How do I connect PowerBi to my CRM, right now?
In one live lesson, we will connect a Microsoft-created PowerBi App to Microsoft D365 Sales, and see the wealth of Business Intelligence it provides. In…
Category: Dynamics CE / CRM UG
Improve Sales Productivity using Sales Accelerator
Join us for an insightful session on leveraging the power of Dynamics 365 CRM Sales Accelerator to improve your sales process. Whether you’re a sales…
Getting started with Sales Accelerator in Dynamics 365 Sales
The sales accelerator is an engagement platform that helps a sales team understand customers’ needs so they can engage with customers by using multiple channels…
Mastering the Art of Dataverse/CRM and SharePoint Integrations
Join us as we dive into the fun world of integrating SharePoint with Dataverse and CRM! We’ll kick things off with the basics of setting…
Mastering Dynamics 365 Field Service: A Strategic Approach to Avoid Implementation Pitfalls
This session will delve into the intricacies of implementing Dynamics 365 Field Service, focusing on key strategies to avoid common pitfalls and ensure successful deployment.…
Exploring a customer’s journey to CX success with Dynamics and Contact Center
Join us for an insightful session where we follow an real-life example of a single customer’s journey transforming their customer experience (CX) with Microsoft Dynamics…
Implementing a Data Governance Framework – Getting Started
Drawing on years of focusing on CRM data quality, we will explore how to begin implementing a Data Governance framework to keep your data reliable,…
Advanced Sales Forecasting: Predicting Success with Precision
Advanced Forecasting for Sales is a powerful tool that helps sales teams make informed decisions, allocate resources efficiently, and drive profitability. It leverages advanced analytics,…
The Power of Connection: Mastering the Art of Conversation
Focus: Understanding the significance of genuine connections in personal and professional life. Beginning conversations and forging new connections can feel daunting. Yet, with the appropriate…
Dynamics 365 Customer Insights Data: Create a Definitive 360-Degree Customer Profile
Are you ready to create a single customer profile record that unifies data from across all of your platforms, matches and deduplicates, enriches with external…
Understanding CRM Environments: From Sandbox to Production
In this session, we’ll delve into the critical aspects of managing your Dynamics 365 CE environments. Whether you’re a seasoned CRM administrator or just starting out,…
Unleashing Dynamics CE/CRM in the Cloud: Tips to get it right and pitfalls to avoid in your migration.
Is your organization considering, or in the process of, migrating from an On-Premises CRM to Dynamics 365 CE in the cloud? This session will provide tips and…
Excel Life Hacks – Tips and Tricks for EVERY User!! 2024 Edition!
LifeHacks are designed for the end user to save time and be more efficient. Join me for this session to learn better ways to get…
Maximizing Your Productivity: Navigating Dynamics 365 with Copilot
Join me for an insightful session on harnessing the power of Copilot in Dynamics 365, your personal AI assistant for unprecedented productivity. Learning Objectives: Speaker:…
Beyond The Text: Harnessing the Power of AI and Voice Bots in Dynamics Customer Service
This session will explore the latest advances in AI and voice bot technology, and how they are revolutionizing customer service within Dynamics. We will focus…
Adapting CRM Training and Design for Multiple Learning Styles
In this session, we will talk about different learning styles and how you can adapt your training materials, delivery and design to reach more users.…
Using DevOps for Project Management
In today’s fast-paced development landscape, efficient project management is crucial for success. Join our session to explore how Azure DevOps can transform your project management…
Biz Apps Partner Marketing Workshop Delivers Microsoft Insights, Business Growth Strategies Through Content Marketing, Thought Leadership Tactics
The Biz Apps Partner Marketing Workshop at Community Summit NA focused on driving strategies for growth through, AI, content marketing, ABM, and value…
Microsoft Execs, Partners, Customers Outline Copilot Wins and Agent Opportunities
AI Copilot preconference at Community Summit delivers Copilot perspectives from Microsoft as well as customers and partners, who highlight near-term o…
AI Copilot Preconference: Data Readiness for Your AI Copilot Journey
The expression “garbage in, garbage out” has been applied to many AI projects recently, even scarier is the evolved version of “garbage in, gospel out”…
