Business woman pressing smiley on keyboard laptop | Customer Service

How Microsoft Dynamics 365 Delivers CRM - Part 3: Customer Service

Business woman pressing smiley on keyboard laptop | Customer Service

In the business community, CRM is well known. It stands for Customer Relationship Management. But in some circles, it has become known as CE, which stands for Customer Engagement. Regardless of what you call it, the concept includes three main components: Sales, Marketing, and Customer Service.

In this last part of a 3-part blog series, brought to you by Bond Consulting Services (BCS), we’re going to look at how Microsoft Dynamics 365 delivers CRM for customer service.

What Is Dynamics 365 for Customer Service?

As part of Microsoft's premier cloud-based CRM solution, Dynamics 365 for Customer Service state-of-the-art customer service management software powered by Microsoft. It’s software that provides companies of all sizes the ability to empower their customer service team and delight their customers with Microsoft's end-to-end service and support management functionality.

What Does Dynamics 365 for Customer Service Deliver

Customer satisfaction is the new coin of the realm. In order to deliver the level of service that today’s customers expect and demand, you need software that helps your service team respond in a timely, efficient, and knowledgeable manner.  That’s why Microsoft Dynamics 365 for Customer Service includes:

  • Support ticket tracking - To track and manage customer support tickets generated via email, phone, or web.
  • Support process flow - To move tickets across configurable process flows, track their progress, and gain valuable insight.
  • Knowledgebase - Use an internal knowledge base wiki to provided templated and automated email responses to customer inquiries.
  • Customization - This enterprise-grade software can be customized to meet your specific customer service team needs.
  • Self-service portal - Utilize Microsoft's customer service portal that allows customers to submit and manage their own support tickets.
  • Dashboards and reports - Create interactive dashboards that provide day to day insight on support trends, activities, and social media interaction.

Dynamics 365 for Customer Service Drives Results

Once you’ve implemented Dynamics 365 for Customer Services, you can expect to see increased brand loyalty and advocacy by providing personalized and contextual interactions across the customer journey, through any channel, and from any device. You’ll have the ability to empower your agents by providing them with everything they need to deliver a more personalized, effective standard of service – using tools that are at their fingertips, from a single application. And you’ll have the agility to make adjustments in real-time through actionable insights that anticipate the rapidly changing needs of customers and your brand.

Take the next step

Contact us for more details. Visit us at www.BondConsultingServices.com or just pick up the phone and call 562-988-3451.

Related Posts:

How Microsoft Dynamics 365 Delivers CRM - Part 1: Sales
How Microsoft Dynamics 365 Delivers CRM – Part 2: Marketing


Startup concept with rocket flying out of laptop screen on black background

How Microsoft Dynamics 365 Delivers CRM - Part 2: Marketing

Startup concept with rocket flying out of laptop screen on black background

In the business community, CRM is well known. It stands for Customer Relationship Management. But in some circles, it has become known as CE, which stands for Customer Engagement. Regardless of what you call CRM, the concept includes three main components: Sales, Marketing, and Customer Service.

In this second part of a 3-part blog series, brought to you by Bond Consulting Services (BCS), we’re going to look at how Microsoft Dynamics 365 delivers CRM for marketing.

What Is Dynamics 365 for Marketing?

In a nutshell, it is marketing automation software powered by the Microsoft cloud. Microsoft Dynamics 365 for Marketing enables you to grow your business by finding and nurturing more sales-ready leads, and by moving beyond basic email marketing. All powered by Dynamics 365.

What Does Dynamics 365 for Marketing Deliver?

  • Multi-channel campaigns - Create and run multi-channel campaigns to attract the best leads from email marketing, web landing pages, LinkedIn, webinars, phone calls, and events.
  • Lead management - Easily track campaigns and analyze results to build profitable long-term relationships.
  • Sales and marketing alignment - Align your sales and marketing teams using this solution that lives together with Dynamics 365 for Sales on the same platform.
  • Marketing analytics - Track campaign performance and identify your best lead sources and marketing activities with configurable dashboards.
  • Event management - Attract more attendees and improve event experiences by managing webinars and in-person events with an easy-to-use portal.

Dynamics 365 for Marketing Drives Results

You will generate more leads across multiple channels by targeting the right audience and bringing in leads from LinkedIn by easily connecting with LinkedIn Lead Gen Forms.

