Latest Customer Experience (CRM) Content — Page 19
Community Summit 2023 is Over, Now What?
UG Expert Cliff McDaniel provides helpful tips to get further involved with the community now that Summit 2023 is over
October 30, 2023
How to Become a Microsoft MVP
UG Expert and Microsoft MVP Heidi Neuhauser defines what a Microsoft MVP is, how to become one, and shares a few pieces of advice.
October 23, 2023
Selling like a Boss with Dynamics 365 Sales
Get ready to upgrade your sales game and discover your inner superhero with Dynamics 365 Sales! In this session, I'll…
October 20, 2023
A Custom Portal Using Sharepoint, Azure, and Magic
Partnering with Spark out of Kalamazoo, MI, we created a custom portal that utilized Azure Data Factory as our data…
October 20, 2023
Canvas and Model-Driven Apps and How to Decide Which One to Use
When users are creating an app, they are offered a choice between creating a Model-driven or Canvas app. In this…
October 20, 2023
Power Platform 2023 Release Wave 2: What to Get Excited About!!
Let's look at and review the exciting new functionality that will be released as a part of Power Platform 2023…
October 20, 2023
Copilots: A Complete Rundown on How to Use Open AI in the Power Platform
Join MVPs Kylie Kiser, Malcolm McAuley, and Heidi Neuhauser as we dive into the world of Microsoft Copilots and their…
October 20, 2023
Dynamics 365 CE/CRM Workflows to Power Automate: Upgrading your Automation
This session is intended for all levels of Power Automate users, with a focus on augmenting Dynamics functionality through beginner,…
October 20, 2023
Do you want to build a realtime Power Automate?
Join me in a demo of a realistic real-time Power Automate in a model-driven app. See real-time calculations on the…
October 20, 2023
Dynamics 365 CE/CRM Project Ops: What I Wish I Knew
Project Service Automation, Project Operations, which is it? If youāre looking for implementation guidance, youāll learn that those are interchangeable,…
October 20, 2023
Demystifying Dynamics Licensing – who needs what?
What do my sales users really need? Do my executives need access to CE/CRM at all? Everyone knows Microsoft Dynamics…
October 20, 2023
Revolutionizing Revenue Operations with Dynamics 365 CE and the Power Platform: A Guide to Effective RevOps Strategies
Companies that implement Rev Ops often see double-digit increases in revenue, efficiency, win rates, and customer satisfaction but since itās…
October 19, 2023
How To Supercharge Your Lead Generation Engine with Marketing Automation
This is a co-presentation with a Microsoft Dynamics end customer about how they utilized Microsoft Dynamics365 Sales and a marketing automation platform…
October 19, 2023
I’m a New Dynamics 365 CE/CRM Admin ā Now What?
You were recently asked to be the Dynamics 365 CE Admin, or perhaps also Power Apps. Congratulations! But where do…
October 19, 2023
Maximizing Dynamics 365 Field Service Efficiency with Advanced Configuration Techniques
Join Microsoft MVPs Dian Taylor and Scott LeFante for this fun and informative session. In this session, we will show configurations we've…
October 19, 2023
Power BI + Dynamics 365 CE: Unleash Your CRM Data to Make Better Decisions
In this session, you'll learn to go beyond the dashboards built into Dynamics 365 CE/CRM to use Power BI to…
October 19, 2023
Chat Chili: Spice Up Your Dynamics 365 CE/CRM and Power Platform Experiences with a Dash of Copilot and a Pinch of ChatGPT
Generative AI, like ChatGPT, is taking the world by storm. Microsoft has harnessed this powerful tool combined with your companyās…
October 19, 2023
Automating Your Dynamics 365CE/CRM Performance: Power Automate v Business Rules v JavaScript v Plugin
Power Automate, Workflows, and Business Rules are the most common out-of-the-box features used to automate the performance of your CRM…
October 19, 2023
Decoding Dynamics ERP: Your Guide to Selecting the Ideal Microsoft Cloud ERP
So you've determined it's time to move ERP to the cloud. How do you decide which Microsoft ERP solution is…
October 19, 2023
Driving Productivity in the CX Journey with Dynamics 365 Copilot
GPT, Generative AI, and 'Copilot' have been frequent buzz words in the business world lately. Come learn what Copilot is,…
October 19, 2023
