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Josh serves as Vice President of Sales for Dynamic Consultants Group. He has had the opportunity to consult for over 150 companies across the United States, Europe, and Asia in a wide range of industries. Throughout his career, he has served in multiple capacities for sectors such as telecommunications, automotive, and retail. He has spent most of his career working with entrepreneurs and senior management to improve processes, increase revenue, and drive digital transformation. Josh has traveled the globe speaking and presenting; his largest passion is using Microsoft technologies to empower and change lives, organizations, and governments. As a hobby, Josh is an award-winning photographer, an avid reader, investor, and pilot.
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Azure IoTDynamics 365 Field ServiceMicrosoft Dynamics 365Streamline Field Service and Transform Your Business with IoT

Josh Santiago5 years ago9 min

For most Field Service professionals, staying connected is essential to managing customer requests. The Internet of Things (IoT) drives an evolution of modern communication. IoT, in simple terms, is a huge network of connected things that collect and exchange data. Fortunately, there are several devices available in today’s connected world to manage operations and stay connected to customers. We’re not just talking about that smartphone in your pocket; we also mean the building where you...

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Data ManagementGDPRGDPRoactiveMicrosoft Dynamics 365GDPR Compliance: Is Your CRM System Ready?

Josh Santiago5 years ago6 min

The General Data Protection Regulation (GDPR), agreed upon by the European Parliament and Council in April 2016, will replace the Data Protection Directive in Spring 2018 as the primary law regulating how companies protect European Union (EU) citizens’ personal data. Companies must ensure that they’re compliant with the new requirements of the GDPR before it becomes effective on May 25, 2018. Companies that fail to achieve GDPR compliance before the deadline will be subject to...

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ConsultingMicrosoft Dynamics 36510 Reasons to Hire a Dynamics 365 Consulting Team

Josh Santiago5 years ago6 min

An effective CRM implementation can streamline your business processes, increase visibility and efficiency, and provide support throughout your organization. A poorly chosen or managed CRM implementation can slow down your businesses, discourage adoption and waste resources. Is your company considering switching to Dynamics 365, or already committed to a CRM system? What is your implementation resource strategy — utilizing internal staff, contracting with third-party consultants, or a combination of the two? Even for companies that...

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ClickDimensionsMarketing TipsThird-Party ApplicationsHow Can a ClickDimensions Landing Page Benefit Your Company?

Josh Santiago5 years ago3 min

The integration between Microsoft Dynamics 365 and ClickDimensions provides a wide variety of marketing tools that can be used as powerful assets for any company. Using ClickDimensions under the ‘Web Content’ tab you have the ability to create forms, landing pages, surveys, subscription pages, and more. Landing pages are a goal-based web page that is designed to provide your audience with information about a specific topic or product. It is also where people first ‘land’...

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DEPRECATEDDynamics 365 Human ResourcesWhat is Microsoft Dynamics 365 Talent? (Revised: Dynamics 365 Human Resources)

Josh Santiago5 years ago3 min

Microsoft Dynamics 365 for Talent streamlines many routine record keeping tasks and automates processes related to staffing your organization. These processes include employee loyalty, benefits, training, performance reviews, and management revision. Microsoft Dynamics 365 for Talent makes it easier to hire the right people, engage employees, and optimize your HR (Human Resource) programs. Talent integrates seamlessly with LinkedIn so you can build more qualified candidate partners. The hiring experience is streamlined with automatic interview scheduling...

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Dynamics 365 FinanceDynamics 365 Supply Chain ManagementCompelling Reasons Why Growing Businesses Need Microsoft Dynamics 365 for Operations (Revised: Dynamics 365 Supply Chain Management)

Josh Santiago5 years ago13 min

A growing business often faces a range of challenges. As a business grows, different problems and opportunities demand different solutions. The things that worked a year ago might now be not the best approach. All too often, avoidable mistakes turn what could have been a great business into an unsuccessful one. Recognizing and overcoming common pitfalls associated with growth is essential if your business is to continue to grow and thrive. Crucially, you need to...

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DEPRECATEDMicrosoft Dynamics 365Doing the Impossible: How A Mobile Responsive CRM Portal Can Drive Business

Josh Santiago5 years ago4 min

In a well-established organization, there is always a need for managing and building customer relations through management. CRM portal is recommended for building and maintaining good customer relations. Mobile CRM helps relations between the customer and service provider (a company in this case). Till now, CRM was desktop-based only. But with the revolution of handheld gadgets, the mobile responsive format came into demand. Mobile CRM changes the way you do business. Users and customers both...

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Business IntelligenceMicrosoftPower BIStop Wasting Time and Start Saving Time: By Managing Resources with Power BI

Josh Santiago5 years ago5 min

Microsoft Power BI is a suite of business analytics tools that let you analyze data and share insights. By using Power BI tools, you can explore data and quickly create rich reports and dashboards. You and your colleagues can then use the reports interactively on many devices. Microsoft Dynamics 365 for Finance and Operations, Enterprise edition, uses Power BI for data exploration. Data is the lifeblood of any modern organization. Did you know that it...

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DEPRECATEDHow To GuidesMicrosoft Dynamics 365Life Just Got Easier: One Click Document Generation in Dynamics 365

Josh Santiago5 years ago10 min

With Microsoft Dynamics 365, users can now automatically generate Word and Excel documents directly from Dynamics 365. This allows documents to be automatically merged, without the need to perform a mail merge or to create custom reports. Documents such as letters, quotes, invoices, delivery notes, and other documents can now be created with a single click. Document Templates In the new release of Dynamics 365 in 2016, there is easy to use template design process,...

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DEPRECATEDDynamics AXMicrosoft Dynamics On-PremiseData Warehousing for a Better Dynamics AX Experience

Josh Santiago5 years ago2 min

It’s not news to say that business decision-making revolves around company data. Data warehouses are also important to management and analysis of that information. However, if you’re not in the business of producing data warehouses or have any direct experience as a consumer, the questions of who, what, when, where, why, and how might become overwhelming quickly. Who manages a data warehouse — IT? What does it look like? When should we be evaluating whether or not...

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