You will close more deals by organizing events and webinars that generate leads and strengthen relationships.

You will maximize your marketing ROI by sharing one source for sales and marketing information through connected, automated processes that engender smarter decisions.

Take the next step

Contact us for more details. Visit us at www.BondConsultingServices.com or just pick up the phone and call 562-988-3451.

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How Microsoft Dynamics 365 Delivers CRM - Part 1: Sales


Abacus on Dusty counter | Get Ready, Get Set, and Go! Closing Your Books on Microsoft Dynamics GP

Get Ready, Get Set, and Go! Closing Your Books on Microsoft Dynamics GP

Abacus on Dusty counter | Get Ready, Get Set, and Go! Closing Your Books on Microsoft Dynamics GP

There are two ways to think about your year-end close. You could think: “Oh, no! Do I really have to do this again?” Or, you could imagine: “I’m just glad that I don’t need to learn how to use an abacus!”

It’s the 21st century, and you don’t need an abacus, an adding machine, or a dusty ledger book. Because the year-end close on Microsoft Dynamics GP is, quite obviously, all accomplished electronically.

Putting my attempt at humor aside, as your Dynamics GP partner, we at Bond Consulting Services (BCS) totally understand that this is a procedure you follow only once a year. So, when December rolls around again, you may need some help or at least a refresher. And we’re here to provide whatever level of assistance you may require or desire.

Get Year-End Help from Bond Consulting Services

Easy. The fastest ways to request year-end close support are to submit a support ticket or just call us at 562-988-3451. At this time of year, especially, we’ve got all hands on deck to help you.

Get Year-End Help from Microsoft

The other alternative is Microsoft support. You may have support instances left on your plan that you can use. But there’s also a Web site that provides comprehensive information:

https://support.microsoft.com/en-us/help/888003/year-end-closing-procedures-for-general-ledger-in-microsoft-dynamics-g

On that page, you’ll find these two critical requirements:

  1. Be sure to have a current backup of both the company and Dynamics databases.
  2. During the year-end closing routine, all the records that will be moved are put in a temporary table before they are transferred to the GL30000 table. You must have free disk space that is equal to the size of the GL20000 table to perform the routine.

And then you’ll find a checklist that starts like this:

  1. Complete the posting procedures and the closing procedures for other modules.
  2. Post the final adjusting entries in General Ledger.
  3. Print an account list to verify the posting type of each account.
  4. Close the last period of the fiscal year.
  5. Verify the settings in the General Ledger Setup window.
  6. Make a backup.
  7. Print a final Detailed Trial Balance report.
  8. Print the year-end financial statements.
  9. Set up a new fiscal year.
  10. Close the fiscal year.

And goes on to provide much more detail.

And finally, on that same page, you’ll find an extensive Q&A that asks and answers the top 18 most frequently asked questions. It’s a treasure trove of useful information, and the odds are that you’ll find answers to any questions you might have.

Good Night and Good Luck

As I bring you all this great support news, I’m reminded of the famous newscaster Edward R. Murrow, who closed all his broadcasts with those five words: “Good night and Good Luck.” It became his catchphrase. In reality, however, luck has nothing to do with a successful year-end close. It’s just a question of following the step-by-step procedure.

You’re in good hands with either Bond Consulting for Microsoft for support. Here’s our number again, in case you need us: 562-988-3451.

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Microsoft Dynamics GP: Unlimited Support & Year-End Close Assistance


Motion blur shot of a cheerful business woman crossing the finish line with colleagues running in the background |

Microsoft Dynamics 365 Business Central + Insight Works = Manufacturing and Distribution Optimization

Motion blur shot of a cheerful business woman crossing the finish line with colleagues running in the background |

The truth is that no ERP software system, right out of the box, will give you 100% of the functionality you’re probably looking for. That’s true for even a best-in-class solution like Microsoft Dynamics 365 Business Central (BC). It might take you within 5 or 10 yards of your goal. But what are your options for…

Crossing the Finish Line

As a manufacturer or distributor, there are 3 options for rounding out your Business Central ERP. We could rank them good, better, best. Or, more to the point, not recommended, recommended, highly recommended.

