Search Results: customer (5342)

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.

Microsoft’s current update strategy is an attempt to get all customers on the latest version of Dynamics 365 Finance & Operations. Learn exactly what this means as a D365FO customer and how Microsoft’s free automated testing tool, RSAT, can help with an increased need for regression testing.

Personalice el servicio con una vista integral de los clientes.
Proporcione valor en cada punto de contacto.
Interactúe con los clientes en su canal preferido.
Cree una experiencia de servicio única y coherente.
Ofrezca rápidamente los artículos de conocimientos más apropiados.

Encova strives to always improve customer and agent experience by automating various customer retention efforts. Some agents were skeptical about robotic process automation (RPA) but soon realized that a lot of time was saved by not needing to perform tedious tasks.

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