R&B Fridays are all about 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.
D365UG/CRMUG Presenter: @Joel Lindstrom, MVP – Principal Architect, Hitachi Solutions
In this session you will learn how a simple PowerApp can help your data administrator keep your Dynamics 365 customer data clean. Session will show how the app is built and best practices for contact data management.
Learning Objectives:
Identify common data quality issues with Dynamics 365 and Common Data Service
Leverage PowerApps and connectors to identify data issues.
Fix data quality issues with PowerApps and Flow.
Recordings and PowerPoints from the Public Sector SIG Spring Meetings (April 2020).
A how-to for migrating bank balances.
Learn about tools that can assist in data management in an ERP implementation project.
An overview of how to filter and sort on the Dynamics 365 Finance menus.
Microsoft Dynamics 365 and Microsoft Power Platform 2020 release wave 2 plans are out, check out the full listWhat’s coming…
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.
