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.
In this session a panel of industry professionals will discuss how challenges faced from COVID-19 impact the ability to support customer needs and how the Power Platform can meet the demand.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
You’ll see the steps and in-depth detail of the tasks required to use CDS to bring data elements back and forth between D365FO and CE. We will also discuss some of the business outcomes that a customer will want to achieve in doing so. Join this session to learn about the different ways to integrate data and Microsoft’s newest framework Dual-Write. Participants will learn:
1. Microsoft’s Roadmap for Dynamics 365 Integration
2. How to set up and configure Dual-Write
3. Understanding of available tools to integrate Dynamics 365 data
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.
In the expanding eCommerce environment, Returns Management is quickly becoming a significant part of daily processing. In this session we will cover both Customer Return processing and Purchasing Returns. For Customer Returns you will learn how to issue an “”RMA”” and send paperwork to your customers to use as a Packing Slip for your dock. We will also cover inventory quantity types for quality control considerations and refund options. For Purchasing Returns we will focus on the related Inventory considerations. The attendee will come away knowing which of the 4 documents types to use given the scenario and how to prevent or workaround the Inventory “”gotcha’s””. This session is geared for an audience with a basic skill set. This session will be available for CPE credits pending completion of session survey post event.
Learn how SLAs and Entitlements can be implemented to enhance customer relationships. Join us for a deeper dive into creating complex SLAs and defining entitlements. See how custom SLA relationships can be designed for use cases outside of standard customer service (such as opportunity). Gain an understanding on combining the two features can enhance customer service interactions and satisfaction.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
Customer-centricity is now a de facto business imperative and improving the overall customer experience is a top priority. But delivering connected experiences is often challenging given the systems and data are often siloed in ways that mirror organizational structures. Join this session to learn how Dynamics 365 Customer Insights, Microsoft’s customer data platform, can enable your organization to gain a 360-degree view of your customers across channels and drive proactive business processes. Extend the solution using Azure Synapse Analytics to combine customer data with financial, operational, and unstructured IoT data to build custom machine learning models and gain AI-driven insights.
See how the nation’s leading lawncare provider is using Dynamics 365 Marketing to deliver multi-channel communications nationwide from one system. After years of anticipation, multi-channel marketing from the Dynamics 365 platform is finally here. Social, SMS, telemarketing, print, and email, all from the same platform. Leveraging Customer Insight, the Power Platform, and Dynamics 365, this market leader is engaging nearly 100 million households every year. Participants will see the full scope of Dynamics 365 CE functionality. Participants will understand how to align and extend Dynamics to achieve broad multi-channel marketing from a single platform.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
Level up your customer service solution with features of Omnichannel Engagement Hub and how they can take your customer service solution to the next level. We will look at the benefits of the multi-session dashboards, real time engagement such as chat, advanced case routing and sentiment analysis. The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
Every Dynamics 365 implementation is a change management project. The cornerstone of change management is training. Most training in Dynamics 365 Finance and Supply Chain projects are openly acknowledged but poorly executed. Join us to hear about a large home improvement retailer’s training journey and their success.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
On the Cloud Wars Live podcast, Bonnie Tinder talks about the need for patience and a clear game plan when rolling out projects.
The Citrix Cloud Summit features strategic overviews of digital transformation and the vital role of the cloud in the global digital economy.
On the Cloud Wars Live podcast, Bonnie Tinder talks about the need to embrace the challenges that come with digital transformation.
SAP CFO Luka Mucic continues to shoot down claims made by Larry Ellison that a huge SAP ERP customer was on the verge of defecting to Oracle.
On the Cloud Wars Live podcast, Bonnie Tinder talks negotiations with the C-Suite (and especially the CFO) on digital transformation and more.
“For Microsoft, COVID-19 was personal on many levels.” – Microsoft Chief Medical Officer Dr. David Rhew, who’s helping to drive innovation amid crisis
On the Cloud Wars Live podcast, Bonnie Tinder explains why she’s a fan of rapid deployment — but only when it’s done under the right circumstances.
Stream the first episode of “Tinder on Customers,” a new Cloud Wars Live podcast series with Raven Insights founder and customer expert Bonnie Tinder.
