D365 Field Service is a powerful platform that can empower your field service team to proactively identify issues and build strong relationships with your customers. In this session, we will dive into” Agreements” and how they can be used to assist in scheduling and overall preventative maintenance operations, including scheduled invoicing.
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
Business Central is the perfect end-to-end software solution to connect your processes on-premise or in the cloud. Centralize your data from accounting, sales, purchasing, inventory, and customer interactions to get an accurate view of your business. All data stays up to date so you can spot trends, prevent issues, and deliver great customer experiences.
Customer experiences are more crucial than ever with a digitally connected world and by using Dynamics 365 for Sales you can build loyalty and maintain your reputation while simultaneously differentiating yourself from the competition.
The new Microsoft Power Virtual Agent gives you the tools you need to easily create and maintain intelligent chatbots.
Join Daniel Christian, a Microsoft MVP as he introduces you to what Power Virtual Agent or PVA has to offer. In this session Daniel will go through how to build your very own chatbot that enables you to engage conversationally with your customers and employees without using a single line of code.
Using Additional Reporting Currency (ARC) or supporting multicurrency Vendors and Customers? In this session, you’ll learn how to update your financial statements for changes in currency.
There are different possibility to use AI in Power BI. The one easy way is to use Cognitive Service in Power BI for the aim of identify the main point of a customer email, detect their language, or identify how Much they are happy with our service and products. The other way is about analysing the customer tweet via Power stream dataset and using Microsoft Flow and cognitive service. In this one hour session, the process of how creating cognitive service, and how to consume the cognitive service in Power Query Editor will be discussed.
Entering data, processing data, and posting transactions are great, but ultimately you will need to print and send document to internal and external customers. External documents are especially important as they are often the face of your organization and you want them to be as professional in appearance as possible. During this session, we’ll review how to create documents that you can be proud of.
This session is designed to give participants a high level overview of IFRS 15 – Revenue from Contracts with Customers, and IFRS 16 – Leases. These two recently update accounting standards have been called the most complex accounting changes in the last 30 years. Are you and your team ready for them? If you have not yet implemented, what do you need to know? If you have implemented them, how do you move forward?
Track and analyze actual and budgeted sales revenues across location, customer, and product type.
Driving customer digital mandate through platform services and ready platforms, Sonata’s Platformation™ methodology brings together industry expertise, platform technology excellence, design thinking-led innovation and strategic engagement models to deliver sustained long-term value to customers.
In this session you will learn the role of the c-suite in managing a CRM project, in adopting CRM, and in using CRM to drive change within their businesses. Executives will leave with a clear understanding of how to drive change – even transformation – by using the power of CRM. Project leaders will leave with a checklist for getting, and keeping, the c-suite engaged in your project.
#CustomerEngagement
Presented by @Geoff Ables
In this session we will dive how to setup dashboards that can actually be used to improve results. You’ll learn about the 5 categories of dashboards, a process for designing dashboards, 3 of the frustrating limits of CRM dashboards and how to work around them. You’ll also learn the top 10 best-practice metrics for sales reps, customer care, marketing, managers and executives – and a visualization of how they should look in CRM dashboards and how to work around them.
In this session we will dive how to setup dashboards that can actually be used to improve results. You’ll learn about the 5 categories of dashboards, a process for designing dashboards, 3 of the frustrating limits of CRM dashboards and how to work around them. You’ll also learn the top 10 best-practice metrics for sales reps, customer care, marketing, managers and executives – and a visualization of how they should look in CRM dashboards and how to work around them.
Companies that excel in demand planning and forecasting are more efficient, realize better returns on invested capital, and provide better service to their customers. Experts also agree that there are numerous intangible benefits to better demand planning like increased accountability in sales and production, and better strategic and organizational alignment. That’s why the demand plan is the first and most important part of any executive sales and operations process.
Businesses across the globe are addressing the COVID-19 crisis in a variety of ways, from enabling employees to work remotely to shuttering storefronts for the foreseeable future. During these unprecedented times, the Microsoft Business Applications team is taking steps to ensure customers’ business continuity, and at the same time ensure you can conduct business effectively. Join Microsoft experts for a presentation and discussion on what Microsoft is doing right now to ease the mandatory policy for continuous updates for Customer Engagement and Finance and Operations users, allowing you to pause updates for a period of time. We will also discuss changes to deadlines for deprecating legacy features, such as the Customer Engagement legacy web client.
Get up to speed quickly with BI and AI concepts, and the solutions offered by Microsoft including PowerBI, Relationship Assistant, AI for Sales and Customer Service and Azure Cognitive Services. Analytics is on track to drive virtually everything about our future work lives. From bots, to the internet of things to artificial intelligence and self-driving cars, our lives will transform more in the next 20 years than any other period in history.
Here are the top 10 benefits for Microsoft customers or partners building Dynamics 365, Power Apps, Power Virtual Agents, Power Automate or Power BI apps.
1. Better business software
2. Faster release cadence
3. Higher return on investment
4. Greater user satisfaction
5. More visibility and confidence
6. Efficient allocation of capital
7. Less risk
8. More control
9. Empowered collaboration
10. More rewarding
TrueCommerce customer, Blue Rhino, describes how the EDI platform accelerates their business with their customers.
To protect revenue and differentiate, companies must balance safe social distancing with a human-centric, empathetic customer care experience. We tackle this challenge by providing your sales teams, call center employees, and field service professionals the power of modern digital channels, predictive analytics, and consolidated insight, so they can work together with a shared view of each customer. And we help them collaborate remotely to solve or prevent customer care issues at speed, from anywhere.
