Search Results: customer service (3087)

Explore how to adopt the Power Platform at scale across a large organization, and discuss how administrators, architects, and program/project managers can govern, manage, and operate the Power Platform in service to their business-focused customers. 

The discussion will include an overview of the current state of the platform, and dive into several of the tools and techniques used to manage and govern the platform, including the Power Platform Adoption Framework and the Center of Excellence (CoE) model.

Session Level: Intermediate

With the introdcution of PowerApps Portals, which is the successor of Dynamics 365 Portals, it is important to understand the defintion of the new portal solution, its capabilities and benefits for offering external customer-facing experience. PowerApps Portal compliments an existing Dynamics 365 instance. Customers and partners can build low-code, responsive websites, which allow external users to interact with data in the Common Data Service (CDS), the underlying data platform for both Dynamics 365 and PowerApps.

The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

DocumentsCorePack is the Go-To solution for document generation & automation on the Power Platform.

Based on Microsoft Word-templates, DocumentsCorePack provides you with a set of tools to create and process documents in Dynamics 365 for Customer Engagement, PowerApps and PowerAutomate

Whether you need to send sales or service documents, reports, or contracts for signing, our solution will help you streamline and simplify your documents.

In this showcase we will do a live demonstration showing:

•Template design in Microsoft Word
•One-Click document generation in Dynamics 365 
•Automated document generation, approvals, and processing via PowerAutomate (Flow)

This session is suitable for an existing Microsoft Dynamics Field Service customer or for person looking at adopting mobile technology to reinvent their field processes. We will discuss and demo the concept of multi-experience apps, continuous experience, optimizing the travel, or efficient data collection. You will leave this session with real-life examples and improvements.

Staying connected to customers is more important than ever before. Engaging customers the way they want means empowering organizations to act on insights across the entire journey, build life-long relationships, and create trustworthy selling and service experiences that are consistent, personalized, and always-on. This session will cover key Dynamics 365 product announcements and the partner opportunity to help companies create meaningful customer experiences in a rapidly changing environment.

If you’ve used Dynamics 365 Business Central, you’ve probably seen the Open in Excel and Edit in Excel options. But have you used Business Central Workflows or Customer Insights in Outlook? Have you used Power Platform to automate Business Central processes? Or created Microsoft Forms Pro surveys based on Business Central data and events?

In this session, we’ll show you 6 great ways that you can leverage Office 365 and the Power Platform to increase productivity and get more value out of Dynamics 365 Business Central. 

This session will be available for CPE credits pending completion of session survey post event.

Level: Basic

Calling all Dynamics 365 specialists, Power App makers and citizen developers! 

This practical, hands-on Power Apps Portal In a Day class will equip you to extend Common Data Service (CDS) based Power Apps (including Dynamics 365 apps) to external stakeholders and guide you to build a working portal application.

Agenda

1. Class Introduction Overview

•Meet the Power Platform
•Provision a Power Apps Portal
2. Power Apps Portals Overview

•Power Apps Portals Architecture
•Power Apps Portals Components
•Hands-on Lab 1 – Add Portal web pages and content
3. Power Apps Portals and the Common Data Service

•Power Apps Portals Common Data Service (Including Dynamics 365)
•Hands-on Lab 2 – Build a Power Apps Portal (Entity Lists and Entity Forms)
4. Power Apps Portals Authentication and Security

•Power Apps Portals Authentication and Security
•Hands-on Lab 3 – Configure Portal Authentication and Security
5. Power Apps Portals Advanced Customization using Liquid

•Advanced Customization Using Liquid
•Hands-on Lab 4 – Build a custom web template using Liquid
6. Advanced Power Apps Portals Topics

•Other Power Apps Portals Features
•Hands-on Lab 5 – Portal Branding and Styling
Prerequisites: You should be familiar with building model-driven Power Apps (Working with Entities, Forms, Views, Fields, Workflows, etc) or have experience with configuring Dynamics 365 for Customer Engagement. 

Preparation: You do not need to be a developer or web designer but some basic familiarity with HTML, CSS and JavaScript would be beneficial.  You will need to bring a internet capable Windows-based laptop for the labs.

Level: Intermediate to advanced