  1. Customization (not recommended) – Customization requires changes to the underlying code. This path is generally viewed as dangerous. Messing with code should be seen as a last resort. And should you choose to do that, you should be aware that code changes will make upgrades more difficult and, therefore more expensive.
  2. Configuration (recommended) – Configurations do not require code changes. They’re easy to implement, especially because Business Central is highly configurable. Minor changes accomplished in this manner may take you across the finish line. And the Bond Consulting Services (BCS) team has the experience and expertise to get you there.
  3. 3rd Party ISV Solutions (highly recommended) – Generally speaking, the addition of a 3rd party solution to your Business Central system is your best option. That’s especially true if the ISV (Independent Software Vendor) in question offers solutions that are specifically designed for your ERP system. That is the case with Insight Works. And that’s why we’re excited to tell you all about it.

Bond’s manufacturing and distribution clients cross the finish line (without so much as breaking a sweat) with the perfect Microsoft Dynamics 365 Business Central add-ons from Insight Works.

Insight Works is a global leader in productivity solutions for manufacturers and distributors, offering end-to-end software applications ranging from procurement to scheduling.

Insight Works specializes exclusively in add-ons for Microsoft Dynamics 365 Business Central. Products include mobile warehouse data collection, shop floor data collection, inventory management, integrated shipping, and more. Insight Works is headquartered in Canada and boasts a European presence in the Netherlands and remote offices in the United States.

Ready to Cross the Finish Line?

Contact Bond Consulting Services (BCS) for more details. Visit us at www.BondConsultingServices.com or pick up the phone and call 562-988-3451.

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Digital Transformation Is a Journey: 4 Ways to Reach the Finish Line with Microsoft Software


Happy New Year 2020 - New Year Shining background with gold clock and glitter | Microsoft Dynamics GP

Microsoft Dynamics GP: Unlimited Support & Year-End Close Assistance

Happy New Year 2020 - New Year Shining background with gold clock and glitter | Microsoft Dynamics GP

We’re counting down the days until the New Year. As of this writing, the countdown is at 29. You’re probably counting down, too, because the approaching New Year means that you will soon be processing your year-end close on Microsoft Dynamics GP. We’ll get back to that in a moment. But first,

A friendly reminder

This is a great time to reach out to your customers with holiday wishes – a card, e-card, or even a gift to thank them for their business. In years gone by, our reception area was covered with holiday cards. Not so much anymore. It seems to be a tradition that has gone by the wayside. The bright side is that your card or gift will get more attention. So, go old school!

Unlimited GP Support

Bond Consulting Services (BCS) offers an unlimited support package that allows you to call, email, or chat with our support team as many times as you want for one low monthly fee based on your number of licensed GP users. We mention this now because if you typically require extra support around year-end procedures and you’re on Bond’s unlimited support plan, you would be covered for that additional support at no extra charge.

Dynamics GP Year-End Close Assistance

Whether you’re on our support plan or not, we’re here to help you achieve a flawless year-end close. You can also find excellent information to ensure a smooth close on the Microsoft support site. Here’s a direct link: https://support.microsoft.com/en-us/help/888003/year-end-closing-procedures-for-general-ledger-in-microsoft-dynamics-g

What Microsoft provides is an in-depth Q&A based on decades of frequently asked questions. Here’s a tiny sample of what you’ll find on that site.

Q: Why did the year-end closing process delete some GL accounts that may be tied to budgets?
A: In Microsoft Dynamics GP 2010 and Microsoft Dynamics GP 10.0, the year-end closing process will automatically delete GL accounts that are marked as inactive and have no activity in the current year. In Microsoft Dynamics GP 2013 and Microsoft Dynamics GP 2015, there is new functionality in the Year-End Closing window to Maintain Inactive Accounts. This allows you to have inactive accounts without a balance automatically deleted, or to maintain all inactive accounts, or just those used in Budgets.

Q: How does Microsoft Dynamics GP determine the financial statement that is printed for the account that I am adding?
A: The category determines the type of financial statement that is printed when you use quick financial statements for the account that you are adding. The category is either the Balance Sheet category or the "Profit and Loss" category. You must format the reports to print the accounts that you want in Advanced Financial Analysis and Microsoft FRx. The posting type is used during the year-end closing routine to determine the accounts that close to the retained earnings account and to determine the account that carries a balance forward. The posting type does not affect the financial statements.

