]

The continued rise of inefficient spending, ineffective hospital service management, and workforce shortages have catalyzed a need for innovative ways of delivering high-quality healthcare services at scale. Across the industry, organizations are taking note, and acting accordingly.  Many are embracing new technologies to keep patients informed and deliver quality care, like electronic health record (EHR) […]

Like any sales professional, your business days can be pretty hectic. From disseminating leads to your sales teams to providing product assistance to customers in need, it can be tough to keep everything organized and running smoothly.  That’s why you need an all-in-one customer relationship management and sales cycle tracking platform like Microsoft Dynamics Sales. […]

The efficiency of the entire supply chain hinges on a single process: order management. The order management process is a series of events that kick off every time a customer places an order.  It doesn’t matter whether you are well-versed in the concept or still find order management and fulfillment processes to be mysterious. This […]

The rapid worldwide digitization we see today has drastically affected the way all companies do business, and the real estate industry is no exception. Traditional methods of property and customer relationship management now need to be brought into the future, especially in a world where most customers now look for homes or properties via online […]

While Microsoft Dynamics 365 Business Central creates a strong foundation for business management, Cavallo for BC unlocks further value for enterprise resource planning users by revolutionizing their operational efficiency. Businesses implementing Cavallo for BC can transform their operations throughout the end-to-end order management process, from orders to invoices. The no-code workflow engine enables them to […]

To achieve the visibility, collaboration, and agility needed to drive success across your business, you need the right tools. And for growing organizations that need a centralized source of truth from which to work, enterprise resource planning (ERP) systems are the ideal choice of enablement technology.  ERP systems can eliminate organizational silos while transforming a […]

Despite supply headwinds, labor shortages, and an uncertain economic climate, the manufacturing industry continues to be challenged to innovate, scale, and find new ways to meet and exceed customer demands.  To do so, business leaders in manufacturing are leveraging digital technologies. With them, they’re adopting strategies to prepare for the future of the industry, and […]

Retail businesses must remain agile in today’s competitive landscape. But disparate platforms and decentralized processes greatly hinder an organization’s flexibility and success, crippling its ability to meet customer demands. Thankfully, enterprise resource planning (ERP) solutions can empower retail businesses by streamlining core processes like inventory management, human resources, and financial management.  However, there are many […]

As a critical cog in the supply chain, distribution companies face significant pressure from all sides. Upstream members of the supply chain, like manufacturers and suppliers, rely on wholesale distributors to get their products to retailers and end-users. Likewise, retailers need reliable distribution partners to optimize customer satisfaction and avoid stockouts. Keeping everyone happy requires […]

As a cloud-based enterprise resource planning (ERP) and business management solution, Acumatica Cloud ERP software offers a scalable infrastructure and real-time access to computing resources, storage, and business insights.  Nevertheless, Acumatica’s suite of business management solutions is by no means the only option out there. Given that implementing new business management software is a huge […]