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Dynamics 365 CE / CRM

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!

Adobe and Microsoft recently announced the creation of C3 AI CRM software with the help of Microsoft Dynamics 365. This innovative AI-first CRM software is built for all types of industries while making it easy to integrate with Adobe Experience Cloud. All of this improves customer-facing business operations with predictive insights.

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!

Presented by @Shushma MohitlalA comprehensive demonstration of Geo-Analytics within Dynamics 365 to extract location insights from CRM data using Bing Maps which helps to increase salesperson productivity through optimized map routing, turn by turn navigation with Google Maps and Waze App, distribution and planning of appointments, defining and aligning territories based on location, searching location in proximities, improving area of service, enhancing localized marketing by campaigns, locational business insights with Heat Maps, shape file integration, analyzing Census Data and increasing responsiveness of services team through location planning and mobility using the power of Maplytics™, a CfMD preferred solution for Dynamics 365 & PowerApps.By registering for this ISV Solution Showcase, you agree to be contacted by this partner regarding their products and/or services​#ISVShowcase

Join a panel of experts as they share their favorite tools for working with Dynamics 365. This will provide the basics you need to get started using XrmToolBox and share how they use it. Other helpful tools for administrators will also be discussed. Bring your favorite tips to share. There will be plenty of time for questions about these tools and discussion on tasks that you would like a better way to handle.

Attendees will learn: 
• A method for working together as a team to continuously discover metrics that will change behavior, improve the customer experience, and lift the bottom line 
• Where adoption metrics overlap with performance metrics – and how to use both to drive change 
• The difference between descriptive, predictive, and prescriptive analytics – and when to use each 
• Simple analytics techniques to segment your customers for differentiated treatment ​

Join fellow users in your quest for certification with Microsoft for D365 Supply Chain Management, Manufacturing MB-320! Sessions are a combination of MVP and expert presentation that focus on what you can expect to see on the test, followed by roundtable discussion. Session 8 provides a final review of the important concepts covered in the previous study sessions.

Join Microsoft experts for a presentation and discussion on what Microsoft is doing right now to ease the mandatory policy for continuous updates for Customer Engagement and Finance and Operations users, allowing you to pause updates for a period of time. We will also discuss changes to deadlines for deprecating legacy features, such as the Customer Engagement legacy web client.

Join us for a step by step demonstration on how to build a D365FO Power BI Embedded report from start to finish using the free capabilities of Power BI Embedded. We will start by creating an Aggregate Measurements and Aggregate Dimensions. From there we will publish to the entity store and build a Power BI Embedded report from the D365FO Entity Store. To wrap things up we will view the report within D365FO!

Take a deep dive into the world of security and report distribution in Microsoft Management Reporter. Look at various ways to distribute reports using the Report Library, SharePoint or publishing to a shared folder. Learn how to apply security at the folder and tree level and automate report generation. Please note: Management Reporter Version Compatibility: MR is not available for new installations of GP, AX or SL.

DocuSign provides D365 Connector, however if you do not want to spend on the connector and yet use DocuSign with CRM, this webinar is for you. Here we will explore how we can leverage Power Automate to create the proposal, send it using DocuSign Business Pro Account, save the proposal and its signed copy in SharePoint, close quotes and opportunities once proposal is signed, all of these with minimum human interference.

Bluestar PLM for Microsoft Dynamics 365 for Finance and Operations or Microsoft Dynamics AX. You’ll be able to see for yourself how our ERP-based PLM product is suitable for your company and your daily operations/procedures. We’ll wrap up with a Q&A session with several of our existing customers who can share how easy it has been to build various scenarios in response to COVID-19.

Supercharge your advanced knowledge of T-SQL by learning techniques like dynamic SQL, the FOR XML clause, and advanced JOINs. We will cover some of the newer SQL Server functions such as TRY_CONVERT and FORMAT. All examples will be practical code using the Dynamics SL schema. We will also demonstrate some methods to make your SQL code perform better, including temporary intermediate tables, speed testing, and recasting.

Does your organization “own” perpetual licenses for your ERP software? Do you have aging on-premise servers in an IT closet somewhere in your business and wonder if now is the right time to venture into the cloud? Your are not alone! Check out this blog for perspective and ideas to help you manage the ambiguity of considering a cloud migration!

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 Solutions Deployment and Testing.