Take the next step

We’ve been closing our books on Microsoft Dynamics GP for decades. So, if you have year-end close questions, contact us for assistance. Visit us at www.BondConsultingServices.com or pick up the phone and call 562-988-3451.

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What's Next circle word cloud, business concept | What are the 38 New Dynamics GP Features Included in “GP Next”?

What are the 38 New Dynamics GP Features Included in “GP Next”?

What's Next circle word cloud, business concept | What are the 38 New Dynamics GP Features Included in “GP Next”?

38 new features were included in the October release, which was called “GP Next.” It’s a long list and that pleases us to no end for 2 reasons.

  1. It’s a testament to Microsoft’s continued development of Dynamics GP.
  2. Many of the features in the "GP Next" October release represent functionality that our Microsoft Dynamics GP clients here at Bond Consulting Services have been clamoring for, for quite some time.

So, I bring you this list, which needs no preamble. I’ve colored my top 3 favorites in each of the 4 categories below in bold red. Your favorites may differ from mine. And that’s ok.

System Enhancements

  • Supports SQL 2019
  • Supports Windows Server 2019
  • Supports Office 2019
  • SmartList add Date options
  • Sort companies in User Access
  • Search option in User Access
  • Filter Inactive users in User Access Setup
  • More than 32 Report Options in Report Group

Financial Enhancements

  • Long Description for Payables Transaction Entry
  • Expand Display for Fiscal Period Setup
  • Display User who posted the Journal Entry Inquiry
  • Add Class ID to Fixed Asset Transfer
  • Document Attach available in Bank Reconciliation
  • Visual Cue for EFT Vendor on Edit Payment Batch
  • Show Check Number in Apply Sales Doc Window
  • Payroll option to Not include Additional Withholding
  • Payables integration to Payroll Enhancement
  • Deduction/Benefit Quick Assignment functionality
  • Exclude Inactive Records for HR benefit and Deduction lookups
  • Employment History reason for change for all dates
  • Payroll Reprint Pay statements by Audit Code

Workflow Functionality

  • User Security Workflow
  • User Workflow
  • Security Roles Workflow
  • Security Tasks Workflow
  • Import Workflow
  • Export Workflow
  • Change Approver for active Workflow Task
  • Vendor Approval Workflow submit on Hold or Doc Attach

Top Feature Requests

  • Copy Report Option
  • Filter Item Stock Inquiry by Date
  • Exclude Inactive Items on Item Price List
  • Minimize transaction when Go To is selected for PO that exists
  • Save setting for Display new PO per user
  • Inactive field added to Item SmartList
  • Display User ID in Item Master Table
  • Excel Paste in Web Client
  • Make History Drop down default to most recent year

Want to take a closer look at GP Next?

Then contact Bond Consulting Services (BCS) for more details. Visit us at www.BondConsultingServices.com or just pick up the phone and call 562-988-3451.

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Winning Athlete crosses the finish line | Digital Transformation Is a Journey

Digital Transformation Is a Journey: 4 Ways to Reach the Finish Line with Microsoft Software

Winning Athlete crosses the finish line | Digital Transformation Is a Journey

As we close in on 2020, we’re finding that our clients are increasingly making a commitment to achieve digital transformation (DT) before the next decade catches them unprepared for success in a digital world. Bond Consulting Services (BCS) has made that journey alongside our clients.

In the beginning, there was…

It all began in the new millennium, in the year 2000 when Bond was founded. The year of Y2K. We hitched our wagon to the Microsoft star, implementing Microsoft’s flagship ERP software, Dynamics GP, for our clients. They flourished and so did we. Microsoft Dynamics GP remains a strong, viable, leading-edge solution that is updated 3 times a year so that it’s always moving our clients forward on their journey to the DT finish line.

Sure. There are newer solutions available now. But GP is still a great option for managing your business, from financials to inventory and operations, from anywhere at any time.

Find out more. Read our blog: You Should Choose Microsoft Dynamics GP Because

And then there was…

Microsoft Dynamics 365 for enterprise organizations and Microsoft Dynamics 365 Business Central for midmarket companies. These 2 native cloud solutions are perfect for any business that wants a digital-ready ERP system. They represent the next generation, the future of business management software that unifies CRM and ERP and breaks down data silos. These modern, intelligent cloud applications will move your business forward toward that DT finish line.

