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.
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.
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.
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.
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.
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