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Frequently Asked Questions

Calsoft offers services in:

  • Business Consulting
  • Software Development
  • IT & Network Support
  • ERP solution based services
  • Metal/Steel
  • Automotive Parts
  • Transport & Logistics
  • Food & Beverage
  • Telecommunication/Media
  • Process & Discrete Manufacturing
  • Wholesale/Distribution
  • Service Businesses

 

The Microsoft Partner Network (MPN) is an international community of organizations with access to resources, programs, tools and connections. 

There are three tiers levels partners can achieve which each carry different requirements: Microsoft Certified Partner, Microsoft Silver Certified Partner, and Microsoft Gold Certified Partner.

Calsoft is a Microsoft Gold certified partner.

Gold Competencies usually require higher training and performance. Additionally, companies with Gold Competencies are usually required to have at least 4 fully certified employees in their ranks. 

Choosing the right Microsoft Partner for your business needs to be done with careful consideration. It’s an important investment on your part and you want the best outcome possible for your company. So, make your questions count before you come to a final decision on which technology company to partner with.

A Microsoft Gold Partner is a company that has achieved the highest level of partnership with Microsoft. To attain this status, a company must demonstrate expertise and a proven track record in delivering Microsoft solutions. Gold Partners have access to exclusive benefits such as advanced training, support, and tools from Microsoft, enabling them to provide exceptional services and solutions to their clients.

Read more: The Significance of Obtaining ERP Certification as a Microsoft Gold Partner

Microsoft’s Partner of the Year award is a prestigious recognition given to Microsoft partners who have demonstrated excellence in delivering innovative solutions and services based on Microsoft technologies. Winning this award signifies that the recipient has excelled in areas such as innovation, customer impact, integration, and commitment to Microsoft technologies.

The award is highly competitive and is presented in various categories to partners worldwide, recognizing their exceptional performance and contributions to driving digital transformation and solving complex business challenges for customers. It serves as a testament to a partner’s dedication, expertise, and ability to deliver high-quality solutions that help organizations achieve more.

Read more: Calsoft Systems recognized as a finalist of 2023 Microsoft US Partner of the Year

Calsoft has a global presence with offices in key locations:

  • Los Angeles
  • New York
  • Chicago
  • Dallas
  • China
  • Japan
  • Mexico
  • United Kingdom

This strategic distribution of offices allows Calsoft to provide localized support and services to clients across different regions, ensuring efficient communication and delivery of their innovative solutions for digital transformation.

Choosing a trusted Microsoft Gold Partner to implement Dynamics 365 Business Central can provide you with the best possible results. Calsoft, 2021 US Partner of The Year for Dynamics 365 Business Central from Microsoft, is an award-winning IT company that offers reliable and excellent quality solutions – making us your ideal partner in success.

With a portfolio of 1,500+ ERP and system projects spanning two decades across industries, we are proud to have cultivated an unparalleled level of expertise.

Read more: Reasons to choose Calsoft as your Microsoft D365 partner

ERP (Enterprise Resource Planning Software)

ERP (Enterprise Resource Planning) is a system that helps businesses streamline important business processes and generates invaluable insights. Investing in an ERP software can help your company bring together different activities, such as accounting, manufacturing, supply chain, sales, marketing, and human resources in one single integrated application and database, instead of having different systems for different departments. 

  • Improved data security with constant backups
  • Accurate real-time data to make better business decisions
  • Give employees more tools to increase revenue and hit sales goals
  • Enhanced business reporting with a single unified system
  • Cloud based mobile accessibility to use from anywhere

In order to successfully implement an ERP, it is essential to fully understand the people involved, align them together, patiently explain the merits for the whole company.  

  • Determine scope and clarify goals
  • Involvement of key person
  • Understanding and cooperation from users
  • Commitment of management and project manager

 

Read more:

When implementing ERP for small/mid/enterprise businesses, it usually takes 3 to 9 months, depending on the scope of requirements. If the system needs to be customized, the duration of the project will change accordingly.

Read more:

If you want to grow your business and find a way for your organization to improve its workflow, then an ERP could be the answer.  

It’s not a matter of if you need an enterprise resource planning software (ERP) but when.

As a company grows, so does its amount of data generated. Managing all that information across multiple platforms becomes costly, time-consuming, and prone to mismanagement.

If your business has reached the level where it’s hard to monitor data and the workflow has become inefficient, you’re probably in need of an ERP. 

 

ERP technology has the potential to revolutionize businesses, from small startups to established corporations. Streamlining data management in a single solution can have far-reaching impacts for any organization – across all industries and sizes.

Read more: Industries that benefit most from ERP

Read more: 3 examples of companies using ERP

With the wide array of potential ERP software providers to choose from, it is important to take things step-by-step. Before selecting an ERP vendor, it is helpful to know your business’s exact needs in order to understand what kind of ERP system you require. Identifying key functional areas and evaluating their benefits and costs are critical components of this process too..

Read more: How to select an ERP vendor

With a variety of ERP solutions available, selecting the right one for your business needs can be an intimidating task. Careful selection is crucial to ensure you’re leveraging the best system possible and achieving long-term success.

It’s essential to assess the operational needs of a company to determine what specific features and compatibility would be beneficial. Establishing a current list of priorities that overcome any potential challenges and doing extensive research of industry requirements can prove invaluable during this decision-making process.

