Rick chats with Michael Dohr, MSCRM-addons.com’s COO.
MSCRM-addons.com helped to pioneer D365 addon solutions – they built their first addon in 2005!
In this PartnerTalks, you’ll learn:
• The D365 Community Summit
• How MSCRM-addons.com streamlines users’ typical D365 tasks
• The benefits of working together with the D365 User Group Community to refine the software
Murray Fife delves into interesting features and take-aways for users of D365 for Finance, Supply Chain, and more!
Presented by: @Geoff Ables
CRM can deliver faster sales cycles, higher win rates, more loyal customers and accelerated marketing. But more than 60% of the time, CRM fails to deliver on those promises.
If you’re struggling with CRM adoption, then this is the session that you can’t afford to miss.
Learn why some CRM projects fail – and how to successfully recover. Better yet, understand how to set yourself up for success from the start!
#Intermediate
#CustomerEngagement
#Functional
#Sales
The majority of CRM systems have duplicate data to some degree, that is no mystery! We cover the cause and effect of this data- including GDPR compliance issues. We cover how to design out duplicate data and reduce the risks of adding duplicate data! Learn processes you can put in place to reduce it and how to address it if you have it. Duplicate data management starts with policies and processes, with a little help from technology you can deal with it & improve user adoption and customer satisfaction.
Presented by: @Geoff Ables
It’s a fact – 47% of CRM projects fail 2 or more times before organizations get it right. One of the most critical reasons: not understanding the unique planning process. This session will dive into what should be included in your CRM roadmap, how to build it, getting the team engaged, building your business case, measuring the ROI, benchmarking user satisfaction, and constantly improving.
#Leadership
#CustomerEngagement
In this webinar, we are going to see how you can store documents in SharePoint Online and how we can secure those documents through its security features. To use the document management functionality, you need to enable the server-based SharePoint integration on a site collection in SharePoint Online. Note that installing the Dynamics 365 list component was previously used for earlier versions of SharePoint on-premises and is not required for SharePoint Online and later versions of SharePoint on-premises.
Dynamics 365 Version 9 includes a number of new interesting features and enhancements in the area of CRM. Wondering about upcoming and recently released capabilities in Dynamics 365 Customer Engagement? I have captured all the details, end to end, top to bottom, which you can recommend for planning for users and customers and will present it to you in this webinar.
Pooh got his head out of the hunny pot (part 1) so now Tigger will teach us about automation. In the hundred acre wood and in your organization there are lots of opportunities for data clean up and automation. This session will be an overview for new administrators on the pros and cons of several data management techniques and an introduction to automation. We will discuss the options when creating Workflows inside Dynamics 365 and compare this to Flow and the options available on the Power Platform. Don’t
Join a cast of moderators as they lead us through a review of the material associated with this certification exam. Content will cover Microsoft’s exam guide (found here: https://docs.microsoft.com/en-us/learn/certifications/exams/mb-600). Each week we’ll cover a section of the material and discuss the items we believe most pertinent to the exam. This is a collaborative study group – while we have moderators lined up we are always open to questions, insights and knowledge from all participants!
As a new admin, you may feel like your head is stuck in the hunny pot and you can’t get out! Well, Pooh, attend this first in a two-part series of sessions. Explore a live instance with us and learn how to set basic personal options and customizations; navigate the system quickly and easily; improve searches with full-text indexing or relevance searching; filter views to refine search results; discuss the new UI and model-driven apps.
Gorilla Expense offers an easy to use mobile and web based expense reporting & Timesheet solution which automatically integrates with Dynamics SL. Join us for this DSLUG Partner Solutions Showcase, developed so user group members could learn more about specific products and services available in the marketplace.
Pooh got his head out of the hunny pot (part 1) so now Tigger will teach us about automation. In the hundred acre wood and in your organization there are lots of opportunities for data clean up and automation. This session will be an overview for new administrators on the pros and cons of several data management techniques and an introduction to automation. We will discuss the options when creating Workflows inside Dynamics 365 and compare this to Flow and the options available on the Power Platform. Don’t
D365 Field Service is a powerful platform that can empower your field service team to proactively identify issues and build strong relationships with your customers. In this session, we will dive into” Agreements” and how they can be used to assist in scheduling and overall preventative maintenance operations, including scheduled invoicing.
As a new admin, you may feel like your head is stuck in the hunny pot and you can’t get out! Well, Pooh, attend this first in a two-part series of sessions. Explore a live instance with us and learn how to set basic personal options and customizations; navigate the system quickly and easily; improve searches with full-text indexing or relevance searching; filter views to refine search results; discuss the new UI and model-driven apps.
So you want to get ready to move to the cloud, what do you need to do to get ready for the move. In this session we will go through the common steps required to go to the cloud and what you can do now to get cloud ready.
Buyers today have the upper hand with sellers. With unlimited access to information, they are able dictate the process, rather than following a sellers predefined business process. Dynamics 365 Sales Playbooks help organizations automate repeatable sales activities. In this webinar we will review organizational best practices with Playbooks. Discover the power of D365 Sales. We will demo the following: Configuration, Business Process Flow, Integrated Playbook.
Now it’s more important than ever before to get things done remotely and efficiently. Using Power Automate approvals is a great way to keep the team engaged, keep projects and proposals moving forward, and to ensure that proper audits are done.
In this session you’ll learn how to create your first approval flow, how to modify it to handle automated tracking, and some of the gotchas that can cost your team lost time and frustration if you don’t plan ahead.
It’s a fact – 47% of CRM projects fail 2 or more times before organizations get it right. One of the most critical reasons: not understanding the unique planning process. This session will dive into what should be included in your CRM roadmap, how to build it, getting the team engaged, building your business case, measuring the ROI, benchmarking user satisfaction, and constantly improving.
#Leadership
#CustomerEngagement
Join MSX Group as we explore all you need to create a functional Statement of Cash Flow and other advanced reports. Please note: Management Reporter Version Compatibility Dynamics GP: GP 2010; GP 2013; GP 2015; GP 2016; GP 2018Dynamics AX: AX 2009; AX 2012Dynamics NAV: NAV 2009 Dynamics SL: SL 2011; SL 2015
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): Perform Discovery, Planning, and Analysis
