techone --guides
Guides for Businesses
Specific situations, solutions, and outcomes from real projects.
ERP & Migration
Why Dynamics 365 Business Central
For companies selecting a new ERP. What makes up the cost, how we compare systems and when D365 BC makes sense.
From Excel to ERP
When spreadsheets stop being enough and how to prepare for the switch. A practical guide for companies where Excel replaces a system.
ERP Process Analysis
Why ERP projects overrun without a process analysis. Roles, data flows, manual re-entry between systems. The output is the implementation brief.
From Navision to Dynamics 365 Business Central
Older Microsoft Dynamics NAV is losing support. When to move, why reimplement instead of upgrade, and what data actually migrates.
From Dynamics AX to Finance & Operations
Every Microsoft Dynamics AX version is out of support. Why the move to Dynamics 365 Finance & Operations is a reimplementation and what to plan for in the data conversion.
Operations & Sales
ERP in Manufacturing
Process analysis, key modules (BOM, MRP, capacity), how a manufacturing ERP differs from a sales-only one. What we find out before opening a demo.
Logistics and ERP
Production vs distribution logistics, EDI, WMS integration and lean management in ERP. Experience from logistics projects.
EDI for Manufacturers
How to implement EDI in manufacturing. EDIFACT, DESADV, ORDERS. ERP connectivity, testing. From automotive and retail projects.
CRM for Sales Teams
What a CRM that actually runs your sales team looks like. Pipeline, activities, reporting. What your sales director should see on Monday morning.
B2B Portal
Inside a B2B portal connected to ERP. Architectural layers, integration paths, common pitfalls from real projects.
Cloud, IT & AI
How to Migrate to Cloud
Migration strategies, real cloud costs, hybrid scenarios. When lift-and-shift fails and when a rewrite pays off.
Cloud Management
Monthly checks, backups, security patches, monitoring. Prevention instead of firefighting.
Document Automation
Invoices, purchase orders and contracts without manual entry. AI extraction, approval workflow, ERP integration. SmartDocto platform.
Marketing Data
All your marketing data in one place. Web, search, ads, CRM. When a dashboard is enough and when an agent pays off.
AI Agents
What an AI agent is in operations (not a chatbot): research, ERP and CRM connection via MCP, agent vs Power Automate. Real examples.
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