Find out more. Read the blog: How Is Dynamics 365 Integral to Your Company’s Digital Transformation?

And then there was more…

The next logical step for many of our clients has been moving Microsoft Office to the cloud. That means switching to Microsoft Office 365. It’s the Office you know, plus the tools to help you work better together, so you can get more done – anytime, anywhere.

You get business-class email, file sharing, HD video conferencing, technical support, financially-backed SLA (service level agreement), and simplified IT management.

Find out more. Read our blog: What’s Inside Microsoft Office 365 and What’s New

And now there is…

Microsoft Power BI. Your digital transformation would not be complete without data at your fingertips. Power BI is a cloud-based business analytics service that gives you a single view of your most critical business data. Monitor the health of your business using a live dashboard, create rich interactive reports with Power BI Desktop, and access your data on the go with native Power BI Mobile apps.

Find out more. Read our blog: Everything You Need to Know about Microsoft Power BI in Less than 2 Minutes?

Put Your Digital Transformation in Our Capable Hands

Contact Bond Consulting Services (BCS) for more details. Visit us at www.BondConsultingServices.com or just pick up the phone and call 562-988-3451.


Miniature people: Small businessmen standing on stack of coins | Fixed-Price Implementation

Microsoft Dynamics 365 Business Central Fixed-Price Implementation Packages

Miniature people: Small businessmen standing on stack of coins | Fixed-Price Implementation

If you’re like 99% of our clients, you’re trying to rein in the soaring costs of technology. It’s a delicate balancing act. On the one hand, you understand that you need to implement new technology to remain competitive. On the other hand, the costs are rising faster than your budget.

The Solution Is Fixed-Price Implementations Designed to Fit Your Budget

That’s why Bond Consulting Services (BCS) offers 14 different packages, including some free assessments. You can check out our Implementation Packages page to see all 14 options. But for purposes of this article, we’re going to focus on the 6 Microsoft Dynamics 365 Business Central plans.

#1 is a FREE Business Central: 2-Hour Assessment, which is an evaluation of your business needs to determine how Dynamics 365 Business Central can help you manage your finances, increase sales, and streamline your operations. Read on…

#2 is a Business Central: 2-Day Assessment at a fixed price of $2,500. It’s an onsite, in-depth engagement that will also evaluate your business needs and determine how Dynamics 365 Business Central will allow you to manage your finances, increase sales, and streamline your operations. Learn more…

#3 is our Business Central Base: 2-Day Implementation at the fixed price of only $500. Our Base Implementation package is perfect for organizations that are interested in handling the implementation on their own and have previous experience with configuring ERP systems in the Cloud. Get the details…

#4 is the BCS Business Central Standard: 2-Week Implementation at the affordable fixed price of $4,000. This package is perfect for organizations with an experienced Controller who has implemented financial systems in the past and only needs minimal assistance and training. Find out more…

#5 is Bond’s Business Central Preferred: 6-Week Implementation at a fixed price of $8,000. Our Preferred Package builds upon the Standard Implementation Package (see #4 above) and is perfect for organizations with an experienced bookkeeper, CFO, or Controller who requires core financial processing. Keep reading…

#6 is the Bond Consulting Business Central Plus Package at a fixed price of $18,000. It’s our most comprehensive Business Central Implementation Package, and it builds upon the Preferred Implementation Package (#5 above). It’s perfect for organizations that require core financial processing (General Ledger, Accounts Payable, Accounts Receivable) plus Bank Reconciliations and Financial Reporting. Details can be found here…

Take the next step

Yes, that’s a lot of information to digest. The free assessment (#1 above) is always an excellent place to begin.

But we can make it even easier for you. Just contact us, and we’ll get you started in the right direction.

Visit us at www.BondConsultingServices.com or just pick up the phone and call 562-988-3451.


Overjoyed ecstatic businesswoman winner celebrating the release of Microsoft Dynamics GP

More Reasons for Microsoft Dynamics GP Customers to Rejoice

Overjoyed ecstatic businesswoman winner celebrating the release of Microsoft Dynamics GP

It was only recently that we rejoiced in the release of Microsoft Dynamics GP 2019, aka “GP Next.” That release came packed with 38 new features, 38 reasons to rejoice. They’re listed in our blog entitled:

38 New Dynamics GP Features Arriving in October: It’s Called “GP Next”

But Microsoft Dynamics GP is like the gift that keeps on giving. I’m referring to what’s called the Modern Lifecycle, also known as the Modern Policy. Starting with the GP 2019 release, Dynamics GP will be updated three times a year: every October, every June, and again in the November/December timeframe. This is not just a huge boon for all our GP clients; it’s also a roadmap that extends out to 2024.  You can read all about it here.

