This session walks you through what customer care features are available with Dynamics 365 for Sales, and additional features available in Field Service, Project Service, Universal Scheduling and other third party modules. Attend this session to learn what features are already available to you, and what additional licenses might be required for additional features.
Join a cast of moderators as they lead us through a review of the material associated with this certification exam. Content will cover Microsoft’s exam guide (found here: https://docs.microsoft.com/en-us/learn/certifications/exams/mb-600). Each week we’ll cover a section of the material and discuss the items we believe most pertinent to the exam. This is a collaborative study group – while we have moderators lined up we are always open to questions, insights and knowledge from all participants!
The new Microsoft Power Virtual Agent gives you the tools you need to easily create and maintain intelligent chatbots.
Join Daniel Christian, a Microsoft MVP as he introduces you to what Power Virtual Agent or PVA has to offer. In this session Daniel will go through how to build your very own chatbot that enables you to engage conversationally with your customers and employees without using a single line of code.
Solgari is a premium tier member of Microsoft’s Business Application ISV Connect Program and is in ‘Co-sell’ globally with the D365 sales teams. This session goes through how Solgari achieved this and how to get great support from Microsoft within the program. This is an unprecedented opportunity for ambitious B2B ISVs to partner with Microsoft and access the fastest growing business applications marketplace.
Driving customer digital mandate through platform services and ready platforms, Sonata’s Platformation™ methodology brings together industry expertise, platform technology excellence, design thinking-led innovation and strategic engagement models to deliver sustained long-term value to customers.
January not only brings a new year but it brings the promise of features to come in Business Central. That’s right, the 2021 feature updates have been released and man oh man are there some good ones. So, clear your schedule, turn the volume up, grab yourself a drink, and get comfortable because we’re going through each and every feature, and then right after that the fun keeps going because we’re going to tell you how you can download for free a pretty nifty little app for Business Central called Smart Com
Have another budget/forecast to prepare for in Microsoft Forecaster and not sure what setup is needed? There are routine steps to prepare for next year’s budget in Microsoft Forecaster. Come learn the steps needed and see the most efficient way to setup and maintain Forecaster. We will walk through creating periods, columns, input sets and using the copy plan wizard. Other topics include reports, menus, tasks and locking data.
Experlogix is a premier provider of Configure, Price, Quote (CPQ) technology, specializing in fully integrated quote and order automation solutions for Microsoft Dynamics 365. Experlogix CPQ can help to accelerate the quoting and proposal generation process, eliminate mistakes and easily guide users through the most complex pricing and quoting scenarios. www.cpq365.com
2020 began with the outbreak of Novel Coronavirus 2019 (COVID-19) in China. Despite best efforts, the virus soon spread throughout the world affecting hundreds of thousands of people.Using the Johns Hopkins Github data repository and Power BI, Leon Tribe will show, whether it is spread of a disease, or the monthly sales report, the power of data to tell a story. The power to see where we have come from, where we are, and where we are going. The power to provide insights to guide us to make the right decisions for our lives.
Training is important in companies today and recently there have been some questions from users around how to use Training within the Human Resource module. We have seen great questions popping up with the GPUG Community Forum around this module. Join Terry Heley from Microsoft as she discusses how users that have Training setup in HR are using it. We will also include and cover FREE SmartList reports you can use in your company with Training and raise increases based on employee completed training!
Eliminate data entry and document searching with Datahaven 365 patented virtual folder structure and file naming across all department. Datahaven 365 enhances Microsoft F&O, BC, NAV, CRM, Outlook, and Teams by allowing users to store information using drag and drop, scan, upload, and OCR technologies. Datahaven 365 is embedded throughout Dynamics and store files in secure programmatically organized folder structure which ensures consistency, so files are easily retrievable for years to come.
Customer Service provides all the features and functionality that organizations need to manage the services they provide to their customers. In this webinar we are going to through Customer Service from beginning to end with a high level overview of tracking, recording, sharing, and creating items.
Are you having difficulty organizing your inbox? Do you want an easier way to simplify all of your inbox folders? Invest 20 minutes, as Kevin will take us through D365 email tracking. Kevin will show us how to quickly create scheduled tasks, phone calls, meetings and help you save valuable time.
ExFlow D365 FO is a built-in, feature-rich AP Automation solution developed specifically for Dynamics 365 Finance and Operations/AX. ExFlow sits inside D365 and leverages Machine Learning to automate the AP process from invoice data capture, through validation and pre-coding to 3-way matching and approval. Analytics is provided by pre-packaged Power BI dashboards inside D365. Today more than 400 D365 FO/AX customers worldwide use ExFlow.
ExFlow D365 BC is a built-in, feature-rich AP Automation solution developed specifically for Dynamics 365 Business Central/NAV. ExFlow sits inside D365 and leverages Machine Learning to automate the AP process from invoice data capture, through validation and pre-coding to 3-way matching and approval. Analytics is provided by pre-packaged Power BI dashboards inside D365. Today more than 500 D365 BC/NAV customers worldwide use ExFlow. ExFlow D365 BC is localized for SWE, NOR, FIN, AUS, UK, USA, CAN and FRA.
Within the next two weeks, all of our Summit North America refunds will be paid, and our Summit EU refunds will be issued based on what we learn in Q1 2021 and the ability to open our event in Europe
CRM systems transform sales through organization; marketing automation completes the picture by generating leads and managing lead engagement. Learn how the systems complement each other, and why you need both. On this webinar, you’ll learn how to manage and scale campaigns and programs using automation, use scoring data to deliver sales-ready leads to the sales team, and send marketing-created, personalized, trackable emails and messages.
Workato has established a whole new category; Integration-led Automation intended to automate and unify organizational workflows, applications, teams, and data.
In this original piece, learn about “Silicon Valley’s newest unicorn” and why they believe businesses can transform easier and faster with one all-encompassing platform.
BCS recently partnered with the organization known as Exhart to implement and deploy Business Central and Dynamics 365 Sales to boost their business performance.
Data scientists and IT are often at odds with each other. However, that doesn’t always have to be the case. With key plans in place and a strategic set of goals and KPIs, these teams can work in better harmony.
