Presented by: @Geoff Ables
It’s a fact – 47% of CRM projects fail 2 or more times before organizations get it right. One of the most critical reasons: not understanding the unique planning process. This session will dive into what should be included in your CRM roadmap, how to build it, getting the team engaged, building your business case, measuring the ROI, benchmarking user satisfaction, and constantly improving.
#Leadership
#CustomerEngagement
Dynamics 365 Version 9 includes a number of new interesting features and enhancements in the area of CRM. Wondering about upcoming and recently released capabilities in Dynamics 365 Customer Engagement? I have captured all the details, end to end, top to bottom, which you can recommend for planning for users and customers and will present it to you in this webinar.
In this session you’ll learn to do a bank reconciliation in NAV the old fashion way. While NAV can do imports from your bank to match transactions, we will be doing it by hand. We’ll talk about how to find missing transactions, and the great black hole of manual checks.
In this webinar, we’ll discuss the year end process for closing your income statement and providing current financial statements even if your audit is still outstanding.
deFacto Planning is a fully unified, 100% Microsoft-centric Budgeting, Forecasting, Consolidation and Reporting tool. It was designed and built by the experts who designed and built the original BPC, and has proven to outperform and out-scale BPC as well as other enterprise-class products on the market. The shared heritage between BPC and deFacto Planning allows for your initial investment to be repurposed more so than with any other product.
Jet is a robust reporting tool, built directly into Excel. In this course, we’ll cover the various Jet product offerings, and walk through how easy it is to start building reports.#Functional#Accounting#BIandReporting#Finance#GetStarted
With defensive programming, the main idea is that if a function is passed bad data it won’t be hurt, even if the bad data is another function’s fault. More generally, it’s the recognition that programs will be modified later on and will have problems, and that a smart developer will write their code to account for this. In this session you’ll learn how to protect yourself from the cold, cruel world of invalid data, events that can “never” happen, and other developers’ mistakes.
Now it’s more important than ever before to get things done remotely and efficiently. Using Power Automate approvals is a great way to keep the team engaged, keep projects and proposals moving forward, and to ensure that proper audits are done.
In this session you’ll learn how to create your first approval flow, how to modify it to handle automated tracking, and some of the gotchas that can cost your team lost time and frustration if you don’t plan ahead.
It’s a fact – 47% of CRM projects fail 2 or more times before organizations get it right. One of the most critical reasons: not understanding the unique planning process. This session will dive into what should be included in your CRM roadmap, how to build it, getting the team engaged, building your business case, measuring the ROI, benchmarking user satisfaction, and constantly improving.
#Leadership
#CustomerEngagement
When it comes to metrics, leaders need to start with what to measure and why. What are the behaviors you want from your sales and service team, and what levers do you have to push in order to increase sales performance? In this session we’ll discuss the best practices for developing actionable metrics. Then you will see you examples of how to incorporate analytics into Dynamics 365 for Sales and Service using the built-in reporting tools and Power BI. You’ll take away ideas for how to use metrics more strategically to achieve your goals.
Most digital agencies list SEM as a service offering, but you may be surprised to know how many have NO experience or training in paid search! Because it can be so easy to pick the wrong agency, we’ll focus on the steps and questions to find and vet a good SEM vendor, including expectations and relationship management to get the best results in the months and years to come.
This session will take a look at the upcoming Planning Optimization Add-in for Dynamics 365 Supply Chain Management and how it enables faster Master planning with a minimal load on SQL. You will also get an overview of the available master planning features and future roadmap functionalities.
Let’s explore what the new Business Central Company Hub is and how-to quickly set it up.
Configure Price Quote (CPQ) tools have been available as add-ons for Dynamics 365 (both CRM and ERP offerings) for quite some time. But many companies don’t fully understand these solutions and how they can help their business – and others are trying to fit a CPQ solution into a business model that doesn’t work that way. In this session you will leave with answers to 4 questions:
• What is a CPQ Solution?
• What kinds of businesses does it work for (including case studies)?
• How can it help my business?
What are Stock Keeping Units (SKU’s) in Dynamics NAV/BC? This question comes up every time a Company implements NAV/BC. We will take the next 30 minutes and define what a Stock Keeping Unit is, how it is used in Dynamics NAV/BC, and how it is employed during Replenishment and Planning.
Whether from a journal or a document, lots of things happen when you hit “Post”. During this session, we’ll review what happens when you post. We’ll review ledger entry tables and posted document tables. You’ll learn what happens to documents after you post and how you can find the details behind your posted documents.
Is it time to start thinking about upgrading or purchasing new ERP software? Take this short assessment to find out what we think.
Everyone wants to grab their data, take it with them, and work with it in Excel. In this session, you will learn how to find the data and bring it directly into Excel.
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
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.