Another crowd-pleaser resource is the Feature of the Day blog. To give you an idea of what content is shared on that blog, here are a few recent examples:

October 4, 2019 – Payroll Option to Exclude Additional Withholding Amount
In the October 2019 release of Dynamics GP, when you build the check file, you have the option to include or exclude the additional withholding for Federal, State, and Local tax amounts.

October 3, 2019 – GL Journal Entry Enhancements

With the October 2019 release for Microsoft Dynamics GP, enhancements have been made to the Journal Entry Inquiry window. The year drop-down list will now display in reverse order with the most recent year displayed first.

October 2, 2019 – Long Description Available for Payables Transactions

In Dynamics GP you can now enter a long description field for Payables Transactions. To enable this functionality, there is a new "Enable Long Description in Payables Transaction Entry" option in Payables Setup.

Are you thinking what I’m thinking?

Here at Bond Consulting Services (BCS), we like to put ourselves in our client’s shoes. Right now, when we think about all the exciting news around GP 2019 and the Modern Lifecycle, we must wonder:
Are you thinking that it might be time to upgrade? This would the moment to consider 3 options:

  • Upgrade to Microsoft Dynamics GP on-premise
  • Move your current GP from on-premise to the cloud
  • The transition from your beloved Dynamics GP to Microsoft Dynamics 365

That’s a lot to think about. And we’re here to walk you through the PROs and CONs of each option.

Contact Us
Visit us at www.BondConsultingServices.com or pick up the phone and call 562-988-3451.

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Opening a box: What’s Inside Microsoft Office 365 and What’s New

What’s Inside Microsoft Office 365 and What’s New

Can you name the eight components that are included in your Microsoft Office 365 subscription? If you can’t, don’t feel bad, because you’re in good company. Most people can’t name all eight off the top of their heads. And THAT is because most people don’t use all eight components. And even if I gave you the list, you may not know what they all do.

The Big 8

Big 8 Components of Microsoft Office 365

Some of these are household names – Excel, Outlook, PowerPoint, Word. And the others? Perhaps you’ve heard of them but don’t know exactly what they do.

Access: Microsoft Access is a database management system that combines the relational Microsoft Jet Database Engine with a graphical user interface and software-development tools.

OneNote: Microsoft OneNote is a computer program and mobile program for free-form information gathering and multi-user collaboration. It gathers users' notes, drawings, screen clippings, and audio commentaries. You can share Notes with other OneNote users over the Internet or a network.

Project: Microsoft Project is a project management software product. It is designed to assist a project manager in developing a schedule, assigning resources to tasks, tracking progress, managing the budget, and analyzing workloads.

Visio: Microsoft Visio is a diagramming and vector graphics application.

If you’re not using all of these to your fullest advantage, you should contact Bond Consulting for details.

New Features in Some of Your Favorite Office 365 Applications

New features are being added to Office 365 all the time. Here are three recent crowd-pleasers.

Rewrite for WordRewrite for Word: When you want to say something differently, Rewrite is there to help. Rewrite offers alternatives for finessing your phrases and it offers you alternate suggestions for selected phrases in your document.

In your document, highlight any text or phrase. Right-click and select Rewrite (Preview). Then choose any of the suggestions displayed in the Editor pane.

Sun/Moon Button for OutlookSun/Moon Button for Outlook: See your messages in a different light. Use the Sun/Moon button to switch between light and dark background in the reading pane.

 

 

Sharpen Images for PowerPointSharpen Images for PowerPoint: For a crisper, clearer images, save a chart, shape, or other illustration as a scalable vector graphic. Save your slides as SVGs too! Looks so much better.

 

Find Out More

Microsoft Office 365 offers you so much more than meets the eye that you will be blown away. Make sure you’re getting your money’s worth. Visit us at www.BondConsultingServices.com or pick up the phone and call 562-988-3451.

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