Search Results: automation (1616)

ktIQ is an intelligent data extraction module that works with KwikPayables for GP, the industry-leading AP automation solution. ktIQ combines the power of intelligent OCR and AI for data extraction with a real-time connection to Dynamics GP for vendor data and GL code validation to index P.O. or non-P.O. based invoices. Watch this brief Coffee with KwikTag video to learn more about how ktIQ will change the way you think about AP automation.

Hear from Thuy Tran, corporate controller at SRS Real Estate partners, as she discusses how integrating AvidXchange AP automation solutions with Dynamics GP transformed their invoice and payment processes while enabling her to work remote as part of a national, multi-location organization.

Struggling with lost invoices, slow approvals, missed early-payment discounts, poor efficiency, and high costs due to paper-based processes? Paperless automation from MetaViewer captures paper invoices and streamlines the process for receiving electronic invoices. It also provides full visibility to all related processes from purchase order to payment, increases control over AP processes, enhances your ERP solution, eliminates lost discounts, reduces vendor calls and automates your approval workflow.

With more and more of the buying process moving online in a self-serve way, organizations need to understand how to blend sales and marketing while working to improve lead management. Learn best practices in the alignment process and hear from Marie as she shares insights from projects she has worked on with Dynamics customers who need this alignment to occur if they are going to get value out of their marketing automation tools and processes.

For executives, it is essential that you have full visibility into your business operations and that teams have the right tools and resources in place to keep processes moving seamlessly. Paperless automation makes your company more strategic, providing visibility, accountability, a competitive edge and substantial ROI. MetaViewer tracks every step of every transaction, providing real-time dashboards so leadership teams can track spend, identify bottlenecks and make more strategic business decisions.

Enhance your existing solutions with Velosio apps or even create your own. Power Platform is the citizen developer’s best friend for reporting, automation, and custom apps.

Transform your business by putting the full power of your data to work. Microsoft Dynamics 365 unifies CRM and ERP capabilities by delivering new, purpose-built applications to help manage specific business functions, including Sales, Customer Service, Field Service, Operations, Marketing, Project Service Automation, and Financials. KTL can help to seamlessly implement Dynamics 365 for greater productivity, deeper insights, and unique customizations to help businesses accelerate digital transformation.

Microsoft Dynamics 365/CRM has amazing process automation tools available to administrators and cowboys alike. The flexibility of these features can be overwhelming and scary when it’s your first rodeo. Don’t let the system job el guapo scare you away! Let’s learn about workflow settings, scope and everything you need to know to get started. By the end you will have the tools to solve your business challenges!​

Your investment in Dynamics 365 and related digital marketing add-ons is an important part of marketing process automation.In this session you will learn about the 7 critical tasks that Marketers are automating, how Dynamics 365 and selected digital marketing add-ons can be used to automate those tasks, and a roadmap framework for prioritizing each of those areas in your business.

We know how important it is for your accounting system to remain your system of record, which is why we built AvidXchange AP and payment automation solutions to integrate directly with Microsoft Dynamics GP. Download this fact sheet for an overview of how these systems work together to help you reduce costs, improve security and enhance the efficiency of your bill payment processes.

A modern budgeting solution not only provides process automation, time savings and more accuracy, but it also helps manage your financial expectations for future periods. The latest forecasting technology allows you to estimate your financial outcomes based on past data on a weekly, monthly or annual basis. These aspects of financial planning provide critical insights and competitive advantages for your company.

Dynamics 365 PSA or Project Service Automation is a fully functional Project Management application for services organizations. Whether you are doing Fixed Priced/Milestone based projects or Time & Materials projects, D365 PSA is the right platform for any organization already using D365. In this session you will hear from our Delivery Head, Kuldeep Gupta, who has written one of the first e-book on PSA , has published several articles on the Dynamics community and publications like MSDynamicsWorld.