Search Results: customer (5240)

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.