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.
The Planning Management portion introduces the concepts of service order allocation, planning and dispatching. Also, it explains how to record what repairs and maintenance the resources perform on service items. After this webinar, you will be able to Assign customers to service zones, Allocate resources, Reallocate resources and change repair status.
Take advantage of all Business Central has to offer in Service Management. In this section of our Getting Started series we will cover how to help your support team better serve your customers. Effective trouble shooting will have your customers and your company time, money, and frustration
Presented by: @Geoff Ables
CRM can deliver faster sales cycles, higher win rates, more loyal customers and accelerated marketing. But more than 60% of the time, CRM fails to deliver on those promises.
If you’re struggling with CRM adoption, then this is the session that you can’t afford to miss.
Learn why some CRM projects fail – and how to successfully recover. Better yet, understand how to set yourself up for success from the start!
#Intermediate
#CustomerEngagement
#Functional
#Sales
Service Contracts give you a tool for recording and tracking service agreements between you and your customers. In this session, we will review how you can set up Service Contracts manually, or with a contract template. We will discuss the billing options for the Service Contracts and the setups related to Prepaid versus Non-Prepaid Service Contracts. Prepaid billings can be directed to deferred revenue account and Non-Prepaid billings can be directed to a regular revenue account.
The majority of CRM systems have duplicate data to some degree, that is no mystery! We cover the cause and effect of this data- including GDPR compliance issues. We cover how to design out duplicate data and reduce the risks of adding duplicate data! Learn processes you can put in place to reduce it and how to address it if you have it. Duplicate data management starts with policies and processes, with a little help from technology you can deal with it & improve user adoption and customer satisfaction.
If you’re going to use Service Management effectively, you are going to need to know what you’re servicing. In this session we will cover Service Items for Items you’ve sold to your Customers, Service Items for Items your customers have purchased elsewhere and Service Items for things you own. We will also discuss the setups related to Service Items that keep your Service Department operating effectively.
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
Schedule and automatically distribute documents with supporting documentation based on receiver (partners, employees, customers, vendors, etc.) preferences such as via email, fax, FTP, or print.
