Latest Customer Experience (CRM) Content — Page 3
Copilot for Sales 101: What To Know About AI-Powered Selling
Scott LeFante explains what Microsoft Copilot for Sales does, how it differs from Copilot in Sales, and where it truly saves time without risking trust or data.
November 13, 2025
XRMToolBox: How to Connect an Environment
Heidi Neuhauser reviews the XRMToolBox, a free resource for CRM users, and explains how to connect an environment.
November 10, 2025
D365 Customer Experience Product Roadmap General Session
Session Overview:Ā The Customer Experience Product Roadmap (formerly known as General Session) featured direct insights fromĀ Alan Ross, Head of Product, Dynamics…
October 26, 2025
Community Summit NA Keynote: The AI Mindset Fireside Chat
Session Overview: The Community Summit North America keynote program set the tone for the 2025 theme of āHow AI is…
October 25, 2025
Community Summit NA Keynote: Copilot Studio Fireside Chat
Session Overview: The Community Summit North America keynote program set the tone for the 2025 theme of āHow AI is Redefining…
October 25, 2025
Community Summit NA Keynote: How AI Is Redefining Dynamics 365 Customer Experience
Session Overview: The Community Summit North America keynote program set the tone for the 2025 theme of āHow AI is Redefining…
October 25, 2025
Community Summit NA Keynote: How AI Is Redefining Dynamics 365 Business Central
Session Overview: The Community Summit North America keynote program set the tone for the 2025 theme of āHow AI is Redefining…
October 25, 2025
Community Summit NA Keynote: How AI Is Redefining Dynamics 365 Finance & Supply Chain
Session Overview: The Community Summit North America keynote program set the tone for the 2025 theme of āHow AI is Redefining…
October 25, 2025
Novice to Ninja: Mastering CRM User Training and Adoption with the CRM Blackbelt Program
Session Overview: This course is designed to help organizations define competency for their CRM system, discover the current baseline of…
October 24, 2025
Navigating AI in Dynamics 365: How to Build a Secure and Compliant AI Policy
Session Overview: In todayās dynamic business landscape, executives and IT leaders must strategically integrate AI technologies like Copilot and its…
October 24, 2025
Project feedback and Client survey solution – Dynamics 365
Session Overview:Ā Ā Project feedback and Client survey is a solution primarily based around surveys developed in Customer Insights - Journeys. The…
October 24, 2025
D365 – How to be successful with a partner?
Session Overview: Qualities to look for in a partner What leads to a successful implementation/ ongoing projects Problems to solve…
October 24, 2025
Innovative Solutions to Talent Scarcity: Transforming Company Culture for IT and Business Central Expertise
Session Overview: In today's rapidly evolving business landscape, finding qualified resources to support our companies with IT and Business Central…
October 24, 2025
Women in Tech (WIT) Panel & Luncheon
Session Overview:Ā The Women in Tech luncheon celebrated the incredible insights and journeys of women in technology. The theme, "She Builds,"…
October 24, 2025
Make Your CRM Work Harder: Practical Ways to Increase Sales Productivity with Dynamics 365 Sales
Session Overview:Ā Ā Is your organization currently using Dynamics 365 Sales, but you feel like it's only scratching the surface of its…
October 24, 2025
Leading Through Change: Harnessing Communication and Resilience
Session Overview:Ā Ā In the dynamic landscape of today's workplace, C-level executives and managers must master the art of communication and resilience…
October 24, 2025
Supercharge your AI journey with the Microsoft Business Process Catalog
Session Overview:Ā Ā In an era driven by artificial intelligence and digital transformation, leveraging the right tools and resources is key to…
October 24, 2025
Why Business Application Security is Central to Your Security Posture
Session Overview:Ā Ā In todayās world of interconnected systems and users from inside and outside organizations, it is more important than ever…
October 24, 2025
CRM Shouldn’t Suck: Avoiding CRM Pitfalls Using Strategies for Success
Session Overview: Letās face itāmost CRM systems donāt live up to the hype. They promise streamlined operations, better customer engagement,…
October 24, 2025
CE/CRM Life Hacks – Tips and Tricks for Every User! New for 2025!
Session Overview: Life Hacks are designed for the end user to save time and be more efficient. Join me for…
October 24, 2025