Read more: Compare Top ERP Software on the Market

 

For a successful ERP system implementation, it’s essential to take the first step and speak with an experienced ERP consultant. They can provide expert guidance throughout every step of your project – from helping select the optimal software to seamlessly implementing the ERP.

Read more: 8 Essential Questions When Choosing an ERP Consultant

Leveraging a cloud-based ERP system allows businesses to centralize their data and processes in one secure offsite location. This provides increased visibility into all aspects of the business as well has better risk management, reducing concerns about potential hardware failure or theft that can lead to valuable information loss.

Understanding the true cost of an ERP solution requires knowledge of a company’s specific requirements, ranging from size and complexity to customization levels. Such factors can have significant bearing on eventual price tag – and only then can you make an informed decision about enterprise resource planning software investments.

Read more: How Much Does An ERP System Cost?

Microsoft Dynamics 365

Microsoft Dynamics 365 is a cloud-based business applications platform (Software-as-a-Service (SaaS)) that combines components of customer relationship management (CRM) and enterprise resource planning (ERP), along with productivity applications and artificial intelligence tools.
 
Instead of having separate sales and marketing functions, Dynamics 365 offers automated, integrated, and intelligent sales and marketing capabilities that efficiently connect, prioritize, and convert leads into paying customers.
 

Microsoft Dynamics 365 can be used for:

  1. Bringing your business together as a cohesive unit by connecting people, processes, and data across many applications, including Microsoft Dynamics 365, Office 365, LinkedIn, and Azure.
  2. Making smarter decisions with built-in AI, analytics, and guided action suggestions.
  3. Adapting the application to your needs rather than changing your business methodology. You can integrate most applications with existing systems or even customize with Microsoft Power Platform.
  4. Modernize your approach by incorporating AI, mixed reality, social, and mobile capabilities for progressive business innovation.

The two main ERP systems Dynamics 365 offers is:

You can read more about the difference and comparison between these two systems here.

 

Dynamics 365 suite is also available in two editions, Business or Enterprise, each with different levels of features and applications.

Other applications in the Dynamics 365 suite includes:

  • Dynamics 365 Sales
  • Dynamics 365 Service 
  • Dynamics 365 Customer Data Platform
  • Dynamics 365 Human Resource
  • Dynamics 365 Supply Chain Management
  • Dynamics 365 Commerce
  • Dynamics 365 Project Service Automation
  • Dynamics 365 Marketing
  • Dynamics 365 Finance

A Dynamics 365 Reseller is a company or individual authorized by Microsoft to sell Dynamics 365 licenses and provide related services, such as implementation, customization, and support.

Dynamics 365 pricing is also a benefit due to its flexible pricing range. It comes with bundle and role-based licensing, and depends of the customer’s business size. Within these packages, customers purchase licenses for each user who will need access to Dynamics 365.

For pricing information, click here.

You can deploy Dynamics 365 Finance + Operations on-premises. When you choose an on-premises deployment type, the system requirements, hardware sizing, and functionality differ from a cloud deployment.

 

Read more: Cloud ERP vs On-Premise ERP – Which is better?

A key feature of Microsoft Dynamics 365 is that it can easily be integrated with other Microsoft solutions as well as third-party applications such as web portals, BI applications, and ERP systems.

Upgrading from Dynamics GP to Business Central is a breeze. All of your existing features will be conveniently transferred over and presented in an intuitive, familiar interface. And as if that weren’t enough, you’ll also benefit from some upgraded capabilities with Business Central.

Organizations can use our Cloudshift migration tool to unlock the power of D365 Business Central, safeguarding their data with advanced security measures and improving their reporting and mobility processes.

Read more: How to Migrate from Dynamics GP to Dynamics 365 Business Central

We offer ongoing support for Dynamics 365, including troubleshooting, maintenance, and updates. Our support services are designed to ensure that your Dynamics 365 system runs smoothly and continues to meet your business needs.

Dynamics 365 Copilot introduces advanced AI functionalities and natural language processing to the suite of business applications within Dynamics 365. This innovative tool collaborates with users to accelerate content creation, streamline repetitive tasks, and offer valuable insights and recommendations for optimal decision-making.

Dynamics 365 Copilot in Business Central is a powerful tool that leverages artificial intelligence (AI) to assist users in various tasks within the Business Central environment. Some key features and capabilities of Dynamics 365 Copilot in Business Central include:

  1. AI-Powered Product Descriptions: It can generate product descriptions using AI, making it easier and quicker to create compelling descriptions for products sold online.
  2. Intelligent Data Entry: Copilot can assist with data entry tasks by suggesting or automatically filling in information based on context and patterns in the data.
  3. Process Automation: It can automate routine tasks and workflows, saving time and reducing manual effort. This includes automating repetitive tasks such as data entry, approvals, and reminders.
  4. Smart Suggestions: Copilot provides intelligent suggestions for next steps or actions based on the current context, helping users make informed decisions.
  5. Natural Language Processing: It understands and processes natural language input, making it easier to interact with the system using everyday language.
  6. Integration with Business Central: Copilot is tightly integrated with Business Central, allowing it to work seamlessly within the application’s interface.