Join fellow users in your quest for certification with Microsoft Dynamics 365! Study Group sessions are round table discussions across a variety of topics and themes applicable to the Microsoft Certification listed. Please review the following topics for this week’s discussion on the MB200 Certification (Microsoft Power Platform + Dynamics 365 Core): Implement Security.
D365UG/CRMUG Presenter: @Geoff Ables, MCT – Author, Advisor, Managing Partner, C5 InsightCreate a sales process that your users will adopt, your leaders can manage, and that drives measurable improvement.If you want your sales team to increase deal size, decrease sales cycle length, improve win rates, avoid letting valuable opportunities slip through the cracks, deliver meaningful forecasts, and continuously improve sales results – then you need a sales process. But most organizations struggle to create a process to deliver that vision.In this non-technical session, you’ll learn how best-in-class sales teams design sales processes to align with customer buying processes. You’ll understand the different types of sales processes, why the out-of-the-box processes often aren’t a good fit, steps for engaging the team in developing a process, how to evolve your process over time, and the golden rules for developing simple but effective sales processes.You’ll take away a workbook with an initial sales process design, and a set of worksheet templates to guide you from simple to sophisticated.
Join MSX Group for a look at advanced reporting techniques and features within Microsoft Forecaster.
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 and CRM. These panels will consist of Dynamics 365 CRM end-using members and subject matter experts across the Dynamics 365 and CRM Community who will share a tip or best practice and field your questions.
Helping Dynamics users get the most out of the reporting and budgeting tools available. Topics may include tips for using MR, FRx, D365 Financial Reports or Forecaster. Mostly, it is a chance to get your questions answered. You don’t want to miss this session with MSX Group, our reporting and budgeting experts. Please note: Management Reporter Version Compatibility Dynamics GP: GP 2010; GP 2013; GP 2015; GP 2016; GP 2018Dynamics AX: AX 2009; AX 2012 Dynamics
Build a new XrmToolBox plugin from scratch: Implementing the base plugin interfaces, designing your user control, testing, and sharing with the world through NuGet.
Join fellow users in your quest for certification with Microsoft Dynamics 365! Study Group sessions are round table discussions across a variety of topics and themes applicable to the Microsoft Certification listed. This week’s session will kick off a review of all the material.
This session is an opportunity to discover in detail the possibility of sales and marketing strategy management within Microsoft Dynamics 365.
We will cover the following items:
– “Why it is important to keep in touch with your customers and leads”
– Why is the communication important:
– Different channels of communication
– How do email and SMS marketing fit into
The Dynamics 365 Field Service schedule board provides an overview of resource availability and bookings you can make. In this webinar we provide a high level overview of the following: Quick Scheduling, Multi-Resource Scheduling, Multi-day scheduling, Resource Crew Scheduling, Resource Pools, Facility Scheduling, Time Constraint’s, Booking Alerts
Importing Excel files into D365 F&O
Common Data Service for Apps is built on a solution architecture that is the key component to Application Lifecycle Management (ALM) for both Dynamics 365 and PowerApps. The new PowerApps Tools for Azure DevOps allow you to automate and build a release pipeline for Dynamics 365 and PowerApps. Understand how you can setup your own pipelines to start your team on the path to continuous integration and a healthy ALM and DevOps practice.
Learn about Corey’s experience running the data upgrade process in D365.
Hear about more lessons learned as Corey takes us from planning to reality.
Join fellow users in your quest for certification with Microsoft Dynamics 365! Study Group sessions are round table discussions across a variety of topics and themes applicable to the Microsoft Certification listed. Please Review the Study Group Topics Below for this week’s discussion on the MB210 Certification: Configure sales settings.
Don’t miss this session to garner a deeper understanding for common Microsoft Dynamics SL closing issues, understand how to better utilize period sensitive reporting, and improve your closing process.
Learn how to use the field called “Price Unit” that indicates how many units the unit price relates to.
Learn how to set up field level security in D365FO.
When preparing consolidated financial statements that include a foreign subsidiary, the financial statements of the foreign subsidiary need to be translated to the reporting currency of the parent. Learn how!
The D365UG FO CIO Council is a vital channel for both Microsoft and the entire community, to seek guidance on strategic, tactic and operational topics. This Town Hall is the perfect place to both learn from the CIO Council about their top concerns and share your own, to provide directly to Microsoft.
Learn about defining the right implementation model for ERP implementation or upgrade.
