CRM projects promise to deliver better customer experiences, higher loyalty, accelerated sales and more effective marketing. But achieving those results can be elusive. If you’re starting a CRM project, struggling with an existing project, or searching for ways to an improve your CRM – this is the session you need to attend. You can deliver a CRM solution that not only boosts performance – but that your team loves to use.
Dynamics 365 CE / CRM
Learn 20 helpful tips on how to crush your sales goals . We will discuss how to put together a plan on improving activities, strategy, coaching, and account management and better utilize CRM. This webinar is for Sales People, Sales Managers, Leadership, Supply Chain, Admin and people looking for ways to increase their sales.
Power BI can represent an intimidating transformation in the way many teams still interact with their data. When well-wielded, we’ve seen Power BI be a catalyst for adoption of data-driven decision-making in a number of our clients’ organizations. This session will center around lessons learned from working with a number of Fortune 500 companies, including: conversations that build trust and consensus at each step of implementation, tips and tricks for building reports for many different typesof audiences, and ideas for keeping solutions relevant and actionable.
By Keith Sayer, May 27, 2020Have you heard about the benefits of the VLOOKUP function in Excel but are having…
Microsoft Power Apps is a great option for businesses, as it’s a Low-Code Application Platform (LCAP) that makes it easy for professional and amateur developers to create apps. The average cost of developing an application is 74% less with Power Apps, as it’s an excellent way to save yourself a lot of time and money.
Users with various technical expertise levels can develop apps to focus on specific business functions, whether it’s related to IT, sales, finance, customer management, HR, etc.
Offering a sneak preview of the rapidly intensifying competition between two of the world’s top software companies, Microsoft executive VP Judson Althoff said recently that CRM without chat is “arcane” and that Teams is years ahead of Slack.
Heidi walks through a step-by-step on how to add a new system view to Dynamics 365 using Power Apps.
Sherlock Holmes had a very stringent method for solving mysteries, I have found that when faced with hard problems in Dynamics 365 learning from how detectives like Sherlock Holmes work can be very helpful. As a long time expert, I often get called in to solve issues which others have failed to solve. Sometimes, using these methods it is elementary, sometimes it requires relentless investigation many days of gathering data, analysis, comparisson, deduction. I will share this method and some of my stories of the trickier problems I have had.
Why do so many CRM projects ‘fail’, or at least not achieve all of their objectives? A major reason is that the business is not properly prepared for the change brought by the new system. Andrew Bibby, Microsoft MVP, discusses some of the primary change management obstacles typically encountered on Dynamics 365 CRM projects. Then, using methods backed by 20 years of independent research by Prosci, he will put forward ways in which you can address these problems and increase your chances of project success!
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
Join MVP Kelly Kane as she dives into the Collections process. Learn about how the Collections process through Collections letters, disputed amounts, and Collections cases. The content of this session is geared toward an audience with beginner to intermediate-level knowledge of the subject area.
Thinking about changing your costing method in D365FO? What do you need to know, and what to expect. In this session, an inventory expert will demonstrate what you will need to consider and what to expect when making such a change.
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
This session will be available for CPE credits pending completion of session survey post event.
Role-based security and the concept of “Teams” are two of the powerful building blocks provided by D365 CE for a successful security design. Proper utilization of security roles requires an understanding of privileges, access levels, and how to properly setup your system organization hierarchy to serve as the dependable foundation. In this presentation, we will discuss how to modify out-of-box roles to create custom security roles tailored for your organization and how to utilize “Teams” for improved flexibility within your security hierarchy.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
Join this session to learn the tips & best Practices in Order Management. During this session we will cover the following:
•Convert Quotes to Sales Orders
•Order Types
•Customer Service Assistant Functionality
•Order Management Processing
•Order Management Wildcards
•Controlling the Process Manager This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Join us for a conversation with AXIA Consulting’s OCM Practice Lead Bianka Shah and Glenn Keller, Director of IT at CountryMark, to learn the value of including a well-organized OCM plan over the project implementation lifecycle.
During this session, we will explain the model CountryMark used to effectively identify OCM needs, including:
– 12 best OCM practices for planning and maintaining a transformation program
– Return on investment OCM can provide to your project
– Unexpected benefits found when faced with pivoting in the middle of an ERP rollout.
With changes occurring daily within our environment due to recent events, we will also discuss how to increase user adoption and sustainment of programs through effective stakeholder management in a remote environment and how to effectively manage remote teams and end users.
The content of this session is geared toward an audience with beginner-level and higher knowledge of the subject area.
This session will be available for CPE credits pending completion of session survey post event.
A Microsoft MVP will show several ways the Dynamics 365 for Finance and Operations Excel integration can be leveraged to drastically improve the employee experience at your company. From data cleansing, to centralized template management, to process optimization, see how this incredibly valuable integration can be leveraged in ways you may be surprised by!
The content of this session is geared toward an audience with beginner to intermediate-level knowledge of the subject area.
This session will be available for CPE credits pending completion of session survey post event.
Join us for this how-to session, where user member Glenroy, a packaging distributor, shares how the company approached its D365FO implementation. We discuss the implementation plan, as well as share best practices and lessons learned in a company that has complex supply chain processes.
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
This session will be available for CPE credits pending completion of session survey post event.
Join this session to learn best Practices for the set up, configuration and use of Time and Expense for Projects. Learn how to leverage setup and configuration options to streamline Time card Entry processes. See how Allocator Rate Tables and other values in the system flow into time cards. Learn how to setup Time and Expense for seamless integration to SL Payroll or for export to an outside payroll system.
Level: Intermediate
Welcome to the wonderful world of being a Dynamics 365 System Administrator! Now that you’ve gone live with your CRM system, let’s talk through all of the basics of what’s next as a System Administrator. This session will provide you with a solid high-level foundation to hit the ground running as a System Administrator beyond your go live. Topics will include working with solutions, modifying & creating system views, modify & creating fields, adding UI controls, working with forms and dashboards.
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.