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
Do you want to deliver outstanding events for demanding audiences? In this session you will learn how to turn your Dynamics 365 portal into an all-in-one online event management system that utilizes an easy-to-use interface to help you plan, organize and deliver events of any complexity, saving you time and empowering you to deliver an innovative experience. Learn how the event management solution combines automated processes with the simplest of interfaces.
This session will take a look at the upcoming Planning Optimization Add-in for Dynamics 365 Supply Chain Management and how it enables faster Master planning with a minimal load on SQL. You will also get an overview of the available master planning features and future roadmap functionalities.
In this webinar we will cover a variety of key considerations and tactics you can implement including breaking down barriers, leveraging data and delivering omni-channel customer experiences, how to integrate your systems to break down silos, an introduction to Trillium and how Trillium’s clients have improved their member engagement through marketing automation, a user case, and Q&A.
In this session, we will dive into multiple areas of the Dynamics 365 move and how to determine what costs/savings are to be found. The following areas will be covered:
1. How to build an ROI model comparing on premise vs cloud deployment
2. Understanding TCO models that differentiate from other solutions
3. The implications of D365 “constant updates” (One Version) and how they affect competitive solutions
4. Savings inherent in ongoing support for D365
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!
Configure Price Quote (CPQ) tools have been available as add-ons for Dynamics 365 (both CRM and ERP offerings) for quite some time. But many companies don’t fully understand these solutions and how they can help their business – and others are trying to fit a CPQ solution into a business model that doesn’t work that way. In this session you will leave with answers to 4 questions:
• What is a CPQ Solution?
• What kinds of businesses does it work for (including case studies)?
• How can it help my business?
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!
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!
This session walks you through what customer care features are available with Dynamics 365 for Sales, and additional features available in Field Service, Project Service, Universal Scheduling and other third party modules. Attend this session to learn what features are already available to you, and what additional licenses might be required for additional features.
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!
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 covers the following section in the MB210 Certification: Configure sales settings.
Overview of the Platform/Roadmap
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): Manage Entities
