We’ve now entered the era of customer-centric AR. What does this mean? It means that now more than ever, your customers expect an invoicing and payment experience that works for them. Watch this video to see what this looks like in action.
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Join us for an educational webinar on how you can leverage computer telephony integration (CTI) technology to provide your agents with insight into your customer’s issues before they even answer their call. These insights ensure your agents are equipped with the necessary details and background on your customer’s needs.
With the Sana Commerce Customer Portal, the complete O2C cycle —from purchase to invoicing, and returns— is supported, streamlined, and enhanced by accurate, real-time Microsoft Dynamics ERP data. How? With our Customer Portal solution designed to do just that.
Create your own Customer, Vendor, or Employee Portal using the tools available to you with Microsoft Office 365. We will walk through how to share Dynamics data using the new ODATA web services and then display this data using Office 365 SharePoint
A comprehensive knowledge base is the critical to improved customer satisfaction and increased productivity. A knowledge base empower customer service reps with solutions to the most common issues in order to efficiently assist customers. In this webinar we will review importance of a Knowledge Base.
Presented by: Amit PrajapitiIt is library release by Microsoft for Automating UI Testing of D365 CRM. There are many Sample unit test given by the Microsoft in that library so that, you can Refer them and design you own UI Test for D365 CRM. In this webinar, I will show you how to set up your project and design your own test cases. And then how to run your test from DevOps and examine the result.#Intermediate#CustomerEngagement#Technical
It’s not too late to adapt for GDPR, but this sweeping set of strict privacy regulations cannot be ignored. Besides the impact on your IT department’s data strategy and management, equipping your customer-facing teams with the right understanding and processes for supporting compliance is a must. We’ll cover tips on implementing compliance, include some ‘gotcha’ areas & dive into real-world examples
This session is an opportunity to discover in detail the possibility of sales and marketing strategy management within Microsoft Dynamics 365.
We will cover the following items:
– “Why it is important to keep in touch with your customers and leads”
– Why is the communication important:
– Different channels of communication
– How do email and SMS marketing fit into
Session will cover the creation of Sales Quotes in various methods, converting quotes to Sales Orders, maintaining archive versions and the flow of Sales Order history once order is completed.
Provide excellent service to your customers, manage warranties and manage you service fees. We will cover Service Contracts and Service Contract pricing.
Common Data Service for Apps is built on a solution architecture that is the key component to Application Lifecycle Management (ALM) for both Dynamics 365 and PowerApps. The new PowerApps Tools for Azure DevOps allow you to automate and build a release pipeline for Dynamics 365 and PowerApps. Understand how you can setup your own pipelines to start your team on the path to continuous integration and a healthy ALM and DevOps practice.
Hear from four TrueCommerce customers as they share their experience using TrueCommerce solutions to increase efficiencies, and better position their companies for the future.
Avalara’s suite of cloud-based tax solutions gives you a better way to offload the complexity and improve your tax compliance management directly from Microsoft Dynamics!
Never miss a dollar or revenue or upset a customer with outdated pricing! Learn how easy it is to keep your customer pricing and discounts up to date.
Email campaigns are an exercise in relationship building. When done right, a well-mapped email program can bring in more sales and help you transform your existing client base into a community. But building a successful email strategy isn’t just about sales—by applying analytics to your customer journey, you can gather valuable intelligence about your prospect and customer base that can help you transform how clients experience your brand. In this presentation, we’ll talk about how to build targeted email campaigns for every step of the customer journey, with hands-on tips for deciding who to nurture, when to nurture them, what to say in your messaging, and how to measure email success.
Hear from Thuy Tran, corporate controller at SRS Real Estate partners, as she discusses how integrating AvidXchange AP automation solutions with Dynamics GP transformed their invoice and payment processes while enabling her to work remote as part of a national, multi-location organization.
Insights from decades of Dynamics experience to help you build authentic customer relationships, capitalize on revenue opportunities and maximize operational efficiencies with Dynamics CRM.
With Dynamics 365 Virtual Agent for Customer Service users can easily deploy personalized bot conversations to resolve customer issues quickly and effectively any time of the day, any day of the week. This will help organizations to reduce costs by automating the response to common questions thus freeing up agent time to focus on more important cases. Learn how to create virtual agents, update bots, review analytics, and use power automate integration.
Are there reasons your company should upgrade to GP 2018 R2? Yes, there are several! Join this live webinar to see demonstrations of the big and little features added by Microsoft this release that will please all users! Abra Gilman will demonstrate the features her customers have taken advantage of immediately after upgrading to GP 2018 R2.
Have you ever wondered how to process a Customer Return Request? This 30 minute webinar will walk you through the steps from different areas of Dynamics NAV and show you some of the options during the Return Process.