Search Results: customer (5041)

D365UG/CRMUG Presenter:  @Joel Lindstrom, MVP – Principal Architect, Hitachi Solutions
In this session you will learn how a simple PowerApp can help your data administrator keep your Dynamics 365 customer data clean. Session will show how the app is built and best practices for contact data management.
Learning Objectives:

Identify common data quality issues with Dynamics 365 and Common Data Service
Leverage PowerApps and connectors to identify data issues.
Fix data quality issues with PowerApps and Flow.

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By Marlene Mankin, May 22, 2020It can be highly frustrating to encounter RapidStart errors and not know what to do…

Learn about tools that can assist in data management in an ERP implementation project.

An overview of how to filter and sort on the Dynamics 365 Finance menus.

By Suzanne Scanlan, Nov 13, 2019In this blog, you’ll learn how to create a Purchase Quote and convert it to…

Microsoft Dynamics 365 and Microsoft Power Platform 2020 release wave 2 plans are out, check out the full listWhat’s coming…

By Suzanne Scanlan, Nov 4, 2020One of the beautiful things about Microsoft Dynamics NAV, and now Microsoft Dynamics 365 Business…

MetaViewer Paperless Automation is the fastest and easiest way to capture, manage and access data, eliminating manual data entry and allowing your organization to effectively manage its business-critical content. From AP to AR, HR to Legal, MetaViewer offers time savings, increased ROI, improved accuracy, enhanced visibility and enterprise expansion. With perks like these, your team is able to focus on what they do best: managing customer and vendor relations and improving cash flow.

And Answers!

With more and more of the buying process moving online in a self-serve way, organizations need to understand how to blend sales and marketing while working to improve lead management. Learn best practices in the alignment process and hear from Marie as she shares insights from projects she has worked on with Dynamics customers who need this alignment to occur if they are going to get value out of their marketing automation tools and processes.

​Get valuable insight into what software and technology VARs, ISVs and other providers are doing with their marketing efforts. We will highlight findings from our 2020 Technology Marketing Benchmarks & Trends Survey and provide advice and tips to address your biggest marketing challenges. This session will look at a variety of marketing areas, including content development, customer advocacy, lead generation tactics, budgets and more.

​In this session, you will walk through a process for rating CRM projects, rate your organization across 5 categories, and identify the most important areas to focus on improving. At the end of the session, you will have a benchmarking guide that you can use to continually monitor and improve the people, processes and technologies associated with customer engagement in your organization.

This session will provide you with a practical rating guide and walk-thru, including how to:
• Discover gaps in your CRM

​Get valuable insight into what software and technology VARs, ISVs and other providers are doing with their marketing efforts. We will highlight findings from our 2019 Technology Marketing Benchmarks & Trends Survey and provide advice and tips to address your biggest marketing challenges. This session will look at a variety of marketing areas, including content development, customer advocacy, lead generation tactics, budgets and more.

By Tom Doran, Jan 10, 2019Are you tired of underwhelming results from your business reporting tools? Did you think you were…

Learn about successes and struggles, and gain advice about your data migration process.

Includes an overview of the updates and new features included in early access.

To help combat the effects the current pandemic has had on organization’s bottom line, Microsoft has created a way for on-premise Business Central and NAV customers that are current on their annual enhancement to pay monthly installments instead of one yearly lump sum. You’ll also get dual use rights and cloud licenses so you can keep using your on-premise software and have a cloud environment incase you decide to transition in the future!

Is your manual collections process slowing you down? What if there was a faster and more effective way to collect your revenue and create convenience for your customers? Well, there is! Nodus invites you to attend a webinar on automating the collection process for Microsoft Dynamics.

Posting groups can appear to be deceptively simple, but the more you know about them the more complex and powerful they seem. As one of the most important elements to your BC/NAV configuration, it’s worth the time to make sure you understand them and are using them effectively. Join in for a straight-forward explanation before we move on to an advanced discussion and demo of using posting groups in different ways, derived from various real customer examples.

From Sales to Customer Service to Field Service and the new Project Operations, Velosio has a team of experts ready to help you get the most from Dynamics 365 CRM.