Microsoft has just released PowerApps Portals in Public Preview! In this session, you will walk away with a better understanding of how you can deliver better customer experiences with the new PowerApps Portals. I will also share a number of tips and tricks that I have learned during my experience in the private preview of the PowerApps portals and working with the previous CRM Portals solution.
Marketing features are an untapped area in Dynamics 365 for Sales. 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.
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 Constraints, and Booking Alerts.
PowerBI gives you the chance to amplify your CRM reporting, with data from both Dynamics and other related departments and systems. But how can you reach this ‘BI nirvana’ as quickly and efficiently – and as cost-effectively – as possible?
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.
Map your Dynamics AX legacy licenses to Dynamics 365 subscriptions. Discover the world of Dynamics 365 User Roles. Navigate Microsoft’s up-to-date licensing model.
Nowadays, low-code/no-code are buzzwords that you often hear coupled with the PowerApps platform. Microsoft truly changed the ICT landscape with the introduction of PowerApps, a focus on democratising solution development, and empowering citizen developers. However, with the public preview release of the PowerApps Component Framework (formerly known as the Custom Control Framework) hardcore developers can now rejoice with an exciting frameworks to play with. The PowerApps Component Framework allows you to build your own PowerApps custom controls and move away from the good old web resources approach. The framework expands on the platform’s capability and fills the gap when it comes to building custom rich controls. Come along to this session to see how we highlight the existing issues with web resources and demonstrate how those resources can be replaced with the latest framework. Live demo will include from building a control and deploying to Dynamics.
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.
