January Newsletter29 Jan 2021
Welcome to our first newsletter of 2021.
A note from the MD…
I hope you’re all keeping safe and well. I would like to take this opportunity to reassure you that TES is a strong, stable and growing company, making us a very safe pair of hands as your Microsoft Dynamics 365 provider in these unpredictable and challenging times.
At a time where communication all the more important with many people working remotely, please feel free to contact me or your Account Manager, should you have any concerns or would like to discuss how Covid is/has impacted your organisation. Additionally, support issues can be raised through the usual channels – by phone 0345 257 8241, by email through the contact form or by logging to the portal where we have our Live Chat option.
Paul Faulkner, Managing Director.
CRM for NFPs
As most of you are aware, we have extended our product offering to include Microsoft Dynamics 365 and the Power Platform, more commonly referred to as CRM.
As our focus in the charity and NFP sector continues, we have identified shared, common goals across our customers and other NFPs, such as the need to improve supporter and member experiences, grow recruitment and the activities of volunteers, such as retaining donors and supporters by increasing communication. As a result, we now deliver additional functionality, which enables you to capture, store, maintain, process and report on contacts, relationships and interactions.
Our CRM offering is built on the Dynamics Platform with a layer of the Microsoft Tech for Social Impact’s NFP Accelerator. The unique TES IP was built with NFPs in mind, incorporating methodology that has been proven through rigorous testing. TES continues to help NFPs achieve their objectives.
If you’re thinking about implementing CRM or would like more information about our CRM offering, please contact your Account Manager today.
Brexit Impact on Business Central
If your business imports/exports goods from the EU or move goods to/from Northern Ireland, then you will likely need to make some configuration changes in Business Central.
To find out the full Brexit Impact on Business Central, please view our article here.
Our Annual Customer Day 2021
We’re excited to announce that we’re already in planning mode for this year’s Customer Day! We will hold a series of short webinars late March/early April with a key focus around your journey to Digital Transformation. Sessions will include Operating a Secure and Compliant CRM Solution, Supporting your SaaS Business Challenge in a SaaS World, How to Invest in a Technology Platform that will Drive your Organisation Forward, as well as more product-focussed webinars, showcasing Power Apps, Power BI and our Product Roadmap. More information to follow next month!
Have you booked in your Health Check?
Here at TES, we're always looking to ensure that our customers get the best value from their solution, which is why we offer our regular Health Check. At a cost of just two-days consultancy and conducted annually, one of our experienced consultants works with you to audit your application end-to-end and examine your business processes in order to identify any areas of improvement, such as employee knowledge gaps or unconfigured functionality. In addition, we flush out any areas of your system that we feel can be enhanced or implemented to ensure continuous business improvement.
Our consultant will then provide you with a detailed report, enabling you to carefully plan how to address their findings. We then work collaboratively to establish key actions to help support any changes, upgrades, training, configuration or development needed as a result.
If this is something you’d like more information on, please contact your Account Manager today.
It was very exciting to host our first webinar of 2021, held on Friday 22nd January.
Hosted by our partner Continia, we reviewed how Expense Management is a solution that provides a clear overview and easy management of all types of incoming expenses without having to use other systems than Dynamics 365 Business Central. As part of the webinar we showed how using these systems it is possible to:
- Submit receipts on the go
- Provide automatic credit card matching
- Provide a per diem allowance
- Access documentation directly from Dynamics 365 Business Central
- Provide approval workflows for everyone
As we continue to share our knowledge on TES products with our customers you will see more of this type of activity as the year progresses. If there is anything you’d like to know about this recent webinar, please get in touch with your Account Manager.
Get in Touch
With TES, digital transformation has never been so easy. However, if you have any questions or want to find out about other solutions, we offer please speak to our team of experts who are willing to help.