Search Results: engagement (652)

Presented by: @Kristine Dyess
 
As Power Pivot and Power BI consultants at PowerPivotPro, we see a lot of data models. We will review data model best practices and reasons why one approach may be better to adopt versus another approach. We will explore data models built in a traditional database environment like SQL and data models built using Get Data/Power Query. Join me for tips and tricks that will enable you to review your existing data models and ensure you’ve got good data models!#UnifiedOperations#CustomerEngagement#Intermediate

Built from the ground up to redefine user group engagement and decrease the amount of time it takes to make a business technology decision, this video gives an overview of what to expect as you join this community revolution!

Success & the Admin! By Holly T. Kutil 01/19/19Many titles are given to the role of ERP Administrator, such as the IT…

In April 2018, Microsoft launched its first application to leverage the Dynamics 365 CDS architecture and Unified Interface, Dynamics 365 for Marketing.  With a vision toward seamless customer engagement from anonymous web visitor through post-purchase advocate, see how this newest application is holding up.  We explore the unique capabilities and advantages of this application, and also share some of the challenges it faces. 

It’s important to attract and keep the right candidates to power your business to success. As an employer, you should be asking “what’s my biggest issue, and who can help me address that issue?” I recommend having a conversation with your employees and colleagues to identify which components of the Employee Experience might help you stay competitive, and where you might be lacking.

Gain a true 360-degree view of your client and deliver on its digital transformation objectives. In an era of fast-changing expectations, we can how you grow profitability. By focusing on outcomes that make the biggest difference to your business, our framework ensures you quickly see ROI from your investment while improving client engagement, helping you make better decisions for growth, allowing you to deliver more profitable projects, and improving operations efficiency.

D365 CE Team Member License Enforcement, how will this impact your users?

And Answers!

​In this session, you will walk through a process for rating CRM projects, rate your organization across 5 categories, and identify the most important areas to focus on improving. At the end of the session, you will have a benchmarking guide that you can use to continually monitor and improve the people, processes and technologies associated with customer engagement in your organization.

This session will provide you with a practical rating guide and walk-thru, including how to:
• Discover gaps in your CRM

Presented by: @DeNisha Malone
 
Got lots of data, but not sure of what to do with it? This session will walk you through the best steps to get the most insightful story from your dataset. Demo will be using free data from a variety of data sources; we will transform the data into a story that will either raise additional questions or solve an existing issue. Bonus – get best practices on report development and query editing.#CustomerEngagement#UnifiedOperations#BIandReporting#CustomerInsights#CustomerService#ProjectManagement#Beginner

This virtual panel discussion features 30 minutes of informative and interactive discussion on best practices for getting Sales users ready to use Dynamics 365 Customer Engagement and CRM. The panel consists of Dynamics 365 CRM end-user members and subject matter experts across the Dynamics 365 and CRM Community who share tips and field your questions.​

“The reason for employee engagement is the passionate pursuit of a better customer experience.” The innovation engine behind next generation customer experiences is engaged employees. Being people-centric isn’t a new concept, but digital workplace tools that can make it a reality have advanced significantly in recent years. In this session, best-selling author Geoff Ables shares what a people-centric organization looks like, with case studies highlighting how big data, analytics, employee engagement, processes, change management, user adoption, and culture have to align, and proven organizational disciplines that result in better customer and employee engagement. You’ll leave inspired, informed and full of ideas that will drive change – even transformation – in your organization. “If profit is the pulse of a company, then people are the heart.”

This virtual panel discussion series will feature brief, informative yet interactive discussions in a 30 minute or less format to help you take in and learn some key features and best practices while using Dynamics 365 Customer Engagement. These panels will consist of Dynamics 365 Customer Engagement end-using members and subject matter experts across the Dynamics 365 Customer Engagement Community who will share a tip or best practice and field your questions thereafter.

Presented by: @Geoff Ables

​CRM can deliver faster sales cycles, higher win rates, more loyal customers and accelerated marketing. But more than 60% of the time, CRM fails to deliver on those promises.

If you’re struggling with CRM adoption, then this is the session that you can’t afford to miss.

Learn why some CRM projects fail – and how to successfully recover. Better yet, understand how to set yourself up for success from the start!

#Intermediate
#CustomerEngagement
#Functional
#Sales

Presented by: @Geoff Ables

It’s a fact – 47% of CRM projects fail 2 or more times before organizations get it right. One of the most critical reasons: not understanding the unique planning process. This session will dive into what should be included in your CRM roadmap, how to build it, getting the team engaged, building your business case, measuring the ROI, benchmarking user satisfaction, and constantly improving.
#Leadership
#CustomerEngagement

It’s a fact – 47% of CRM projects fail 2 or more times before organizations get it right. One of the most critical reasons: not understanding the unique planning process. This session will dive into what should be included in your CRM roadmap, how to build it, getting the team engaged, building your business case, measuring the ROI, benchmarking user satisfaction, and constantly improving.
#Leadership
#CustomerEngagement

In this webinar we will cover a variety of key considerations and tactics you can implement including breaking down barriers, leveraging data and delivering omni-channel customer experiences, how to integrate your systems to break down silos, an introduction to Trillium and how Trillium’s clients have improved their member engagement through marketing automation, a user case, and Q&A.

Driving customer digital mandate through platform services and ready platforms, Sonata’s Platformation™ methodology brings together industry expertise, platform technology excellence, design thinking-led innovation and strategic engagement models to deliver sustained long-term value to customers.

In this session you will learn the role of the c-suite in managing a CRM project, in adopting CRM, and in using CRM to drive change within their businesses. Executives will leave with a clear understanding of how to drive change – even transformation – by using the power of CRM. Project leaders will leave with a checklist for getting, and keeping, the c-suite engaged in your project.

​#CustomerEngagement

Businesses across the globe are addressing the COVID-19 crisis in a variety of ways, from enabling employees to work remotely to shuttering storefronts for the foreseeable future. During these unprecedented times, the Microsoft Business Applications team is taking steps to ensure customers’ business continuity, and at the same time ensure you can conduct business effectively. Join Microsoft experts for a presentation and discussion on what Microsoft is doing right now to ease the mandatory policy for continuous updates for Customer Engagement and Finance and Operations users, allowing you to pause updates for a period of time. We will also discuss changes to deadlines for deprecating legacy features, such as the Customer Engagement legacy web client.