Join us for this webinar to hear the latest from the Microsoft D365 support team. You’ll learn about security: the best patterns for use and how to overcome current customer issues/questions/gotchas.
Dynamics 365 CE / CRM
Welcome to the new DAC
Understanding what’s on the horizon for technology and it’s impact on your supply chain is critical for future planning. The pace of technology will not be slowing down any time soon. Now is the time to plan and decide which technologies to embrace.
I had to link to this post from Kylie Kiser–it made me laugh, and think, as she describes how we all love Dynamics, but specific things are “weird” like addresses, activities (specifically security) and connections. Well done Kylie and thanks for posting!
In just under ten months during 2020, Gill Walker passed four Microsoft Certified Professional Microsoft Dynamics 365 exams and developed a technique which shows you how to ensure that you have revised everything necessary for the exam. In this video she shares this technique, which has delivered her success in four out of four exams.
Gill Walker unpacks the mystery of CRM Success. Gill shows you why CRM projects can be so complicated and gives you the key aspects to include in your CRM project planning. She explains the people who you need on your CRM bus, why scoping is so important, even in this world of agile and how to ensure that you include all the necessary education.
Gill covers a brief evolution of the product that we now know as Microsoft Dynamics 365, shows what marketing automation is and then provides a whistle stop tour of the functionality of ClickDimensions. She concludes with a comparison of Dynamics 365 Marketing and ClickDimensions and their pricing models.
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.
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.
