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Category: ConnectWise Automate

Our famous End-of-Year Guide is live

View Guide Online Our yearly tradition carries on, and it keeps getting sharper. Our latest End-of-Year Guide is now available online, and this time we’ve expanded it to include ConnectWise Automate and RMM alongside the PSA coverage you’ve come to count on. Inside, you’ll find the must-do settings to review before the new year, plus practical optimization steps, housekeeping tips, and smart ways to stay a step ahead of your competition. Just like every year,

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The Truth About Starting (and Surviving) in IT

What They Don’t Tell You About Starting an IT Business (and What the Veterans Should Remember) Starting an IT business sounds exciting — until you realize it’s less about fixing computers and more about building a real company. There’s no shortage of “how to start your MSP” guides or “10 steps to success” checklists. They’ll tell you about service offerings, marketing, and billing.But what they don’t tell you is that this industry isn’t really about

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Avoid These 5 Costly RMM Mistakes – Live Webinar This Wednesday

Are you getting the most out of your RMM tool? Or is it costing you more time, money, and frustration than it should? This Wednesday, join our live webinar: “Avoid These 5 Costly RMM Mistakes (and How to Fix Them).” We’ll uncover the most common missteps Technology Solution Providers make with their RMM platforms — whether you’re on ConnectWise RMM, Automate, NinjaOne, Datto, N-able, Atera, or another system. You’ll walk away with: A clear understanding

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Coming Soon: The 5 RMM Mistakes You Can’t Afford to Make

If you’re using ConnectWise Automate or RMM, chances are you’ve felt the pain: noisy alerts, failed patching, or tools that feel like they’re running you instead of the other way around. The truth? These headaches usually come down to a handful of avoidable mistakes—and most Technology Solution Providers are making at least one of them. That’s why we’re pulling back the curtain in our upcoming webinar:“Top 5 RMM Mistakes (and How to Fix Them).” You’ll

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What Is a Self-Healing RMM?

From Reactive to Proactive: Building a Self-Healing RMM Environment with ConnectWise Automate In today’s fast-paced MSP landscape, efficiency isn’t just a goal—it’s a necessity. One of the most powerful ways to boost efficiency is by transforming your RMM from a reactive tool into a self-healing environment. With ConnectWise Automate, this isn’t just possible—it’s practical. What Is a Self-Healing RMM? A self-healing RMM environment automatically detects and resolves common IT issues without technician intervention. Think of it

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Quick Tips for Automate and ConnectWise RMM

  Automate Quick Tip: Use Asterisks to Prioritize Custom Items  Speed up your workflow by adding an asterisk in front of custom groups, searches, scripts, EDFs and monitors. This pushes them to the top of the list for quick access. No more scrolling through a bunch of defaults to find what you are looking for.   Automate Quick Tip: Quickly Find Offline Agents License count getting eaten by stale endpoints? Use the built-in Search to find

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ConnectWise RMM vs. ConnectWise Automate

   VS    ConnectWise RMM vs. ConnectWise Automate: Understanding the Differences and Choosing the Right Tool ConnectWise offers two powerful remote monitoring and management (RMM) solutions: ConnectWise RMM and ConnectWise Automate. While both tools fall under the ConnectWise umbrella, they serve different purposes, target different types of users, and have distinct functionalities. Understanding their differences is crucial for Managed Service Providers (MSPs) and IT professionals looking to optimize their remote management capabilities. What is ConnectWise

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Unlocking the Potential of Extra Data Fields (EDFs) in Automation

Unlocking the Potential of Extra Data Fields (EDFs) in Automation Introduction Extra Data Fields (EDFs) are a cornerstone of automation in ConnectWise Automate. These customizable fields can store and manage data manually or automatically, providing a robust way to enhance efficiency and organization. Today’s blog article explores the purpose of EDFs, their field types, key usage sections, and practical examples. Understanding EDFs Extra data fields (EDFs going forward) are a key component of Automation. These

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Exploring the Tools of IT Management: RMM vs. MDM – Which One Do You Need?

The digital landscape is constantly evolving, and with it, the tools we use to manage and secure our devices. A question that frequently emerges in the world of IT management is whether to use a Remote Monitoring and Management (RMM) system or a Mobile Device Management (MDM) solution. The answer isn’t straightforward—it depends, but in many cases, you might find that one does not simply replace the other. RMM and MDM serve distinct purposes, albeit

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ConnectWise Automate | Dark Mode

Many prefer the Dark Mode when available.  The Automate Control Center Desktop Client actually has Dark Mode functionality built in.  Let’s see how to enable this mode. Before: After: How to Activate Click your profile icon at the top right-hand corner of your screen. Select ‘Preferences’. How to Activate Set theme to ‘Dark’. Save. That is all it takes to implement the Dark Mode.  May the Dark Mode Force be with you.

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About Visionary 360

At Visionary 360, we’re a team of experienced business coaches who help Technology Solution Providers make the most of their tools with a strong focus on financial clarity.

We’re more than consultants. We’re partners who love solving problems, simplifying complexity, and turning frustration into progress. Our clients become part of the Visionary 360 family, and we take pride in celebrating their growth and success.

There’s no greater satisfaction than seeing a partner’s business thrive—streamlined, profitable, and confident in every step forward.

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