If you weren’t able to go to GPUG Summit 2019; if you didn’t get to attend 120+ GP sessions; or if you haven’t memorized ALL of the GP session content, then THIS presentation is for you! Abra Gilman surveyed many GP Customers to find out their favorite tips, sessions, products and presenters from this year’s GP User Group Conference and she is going to blaze thru sharing the details these GP customers wanted YOU to know about!
Are you looking to improve customer satisfaction, streamline operations, and improve efficiencies at your company? SharePoint web portals do just that while providing 24/7 self-service access to critical data. In this session, we’ll show you how to create an Office 365 SharePoint portal that can improve access to customer, vendor or employee information and integrate directly with your Dynamics GP system.
The Dynamics Journey to Success (DJS) is a Success Planning methodology led by the Microsoft Dynamics Customer Success Manager (CSM) that helps D365 customers realize continuous business outcomes and achieve business goals from their Dynamics investment. This session provides deep insight into Microsoft’s 10 step Success Planning methodology that enables Dynamics 365 customers to establish success criteria, uncover adoption blockers, and devise a strategy to boost user adoption and drive business success.
The IT finance team at one of America’s favorite fast-casual restaurant trusts AvidXchange to automate their entire purchase-to-pay process. Read more about how we helped Panera Bread say goodbye to paper-based AP and implement an electronic purchase-to-pay system that increased flexibility, accountability and savings.
Prioritizing customers’ experience across the order-to-cash lifecycle doesn’t just make customers happy—it helps you improve cashflow. Learn about IOFM’s findings from their latest report.
My boss is hounding me to generate the Invoices and send out the monthly statements. How does Dynamics NAV create these documents? I have received payments from my customer and need to know how to apply these payments to outstanding receivables. This 30 minute webinar will walk you through the Invoice, Statement and Payment (Deposit) process within Dynamics NAV.
This session is designed as an overview of Dynamics NAV’s Order Promising granules including the Available-to-Promise and Capable-To-Promise functions. We will discuss the areas of setup and explore several scenarios.
In this 30 minute webinar, you will get a chance to see what a Blanket Sales Order means in BC/NAV and the steps in creating and using the document. If you are a regular user of Dynamics BC/NAV and are in the business of processing sales orders at various points throughout the month, there may be occasions where you may need to manually use Blanket Orders in Dynamics BC/NAV for specific customers. Join us for this 30 minute webinar to see what Blanket Sales Orders can do for you and your company.
Carte Blanche Greeting cards went live last year with extremely limited system modifications. Come to hear the company’s story of how the implementation was designed to limit risk and simplify early adoption.
In this webinar, we are going to see how you can store documents in SharePoint Online and how we can secure those documents through its security features. To use the document management functionality, you need to enable the server-based SharePoint integration on a site collection in SharePoint Online. Note that installing the Dynamics 365 list component was previously used for earlier versions of SharePoint on-premises and is not required for SharePoint Online and later versions of SharePoint on-premises.
Dynamics 365 Version 9 includes a number of new interesting features and enhancements in the area of CRM. Wondering about upcoming and recently released capabilities in Dynamics 365 Customer Engagement? I have captured all the details, end to end, top to bottom, which you can recommend for planning for users and customers and will present it to you in this webinar.
Boost Your Customer Experience Through Embedded AI. If you are interested in increasing customer satisfaction, consider attending Jeff Kanel’s session at User Group Summit. Jeff is the Director of Data & Analytics at To get a taste of what Jeff’s session will cover in Orlando, watch his quick video previewing the limitations of current customer-facing business processes and how AI could be the solution, with a combination of Microsoft Azure’s Machine Learning and Dynamics technologies. Enjoy!
In this webinar we will cover a variety of key considerations and tactics you can implement including breaking down barriers, leveraging data and delivering omni-channel customer experiences, how to integrate your systems to break down silos, an introduction to Trillium and how Trillium’s clients have improved their member engagement through marketing automation, a user case, and Q&A.
If you weren’t able to go to GPUG Summit 2019; if you didn’t get to attend 120+ GP sessions; or if you haven’t memorized ALL of the GP session content, then THIS presentation is for you! Abra Gilman surveyed many GP Customers to find out their favorite tips, sessions, products and presenters from this year’s GP User Group Conference and she is going to blaze thru sharing the details these GP customers wanted YOU to know about!
Sign up and buckle up – as we will squeeze lots of content into this hour!
In the session you’ll learn how to use BC’s Merge Tool with to remove duplicate Contacts and Customers. Keep your data clean!
This session walks you through what customer care features are available with Dynamics 365 for Sales, and additional features available in Field Service, Project Service, Universal Scheduling and other third party modules. Attend this session to learn what features are already available to you, and what additional licenses might be required for additional features.
In this session, you’ll be shown an overview of BC’s contact management and interaction logging capabilities within the BC Sales area.
Customer Service provides all the features and functionality that organizations need to manage the services they provide to their customers. In this webinar we are going to through Customer Service from beginning to end with a high level overview of tracking, recording, sharing, and creating items.
Learn about customer service insights and Power Virtual Agent (Bot) capabilities to improve your customer service and experience. This introductory session will also highlight a Power Virtual Agent (Bot) demonstration.
Eliminate manual processes by automating invoicing, collections, and cash application. With AR automation powered by Versapay ARC, you drive efficiency, reduce payment cycle times, and free up your team’s time to increase customer service and reduce costs.
