Search Results: customer (4832)

As marketers and sales teams increasingly use Dynamics 365CE & CRM data to make decisions about strategy, marketing spend, and the customer journey, the fields and processes we add to our forms can have a tremendous impact on our success. In this session, marketing and sales users of Dynamics 365CE will learn how to think through required fields, custom fields, option sets, workflows, and more to capture the data they need to inform a successful sales and marketing strategy.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

Xpertdoc Smart Forms are responsive, web-based or embedded data capture forms that enable your customers to easily enter and submit their information electronically, through a better, faster, paperless, and guided process. By exchanging manual, paper-based and error-prone processes for a digital version, you benefit from lowered resource costs, improved internal efficiencies and memorable customer experience.

Inogic is a leading Microsoft ISV Gold Partner for Dynamics 365 CRM with a global customer base in 50+ countries. Our wide range of innovative productivity Apps for Dynamics 365 CRM and Power Apps include – Maplytics™, InoLink, User Adoption Monitor, Click2Export, Click2Clone, Click2Undo, Attach2Dynamics, SharePoint Security Sync, Alerts4Dynamics, Lead Assignment and Distribution Automation, Kanban Board, Map My Relationships, Auto Tax Calculator, Recurring Billing Manager & Subscription Management.

In this Community Response Series webinar, Vish Walia of the Customer Success team at Microsoft Canada will share 3-D Action plan to drive business continuity and growth during these chaotic times. The webinar will focus on identifying new ways of productivity and leverage new solutions to complement Dynamics 365 Capabilities.  

California’s new groundbreaking law, Prop 24, is the first US government watchdog law targeting data protection and privacy. This law will become effective in 2023 and protect nearly 40 million people. California Prop 24 is just the start of potential federal privacy regulations. Use this piece to future-proof your company for a National Privacy Law.

The level of innovation driven by Power Platform applications is setting the pace across multiple industries and the globe. Our goal is to tell those stories from the community members that are literally setting this pace based on their awesome work, creativity and passion. Join us and tell your stories!