If you’re considering how to best implement the vast capabilities of Microsoft Office 365 in a context that’s optimized for your business, you’ve come to the right place. At KTL Solutions our customer-first perspective allows us to serve the needs of any business and take the stress out of this change. Whether you’re seeking business email optimization, team communication solutions, or enhanced data security, we can help you make your own customized solution.
Presented by @Robb Delprado
By now we’ve all realized we should have been converting customers and vendors to electronic payments all along. How much easier would it be to process payments in our new remote work world this way instead of relying on paper checks coming in from our customers and paper checks going out to our vendors? This session will go through how to set up ACH and how to work with your customers and vendors to convert them to doing business electronically.
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This session aims to help organizations understand the benefits of integrating CRM with their phone system. This session will dispel these and other mysteries and urban myths around this subject, as well as explain some of the terminology and components. It will demonstrate how combining Dynamics 365 and your telephony system, can benefit your organization – by increasing the efficiency of all teams that use CTI, and by improving the overall customer experience of any organization.
S&OP provides the critical link between inventory, customer service and business performance by enabling cross-functional planning and bridging the gap between strategic planning and operational execution.
This virtual panel discussion features 30 minutes of informative and interactive discussion on best practices for getting Sales users ready to use Dynamics 365 Customer Engagement and CRM. The panel consists of Dynamics 365 CRM end-user members and subject matter experts across the Dynamics 365 and CRM Community who share tips and field your questions.
Learn about the Dynamics 365 new functionalities and take advantage of product enhancements and new modules. Microsoft is investing in Dynamics AX customers and assisting them in their Dynamics 365 cloud migration journey through the Dynamics 365 Migration Program (aka.ms/d365migrate).
“The reason for employee engagement is the passionate pursuit of a better customer experience.” The innovation engine behind next generation customer experiences is engaged employees. Being people-centric isn’t a new concept, but digital workplace tools that can make it a reality have advanced significantly in recent years. In this session, best-selling author Geoff Ables shares what a people-centric organization looks like, with case studies highlighting how big data, analytics, employee engagement, processes, change management, user adoption, and culture have to align, and proven organizational disciplines that result in better customer and employee engagement. You’ll leave inspired, informed and full of ideas that will drive change – even transformation – in your organization. “If profit is the pulse of a company, then people are the heart.”
In light of the financial impact of COVID-19 on many of its customers, Microsoft has released a new CSP Enhancement Plan Renewal Offer that allows both Dynamics GP and SL customers to make monthly payments rather than the lump-sum payment each year. Learn more.
Microsoft has just released PowerApps Portals in Public Preview! In this session, you will walk away with a better understanding of how you can deliver better customer experiences with the new PowerApps Portals. I will also share a number of tips and tricks that I have learned during my experience in the private preview of the PowerApps portals and working with the previous CRM Portals solution.
Configuration data is used to define custom functionality in model-driven apps in Dynamics 365, such as Dynamics 365 Sales and Customer Service, and is typically stored in custom entities. This article details the benefits on many different migration tools and when to use them.
Best of Summit 2018: Lessons from Your Peers: EDI 201 – The Benefits of a Managed EDI Solution at Caplugs
BCUG/NAVUG member Caplugs has tried many solutions for communication with their trading partners, and realized a managed EDI solution with its integration to Dynamics NAV yields many benefits, ultimately saving them money and freeing IT resources. Hear their story of using a managed EDI solution and how it has differed from processing EDI in-house, especially around the ability to remain current with technology, providing customer support, increasing their flexibility, and realizing their targeted ROI
Learn and share checklists and tips to help businesses navigate working from home with Dynamics GP. We’ve not only worked with our own customers, but also met with groups of partners and vendors in our channel to prepare the content for this information-packed presentation.
In this non-technical webinar, you’ll learn how best-in-class sales teams design sales processes to align with customer buying processes. You’ll understand the different types of sales processes, why the out-of-the-box processes usually aren’t a good fit, steps for engaging the team in developing a process, how to evolve your process over time, and the golden rules for developing simple but effective sales processes.
We’ll discuss the myriad options for customer billing and how best to control how that interacts with the GL, Purchasing and Inventory. Along with those topics, we will take a look at returns processing and much more!
Vertex offers a proven and accurate sales and use tax solution for businesses. Our scalable solution allows customers to manage complex sales and use taxes across multiple jurisdictions and states. Vertex offers multiple deployment options to best fit customers needs.
Utilizing the new Credit management tools to set automatic credit limits as well as set blocking rules for past due or overextended customers.
Digital transformation isn’t just about ERP and CRM — it’s about leveraging integrated systems to operate more efficiently, empower employees, manage suppliers, gain insights about customers and respond to the market’s ever-changing demands.
Plus+ is committed to helping customers Respond to current challenges by enabling secure, remote, and hybrid work, Recover by reducing cost, managing risk, and enabling business continuity, and Reimagine with next-generation resilient solutions that enhance agility and increase value.
This virtual panel discussion series will feature brief, informative yet interactive discussions in a 30 minute or less format to help you take in and learn some key features and best practices while using Dynamics 365 Customer Engagement. These panels will consist of Dynamics 365 Customer Engagement end-using members and subject matter experts across the Dynamics 365 Customer Engagement Community who will share a tip or best practice and field your questions thereafter.
This all-in-one ERP business management solution helps you connect your financials, sales, service, and operations to streamline business processes, improve customer interactions, and make better decisions. BKD offers a pre-configured integration for Cerner and Medsphere’s EHR solutions with Dynamics 365 Business Central. Whether your focus is in healthcare, professional services, manufacturing, or distribution, BKD can help.
