Claiming yet again without a shred of proof that Oracle is oh-so-tantalizingly close to snatching some large SAP ERP customers, Oracle founder Larry Ellison appears to be auditioning for the lead role in a modern-day version of Aesop’s The Boy Who Cried Wolf.
Without a shred of proof, Larry Ellison claims yet again that Oracle is close to snatching some large SAP ERP customers.
Early adoption of the standard is permitted for IFRS preparers and early preparation will be key to successful implementation of the new standard. Binary Stream will share best practices.
On the Cloud Wars Live podcast, Bonnie Tinder describes the resources and team members needed to build a project dream team.
Malibu Boats began looking for a better solution in early 2013. After a thorough evaluation of leading CPQ solutions, they chose Experlogix CPQ. Right from the start, Experlogix resolved a critical issue that was the cause of considerable problems: it integrated seamlessly with Microsoft Dynamics CRM, and through CRM, with Microsoft Dynamics GP.
Oracle has pointedly and publicly called out AWS by claiming Oracle’s new Exadata Cloud Service X8M crushes competing services from AWS.
Quote if fast, sell it right. Experlogix provides an extremely flexible, powerful and scalable CPQ solution that is easy to learn and use, empowering business users to maintain sophisticated configuration and pricing logic with ease. Our deep integration to Dynamics 365 is certified by Microsoft and is ready immediately upon installation, hosted on Microsoft Azure or on-premise.
Do you have critical customer data in multiple databases? Are you looking to consolidate true customer profiles and use machine learning capabilities to drive predictive sales, marketing, or service? This ‘CI in 60’ session will give you the ins and outs of using Customer Insights across multiple data sources, as well as provide a glimpse into the power Customer Insights provides organizations of any size.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
Attend this session to learn how one customer built a highly customized version of Dynamics CRM and Business Central and integrated them to create an end-to-end process automation solution. And multiple ISV’s to boot!
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
When presenting documents to your customers and vendor, you want to appear as professional as possible. In this session, we’ll review how to create custom document layouts for such documents as invoices, sales confirmations, purchase orders, etc. We’ll also review how to create custom formats for specific customers or vendors and control the email addresses that these documents are sent to.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Luck Stone needed to save customer invoices that are automatically generated during the posting process in D365FO to their Customer Portal. They needed a solution without heavy customization, resistant to Microsoft monthly updates, but also seamlessly integrated with Print Management. Additionally, they wanted to utilize Azure Event Grid which supports Azure blob storage events. The problem was, how to automate saving invoices from D365FO to an external Azure blob storage and trigger Azure Event Grid. Luckily, they found a simple solution! By attending this session you will learn all about it and be able to apply it in your D365FO implementation.
The content of this session is geared toward an audience with beginner to intermediate-level knowledge of the subject area.
This session will be available for CPE credits pending completion of session survey post event.
A comprehensive knowledge base is the critical to improved customer satisfaction and increased productivity. A knowledge base empowers customer service reps with solutions to the most common issues in order to efficiently assist customers. In this presentation we will review importance of a Knowledge Base.
o Create Knowledge Article
o Full Text Search
o Relevance Search
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
In this session we will interview successful end -users on best practices user adoption. This session will particularly address the planning, alignment, and adoption strategies for SMB organization.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
Customer expectations have historically evolved faster than business applications. This has usually resulted in a gap between a business’ CRM-related tools and processes, and the demand by their customers for a personalized, timely and meaningful experience. Today, however, the technology has finally caught up. Learn how recent innovations can empower your organization to move beyond internally-focused sales and marketing processes to deliver individually tailored customer-centric experiences.
Come learn how the James M. Pleasant Company (JMP) improved its CE quoting process with an integration to sales orders in Finance and Operations. JMP leaders will show their solution using Power Automate (Flow) to send quotes from CE to Sales Orders in D365FO. The solution allowed the company to standardize its packaging options – live data pulling from one source! If time permits, we will showcase a few other ways JMP is using the Power Platform.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
This session will be available for CPE credits pending completion of session survey post event.
Now, more than ever, you need efficient processes to get packages delivered to your customers’ docks and doorsteps. In this session, you’ll learn about how the Blue Horseshoe Supply Chain Cloud works with D365 to help you:
•Use D365 data to connect directly with top parcel carriers like USPS, UPS, and FedEx to get accurate shipping estimates, generate carrier compliant labels, and more.
•Manage asset movement and freight handling across your logistic network including equipment, drivers, dispatch, and settlement.
•Optimize routes, save fuel, and increase driver efficiency.
You’ll also learn how D365 and Supply Chain Cloud helps you build a digital supply chain while giving you a control tower view of your warehouse and logistics operations.
Join Sarah in this session where she will go through the top 10 things you probably won’t know related to Microsoft Technologies in Customer Service. This session will cover features WAY beyond just the base Customer Service app, and sure you’ll probably know a few, but will you know them all?! Tune in to find out and get up to date with Customer Service functionality.
Attend this session to learn how to provide better customer service with Dynamics GP. 1) Let sales drive purchasing 2) Communicate order status to customers 3) Allocate orders 4) Use SmartList to drive user actions and reminders
This session is geared for an audience with an intermediate skill set.
This session will be available for CPE credits pending completion of session survey post event.
Ever need to look in multiple places to understand a customer’s profile? Ever find that prioritizing leads and nurturing prospects are challenging? Is your customer information lacking?
Customer Insights uses AI and Machine Learning to provide a 360° customer view. With Customer Insights, Dynamics 365 delivers the ability to connect to multiple data sources, model profiles of customers, their interactions and insightful KPI’s.
In this demo heavy session, we’ll demonstrate building a customer profile and show how you can use the results for increasing sales, marketing and service effectiveness. Then display it inside of PowerApps, Mobile, and BI tools.
Collecting payments is a necessary part of doing business. Unfortunately for many companies, it remains a manual and error-prone process that actually accrues more expenses and security threats. In this session, you will learn how to speed up the accounts receivable process, cut down on unnecessary costs associated with payment acceptance, and learn how to secure customer payment information within Microsoft Dynamics.
