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.
CRM systems transform sales through organization; marketing automation completes the picture by generating leads and managing lead engagement. Learn how the systems complement each other, and why you need both. On this webinar, you’ll learn how to manage and scale campaigns and programs using automation, use scoring data to deliver sales-ready leads to the sales team, and send marketing-created, personalized, trackable emails and messages.
Manufacturers can have a clear view of business operations and equipment performance by analyzing data. Data analysis allows these organizations to operate more efficiently, as AI software can use this information to improve decision making.
Microsoft will face intensified pressure to hold the #1 spot in 2021 from Google, Amazon, and a few of the world’s other top cloud vendors.
Thomas Kurian raised the specter that proprietary clouds won’t meet the “survivability requirements” of today’s hybrid and multicloud world.
On the Cloud Wars Live podcast, Pat Fitzgerland and I discuss how companies are defaulting too quickly to technology.
DocumentsCorePack is the Go-To solution for document generation & automation on the Power Platform.
Based on Microsoft Word-templates, DocumentsCorePack provides you with a set of tools to create and process documents in Dynamics 365 for Customer Engagement, PowerApps and PowerAutomate
Whether you need to send sales or service documents, reports, or contracts for signing, our solution will help you streamline and simplify your documents.
In this showcase we will do a live demonstration showing:
•Template design in Microsoft Word
•One-Click document generation in Dynamics 365
•Automated document generation, approvals, and processing via PowerAutomate (Flow)
When people and process work together, a sales team’s velocity can take off! But it can be tricky to get people-centric teams to describe what they do in a process-centric manner. And it can be challenging to select the right process automation tool in Dynamics 365 and configure it to align with the needs of your team.
In this non-technical session you’ll learn methods for engaging your sales teams in process design, and the basics of configuring processes in Dynamics.
Our agenda for the day will cover:
•Understanding the Customer Journey – how to align your sales process with the customer buying process
•Sales Intelligence – tools and techniques to build lists and research your audience before first contact is made
•Lead Generation – generating more, and better, leads for your sales team to work and using AI to prioritize them for follow-up
•Qualification – processes and solutions for going from unqualified, to marketing qualified leads (MQLs) to sales qualified leads (SQL) – and some simple definitions for these terms
•Account Based Marketing (ABM) and Sales – targeting large accounts for broadening and deepening your relationship
•Sales Pipeline and Process Design – design a process flow that your team can actually use without creating more friction in the selling cycle
•Quoting and Configure-Price-Quote – delivering higher quality quotes to your customers no matter how simple or complex your product is; and secrets for differentiating tactical sales from strategic sales
•Approvals and E-Signatures – expediting internal and external approvals to keep your team focused on selling
•Activity Planning, Tracking and Sales Cadencing – understanding the importance of activity management, and how playbooks, sales cadencing tools and AI can all play a role in improving activity adoption
•Sales Meetings and Team Engagement – using Dynamics 365 to run your sales meetings, and techniques for getting the whole team engaged in continuous improvement
One of the most critical features of Dynamics 365 and the Power Platform is its intuitive, yet powerful, security model. In this presentation, we will dive into the “basics” of setting up security for your organization and then spend some time discussing best practices and some maintenance considerations. The content of this session is geared toward an audience with basic to intermediate-level knowledge of Dynamics 365 Customer Engagement
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
In today’s business climate, where the focus increasingly is on remote work and digital solutions, user adoption has never been more important. ClickLearn ensures the success of any Microsoft D365 CE implementation or upgrade project by enabling authors to deliver more and better content for training and documentation. In this session, where we unveil a whole new user experience, you will see how you can record your processes and with a single click, produce a complete e-learning portal in 45 languages with step-by-step instructions, virtual assistance, e-learning, and process videos. You can use the virtual assistant to guide your users from within your live solution.
You will also see how the Replay function lets you automatically update any existing content (including screenshots) to reflect updates to Dynamics 365 for Customer Engagement – including any third-party applications. This feature is particularly relevant for large, global organizations because you can also use it to automatically create language versions of your content with a single click.
If you haven’t been paying attention to PowerApps and the Power Platform lately you are missing a massive shift in the world of Dynamics 365 Customer Engagement.
As far as I’m concerned, Dynamics 365 Customer Engagement consulting, implementations, architecture, and approach – the entire CRM game – has changed forever; and we can’t wait to tell you what’s happening.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
As a System Administrator, you have an out-of-the-box toolkit available to help increase user adoption (and overall happiness) of your end users. In this session, we will review goals to enhance user adoption, understand what is in your configuration toolkit (like field level mapping, business rules, UI controls and much more!) and teach you how to implement them. This session will be a combination of slide deck and live demos. Questions and engagement throughout the session is very much encouraged!
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
This session will help you understand the difference and advantages of the Dynamics 365 Customer Engagement Insights offerings: Sales Insights, Customer Insights, and Customer Service Insights.
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
Automating legacy or manual processes and ensuring efficiency from order-to-cash is essential for business growth and scalability. Join Bob Stark and Jon Cooper from Versapay as they preview ChargeLogic, Versapay’s payments, invoice, and AR automation solution to accelerate receivables, reduce costs, and simplify your customer engagements.
Calling all Dynamics 365 specialists, Power App makers and citizen developers!
This practical, hands-on Power Apps Portal In a Day class will equip you to extend Common Data Service (CDS) based Power Apps (including Dynamics 365 apps) to external stakeholders and guide you to build a working portal application.
Agenda
1. Class Introduction Overview
•Meet the Power Platform
•Provision a Power Apps Portal
2. Power Apps Portals Overview
•Power Apps Portals Architecture
•Power Apps Portals Components
•Hands-on Lab 1 – Add Portal web pages and content
3. Power Apps Portals and the Common Data Service
•Power Apps Portals Common Data Service (Including Dynamics 365)
•Hands-on Lab 2 – Build a Power Apps Portal (Entity Lists and Entity Forms)
4. Power Apps Portals Authentication and Security
•Power Apps Portals Authentication and Security
•Hands-on Lab 3 – Configure Portal Authentication and Security
5. Power Apps Portals Advanced Customization using Liquid
•Advanced Customization Using Liquid
•Hands-on Lab 4 – Build a custom web template using Liquid
6. Advanced Power Apps Portals Topics
•Other Power Apps Portals Features
•Hands-on Lab 5 – Portal Branding and Styling
Prerequisites: You should be familiar with building model-driven Power Apps (Working with Entities, Forms, Views, Fields, Workflows, etc) or have experience with configuring Dynamics 365 for Customer Engagement.
Preparation: You do not need to be a developer or web designer but some basic familiarity with HTML, CSS and JavaScript would be beneficial. You will need to bring a internet capable Windows-based laptop for the labs.
Level: Intermediate to advanced
