The Zetadocs suite of add-ons for Dynamics 365 Business Central and NAV helps you streamline business processes, freeing you from paper and improving the way your business operates. Finance departments, customer services, sales and operational teams can work more efficiently on screen, saving time and costs, while offering better service levels to customers, suppliers and staff.
D365UG/CRMUG Presenter: @Geoff Ables, MCT – Author, Advisor, Managing Partner, C5 InsightCreate a sales process that your users will adopt, your leaders can manage, and that drives measurable improvement.If you want your sales team to increase deal size, decrease sales cycle length, improve win rates, avoid letting valuable opportunities slip through the cracks, deliver meaningful forecasts, and continuously improve sales results – then you need a sales process. But most organizations struggle to create a process to deliver that vision.In this non-technical session, 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 often 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.You’ll take away a workbook with an initial sales process design, and a set of worksheet templates to guide you from simple to sophisticated.
Reduce costs with email delivery and speed up query resolution by capturing your customers’ purchase orders. Improve file retrieval and customer service by securely storing order confirmations and invoices in the same electronic archive.
deFacto Global is proud to announce it earned the “Highest Overall Satisfaction” Award, outperforming all other Corporate Performance Management vendors in BPM Partners’ “Pulse of Performance Management 2020” Awards. deFacto Global was also the highest ranked vendor serving the mid to enterprise market for “Financial Self-Sufficiency”, “Financial Consolidation Functionality”, “Budgeting and Planning Functionality” and “Ease of Use”.
Instantly deliver and archive electronic invoices, drastically reducing the cost and time of invoicing. File all information related to a transaction electronically to speed up query resolution and improve customer service.
Customize Microsoft Dynamics 365 CRM to your industry processes. As a manufacturer, equipment dealer, professional services or property management firm, your industry has unique requirements. Alithya, offers industry-specific solutions to help you improve customer experience and empower your sales, service and marketing teams so you can achieve your target business outcomes.
Join us to learn about the top 5 scenarios for Sales & Use Tax affecting your business today. We will discuss the challenges and solutions available to Microsoft Dynamics customers through CCH® SureTax®.
Developed with the knowledge gained from over 1,500 CRM deployments, our Sales Solutions give you sales intelligence not available from Microsoft Dynamics 365 out of the box. Give your sales and leadership teams the sales intelligence they need to drive profitable sales and improve customer loyalty and satisfaction. When sales leaders have low visibility into what’s coming into the sales funnel, they struggle to ensure their teams are following up on the right opportunities.
Importing Excel files into D365 F&O
Explore our content library. We have a selection of content, including blog posts, customer stories, eBooks, infographics, solution sheets, videos and webinars, and reports that can help you learn more through a variety of topics. You can easily filter by content type, topic, and industry to find content that allows our knowledge be your power.
This powerful combination of humans and machines can significantly help finance teams to control their DSO and bad debt driving a greater contribution to the improvement of cash flows.
Learn more about IBM’s Banking Solution for Dynamics 365. By providing any-device 360-degree views of customers, chatbots, and Azure Machine Learning, your banking processes can be adapted to our current pandemic state and enhanced to serve more customers more often.
When preparing consolidated financial statements that include a foreign subsidiary, the financial statements of the foreign subsidiary need to be translated to the reporting currency of the parent. Learn how!
Learn how to connect with top shipping carriers using the Blue Horseshoe Supply Chain Cloud. Using data directly from D365, Supply Chain Cloud shops top parcel carriers giving you accurate shipping estimates based on package attributes, destination, and delivery dates. Generate carrier compliant shipping labels, documentation, and tracking information. All shipping data and information ties back directly to D365 to support account assignments, billing, and customer service. Available on Microsoft AppSource.
Find out what is affecting system performance.
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Businesses are looking for ways to deliver more value with fixed and predictable costs. Providing services online and quickly is a priority as many businesses are re-engineering how they offer products and services to their customers. Find out how you can get a portal that is easy to deliver at a fixed cost.
