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
This session is designed to give participants a high level overview of IFRS 15 – Revenue from Contracts with Customers, and IFRS 16 – Leases. These two recently update accounting standards have been called the most complex accounting changes in the last 30 years. Are you and your team ready for them? If you have not yet implemented, what do you need to know? If you have implemented them, how do you move forward?
Everyone wants to grab their data, take it with them, and work with it in Excel. In this session, you will learn how to find the data and bring it directly into Excel.
In this session you will learn the role of the c-suite in managing a CRM project, in adopting CRM, and in using CRM to drive change within their businesses. Executives will leave with a clear understanding of how to drive change – even transformation – by using the power of CRM. Project leaders will leave with a checklist for getting, and keeping, the c-suite engaged in your project.
#CustomerEngagement
Presented by @Geoff Ables
In this session we will dive how to setup dashboards that can actually be used to improve results. You’ll learn about the 5 categories of dashboards, a process for designing dashboards, 3 of the frustrating limits of CRM dashboards and how to work around them. You’ll also learn the top 10 best-practice metrics for sales reps, customer care, marketing, managers and executives – and a visualization of how they should look in CRM dashboards and how to work around them.
In this session we will dive how to setup dashboards that can actually be used to improve results. You’ll learn about the 5 categories of dashboards, a process for designing dashboards, 3 of the frustrating limits of CRM dashboards and how to work around them. You’ll also learn the top 10 best-practice metrics for sales reps, customer care, marketing, managers and executives – and a visualization of how they should look in CRM dashboards and how to work around them.
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.
