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.
Make it so easy to do business with you that customers pay faster and thank you for it. With tools for customer self-service and online collaboration, Versapay ARC helps you consistently improve payment times by five or more days and improve customer satisfaction within the billing and payment process.
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.
Gánese la confianza de los clientes
Visualice con precisión los costes, el esfuerzo y los ingresos
Proporcione a los jefes de proyecto paneles intuitivos
Vea las cosas desde la perspectiva del cliente
Optimice los calendarios
Mida con precisión el uso realizado
Proporcione a los consultores y subcontratistas los recursos que necesitan
Priorice las operaciones comerciales utilizando un panel unificado de gestión de ventas
Trate directamente con los clientes
Garantice una colaboración sin obstáculos
Fomente
The supply chain management sector is facing numerous skilled labor shortages due to the ever-increasing demands of the pandemic. Meeting these challenges isn’t a viable option for businesses that are afraid of making changes.
Gill covers a brief evolution of the product that we now know as Microsoft Dynamics 365, shows what marketing automation is and then provides a whistle stop tour of the functionality of ClickDimensions. She concludes with a comparison of Dynamics 365 Marketing and ClickDimensions and their pricing models.
What will 2021 bring in the way of RPA? Still in its infancy, RPA has a huge potential growth in 2021.
Gorilla Glue implements FASCOR WMS to streamline their processes to allow focus on their business strategy and growth
Encova strives to always improve customer and agent experience by automating various customer retention efforts. Some agents were skeptical about robotic process automation (RPA) but soon realized that a lot of time was saved by not needing to perform tedious tasks.
Dealing with various concerns related to the pandemic and the importance of maintaining food supply chains has caused many companies in these industries to focus on investing in automation technology and artificial intelligence. Many of these businesses were already investing in this technology, but COVID-19 has accelerated the process.
Automation and AI tools are becoming more prevalent in enterprise settings due to the many benefits of investing in this technology
Get an inside view of how RPA was applied in the medical industry to improve employee productivity & replace time-intensive manual processes with automation tools from AutomationAnywhere.
As you look to maximize ROI across your organization, now more than ever, the things that appeared “little” are more expensive than you realize; manual data entry, filing documents, and searching for files have real costs associated with them. Attend this interactive workshop session as we explore the steps, the industry data and benefits of centralized document management and invoice process automation. Learn real-world examples that you can analyze and easily convey, as you build the business case for AP automation and pave the way for its success!
Join us in this session to get started with the new Power Automate UI Flows service, Microsoft’s Robotic Process Automation solution. During this session we will take a tour of the Power Automate UI Flows application interface, look at the available controls and discuss some of the basic concepts around Robotic Process Automation.
We will show you in a step-by-step demo how you can record user actions such as mouse clicks, keyboard use, and data entry, and then replay those actions to automate this process.
Session Level: Advanced
No matter where your employees are working these days, it has become crucial to implement the technology and tools to ensure that our remote teams are able to stay up-and-running without missing a beat. Join this presentation to learn how MetaViewer Paperless Automation helps Microsoft Dynamics GP end users manage their payment processes efficiently, securely and flexibly.
Introducing a new tool for your team to use can be difficult. You continuously run into a problem with one of your processes, decide to look into solutions out in the market, schedule calls & demos with providers, review the options, and finally come to a decision. Then comes the onboarding to make sure your team uses the product.
While you know you need the tool, the headaches and politics you have to maneuver through just to get a solution can be daunting. The last thing you want is for the onboarding to drag on and suck more time from your team, ultimately decreasing morale.
We get it! That’s why we’ve designed the best onboarding experience for your team. Today, things need to happen right now!
So join us for our solution showcase on “Fast Forward your AP Automation – From Kick-off to Go-Live in 5 Days”” where we will share how we can get your company up and running with your AP automation solution for Dynamics 365 Finance in just 5 days!”
Geared to experienced Workflow builders and Power Automate novices, this will teach Dynamics 365 users how to make the jump to Power Automate. We will cover existing D365 workflow steps and how to replicate them in Power Automate, where you still want to use classic workflows over Power Automate, and of course some of the cool things you can only do in Power Automate such as querying for data other long requested features.
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
MetaViewer integrated with Dynamics 365 for Finance and Operations provides intelligent technology and scalability to allow businesses to grow at their own pace. Join this session to learn how adding MetaViewer to D365FO offers paperless automation, Touchless processing, full visibility and advanced functionality beyond AP automation and more.
There’s nothing more powerful than the efficiency of paperless automation combined with Microsoft Dynamics 365 in the cloud. During this session, our automation experts will show you firsthand how together MetaViewer and Business Central increase financial control and end-to-end visibility of the supply chain for streamlined and strategic business decision-making.
How can you manage your paper-based AP operations with a distributed workforce? You really can’t if everyone is working from different locations. If this year has shown us one thing it’s that companies MUST take everything digital and provide access to company data from anywhere to maintain and grow their business. DocLink extends the value of your Dynamics ERP not only by allowing you to go paperless, but also automating your entire AP process from POs to payments. In this session you’ll hear from DocLink customers who have achieved success in going digital, and you’ll learn how you can:
• Eliminate paper and manual processes
• Capture and access documents instantaneously
• Streamline and accelerate approvals
• Automate 3-way matching
Join us to learn how to gain improved efficiency, visibility and control by going paperless and touchless in AP. This session is for the following products: Dynamics GP, AX, Nav, SL, D365 F&O and D365 Business.
