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The partner you can trust.
We’re technical experts and trainers who are passionate about helping companies build the right ERP and BI foundations for their unique needs.
FINALLY, A PARTNER THAT
EMPOWERS THEIR CLIENTS
we listen
We listen to your needs. Our focus is on delivering solutions that meet business requirements, not boilerplate functionality.
We Focus
We focus on ROI and effort, striving to deliver quick wins and maximize technology investments.
We Build
We build long-term relationships based on trust, communication, and respect. We stick with you throughout the process, from discovery to implementation to support.
We're Adept
We’re adept at rebuilding trust with end-users frustrated by an implementation gone wrong.
We Follow Through
We follow through on our commitments. If we say we’ll do it, we do.
other way vs our Way
Standard Approach
- ❌ Endless documentation, sign-offs, and questions that never seem to go anywhere.
- ❌ Constant meetings and touchpoints without actual progress.
- ❌ Lack of communication when the work is happening.
- ❌ Low transparency when things go wrong or get delayed.
- ❌ Focused on funneling solutions into pre-set “boxes” rather than aligning goals and driving business success.
Our Approach
- ✔️ Drive meaningful conversations to align D365 capabilities with business needs.
- ✔️ Deliver value with end-users and get it right the first time, every time.
- ✔️ Focus on your business strategy and goals.
- ✔️ Collaborate and train end-users on why solutions are chosen and how to use them.
Our Toolkit
These are a few of our favorite tools
polyquest testimonial
polyquest testimonialInformation System Manager for PolyQuest, Colin Greenwell, shares why he works with Caf2Code.
The people
Their team has shown the ability to listen, learn, and understand our challenges & processes and then propose actual solutions.
Turnaround time
They have done a great job of delivering solutions (including development work) in a timely fashion. This is extremely important for an organization like PQ who needed someone to be agile enough to meet our changing business needs.
Ineffective Partner Resources for support, development, and optimization efforts
Our previous partner was very large and we struggled to have consistent and effective resources in support and optimization efforts. Our previous partner was a large organization and we would often have to re-explain minor customizations/business processes/etc. multiple times as new resources were assigned to our tickets. This was major inefficiency for us, even more so given our lean IT department.
Caf2Code has been able to deliver consistent resources throughout our engagement. Additionally, they have done a great job of knowledge sharing between the team to reduce any re-explanation from PQ’s end. Both have allowed Caf2Code to really understand PQ unique business processes and effectively/efficiently close our support tickets and develop optimization efforts.
Inventory Costing Methodology and Reporting
Caf2Code has done a great job explaining the various costing models, identifying the option that fits our business, implementing that change in production, and then delivering on inventory costing reporting. Most of those problems are fixed now, and we only have a few minor reporting issues to fix/optimize.
Overall, PQ now has a more appropriate costing methodology setup in our system and then a much deeper understanding of how D365 is calculating/recalculating the inventory cost.
Inaccurate reports and data across PowerBI reports pulling from our Data Warehouse
Caf2Code has solved this. They have helped us in completely reimplementing our Data Warehouse, re-develop our reports, and effectively train our team internally to manage this in the future
The caf2code press
Our consultants love to share what they’ve learned—check out their latest insights on our blog!
How to Use Power BI Drillthrough
Today, we’re going to explore one of the most powerful features in Power BI: drillthrough. This feature is a game-changer when it comes to data exploration and storytelling. So, let’s get started!
WHAT IS DRILLTHROUGH IN POWER BI?
Drillthrough is a feature in Power BI that allows you to create a focused, detailed page for a single entity—like a customer, product, or location. Imagine you have a summary page that shows sales data by region. After developing an understanding of what details a report user regularly needs to review, a report designer can create a drillthrough target page that users can easily navigate to based on what region is selected from a visual on that summary page. This added design feature allows a report user to easily right-click on a specific region to navigate to a more detailed page that provides insights specific to that region. It’s like having a magnifying glass that lets you zoom in on specific aspects of your data for a more granular view.
Microsoft Ignite Must-Attend Sessions: A Caf2Code Guide
Microsoft Ignite 2023’s agenda is brimming with sessions that are essential for anyone interested in AI and Microsoft’s latest innovations. Today we share our top five recommendations for sessions you must attend.
Becoming an AI-Powered Organization with Microsoft Copilot
November 15, Wednesday | 12:45 PM – 1:35 PM EST
Join Rajesh Jha, along with Jared Spataro and other leaders to see how Microsoft Copilot will unlock productivity and transform business processes for everyone across functions and industries.
Implementation Partner Case Study: From 3 Years to 3 Weeks – How We Revitalized a Stalled Dynamics 365 Finance Report
In this case study, we delve into a complex challenge: completing a Dynamics 365 Finance report that had languished for three years. Utilizing our specialized skills as an Implementation Partner, we successfully delivered the business-critical report in just 21 days. This study outlines the systematic approaches and methods that made this rapid turnaround possible, proving the value and efficacy of choosing an experienced Microsoft Solutions Partner for Dynamics 365 Finance.
Ready to unleash your system’s potential?
Let’s talk about how we can help you