Please take this opportunity to join this webinar as your all-stars review this year’s Focus conference. We’ll discuss the great topics covered and any take-aways that we had from the event. We would also like to hear about any of the great take-aways that you had.
Please take this opportunity to join this webinar as your all-stars review this year’s Focus conference. We’ll discuss the great topics covered and any take-aways that we had from the event. We would also like to hear about any of the great take-aways that you had.
Email campaigns are an exercise in relationship building. When done right, a well-mapped email program can bring in more sales and help you transform your existing client base into a community. But building a successful email strategy isn’t just about sales—by applying analytics to your customer journey, you can gather valuable intelligence about your prospect and customer base that can help you transform how clients experience your brand. In this presentation, we’ll talk about how to build targeted email campaigns for every step of the customer journey, with hands-on tips for deciding who to nurture, when to nurture them, what to say in your messaging, and how to measure email success.
With more and more of the buying process moving online in a self-serve way, organizations need to understand how to blend sales and marketing while working to improve lead management. Learn best practices in the alignment process and hear from Marie as she shares insights from projects she has worked on with Dynamics customers who need this alignment to occur if they are going to get value out of their marketing automation tools and processes.
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
Take control of your financial report inventory and output. We will review best practices and tips for report setup, maintenance and distribution. Topics will include items such as: report building blocks, exports/imports, report library, versions, security, report groups, dimension value sets and much more!
Join MSX Group for a look at variations on the traditional balance sheet statements such as tabular balance sheets and multi-column balance sheets plus other Management Reporter features like Dimension Value Sets and complex calculations.
In other posts, I talk about the effect of where you create D365FO security (AOT vs user interface) has on…
If you had the ear of a top executive from Microsoft who could make an impact, what would you tell them? As part of the User Group community, you can be a part of a collective voice to Microsoft on product enhancement and feature requests. 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.
A lot!
A Visual overview of Project Operations
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): Processes: Business Rules, Business Process Flow, Workflows and Flow.
Organisations know the importance of employee onboarding and retention, but most don’t have a formal new-hire process! Learn how D365 Human Resources (formerly Talent) can help.
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 Exam MB-210: Microsoft Dynamics 365 Sales.
Discover relationship selling and how to align your sales process with a focus on delivering invaluable insights and develop deeper connections with your customers. Sales 101 provides an overview of D365 Sales and how leveraging it will enable your team to close more deals and increase revenue. Join us for our 45 minute webinar and discover the power D365 Sales and we will demo the following: Lead Scoring, LinkedIn Integration, Outlook Integration, and Lead to Opportunity to Quote Management.
Most teams struggle to get full adoption of activity management. Yet without this foundational building block in place, an entire CRM project can fall apart. the 4 steps to adopt activity management in any organization. Understand the typical pitfalls for tracking activities, and how to avoid them. Connect your team with a peer-to-peer accountability culture.You’ll walk away with a framework for driving adoption, changing behavior, and transforming your CRM solution into a proactive planning solution.
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 session will cover how to set up and execute system-driven maintenance plans and automatic scheduling, as well as perform investment projects that can be ultimately converted to fixed assets.
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 discussion on the MB210 Certification covers: create and manage quotes
Microsoft Power BI provides a robust suite of capabilities of data analysis, visualization, and self-service. You’ve connected to your Dynamics data started creating useful visuals for presenting your data but want to up your analytics game. Introducing DAX (data analysis expressions). Create fast, useful, and insightful formulas and calculations. Not only common expressions you’ll use in every report, but also tips specific to Dynamics data
