Microsoft recently introduced rapid process automation (RPA) functionality in Power Automate in the form of UI Flows. In this session you’ll learn exactly what this is, how to build your first 2 UI Flows, and the vision for how this new functionality can be adopted by your users for true self-service automation and integration.
FAQ’s are meant to provide easy answers to User questions, but not always will the user like to read the entire FAQ page, in such situations we can provide the users with a BOT to answer their queries. In this webinar we will explore on how to create bots in PVA, how to use your existing FAQ’s Page to create a bot and embed your bot in CRM, Website etc.
Attend this session to learn the marketing features that are available to you in your current version of Dynamics, the strengths and limitations of these capabilities, and additional offerings from Microsoft and third-parties that you may want to consider in order to fully integrate your marketing and sales efforts using Dynamics 365.
Join MSX Group for a look at advanced reporting techniques and features within Microsoft Forecaster.
Slides to take back to your business owners to show value. Screenshots and links provided of highlights of the new Credit management feature.
Financial reporting, budgeting and forecasting will be top priorities for all of us to monitor, react and plan for the months ahead. Using the reporting and budgeting tools included with most Microsoft Dynamics license packages, Microsoft Management Reporter and Microsoft Forecaster will be excellent tools to analyze financial results and reforecast. We will walk through several examples of reports and forecasting methods you can easily implement at your company.
Your investment in Dynamics 365 and related digital marketing add-ons is an important part of marketing process automation.In this session you will learn about the 7 critical tasks that Marketers are automating, how Dynamics 365 and selected digital marketing add-ons can be used to automate those tasks, and a roadmap framework for prioritizing each of those areas in your business.
In this non-technical webinar, 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 usually 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.
In this session, Joel Lindstrom will cover the process of migrating your Dynamics 365 environment online and what happens after the migration. Once you are in the cloud, what is different, and what new options do you have? This session will also cover how you can leverage Power Platform to make your migration easier.
The Dynamics Journey to Success (DJS) is a Success Planning methodology led by the Microsoft Dynamics Customer Success Manager (CSM) that helps D365 customers realize continuous business outcomes and achieve business goals from their Dynamics investment. This session provides deep insight into Microsoft’s 10 step Success Planning methodology that enables Dynamics 365 customers to establish success criteria, uncover adoption blockers, and devise a strategy to boost user adoption and drive business success.
Utilizing the new Credit management tools to set automatic credit limits as well as set blocking rules for past due or overextended customers.
Learn how to improve adoption, analytics and AI through better activity management.
Most teams struggle to get full adoption of activity management. Users often complain that planning and tracking activities in CRM can slow them down. Yet without this foundational building block in place, an entire CRM project can fall apart. Perhaps more importantly is that activity tracking is the raw material that fuels better analytics and AI.
In this session you will learn how to configure activity management.
Are you unsure how to approach your marketing during a crisis? Are you looking for direction on what you should do? To help you make those careful decisions during these tough times, we have compiled twelve tips to help you market in these uncertain times.
New to Dynamics? If your company is utilizing Management Reporter or Forecaster, this is the session for you! Join the experts from MSX Group for an hour-long tutorial highlighting the basics of Microsoft Reporting and Budgeting tools. Management Reporter will be highlighted as will Forecaster for budgeting.
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 thereafter.
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 thereafter.
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 thereafter.
Carte Blanche Greeting cards went live last year with extremely limited system modifications. Come to hear the company’s story of how the implementation was designed to limit risk and simplify early adoption.
MVP to MVP!
Rick speaks with fellow Dynamics 365 MVP Steve Mordue. The two experts discuss everything from their personal business approaches to the future of Microsoft.
In this PartnerTalk, you’ll learn:
• How to build a better CRM for SMBs
• Where Microsoft needs to improve
• Where their industry is headed
2020 has shaken the D365 ecosystem.
MSDW co-founders Adam Berezin and Jason Gumpert, who head the world’s leading D365 digital trade magazine, have kept their fingers to the industry’s pulse.
So, what’s the prognosis?
