XRMToolBox: How to Connect an Environment
Heidi Neuhauser reviews the XRMToolBox, a free resource for CRM users, and explains how to connect an environment.
Category: Customer Experience (CRM)
D365 Customer Experience Product Roadmap General Session
Session Overview: The Customer Experience Product Roadmap (formerly known as General Session) featured direct insights from Alan Ross, Head of Product, Dynamics 365 Customer Service, Experiences +…
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 “How AI is Redefining Microsoft Business Applications,” with…
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 “How AI is Redefining Microsoft Business Applications,” with leaders…
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 “How AI is Redefining Microsoft Business Applications,” with leaders…
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 “How AI is Redefining Microsoft Business Applications,” with leaders…
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 “How AI is Redefining Microsoft Business Applications,” with leaders…
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 users, and develop a structured…
PowerFx Command Buttons in Action
Session Overview: Join me as we delve into the simplicity and flexibility of creating custom confirmation dialogs, duplicating records, and carrying out bulk updates with enhanced…
Navigating AI in Dynamics 365: How to Build a Secure and Compliant AI Policy
Session Overview: In today’s dynamic business landscape, executives and IT leaders must strategically integrate AI technologies like Copilot and its many Agents across their Microsoft…
Migrate Portals to Power Pages
Session Overview: Are you using Portals templates for Dynamics 365? Come learn how to migrate them to latest Power Pages with Enhanced Data Model and…
Project feedback and Client survey solution – Dynamics 365
Session Overview: Project feedback and Client survey is a solution primarily based around surveys developed in Customer Insights – Journeys. The whole idea was to streamline…
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 expertise has become increasingly challenging.…
How to Compare Marketing Automation Tools to Put in Front of Dynamics
Session Overview: Not all marketing automation platforms are created equal — especially when you’re looking to integrate them with Dynamics 365 Business Central and CRM.…
Make Your CRM Work Harder: Practical Ways to Increase Sales Productivity with Dynamics 365 Sales
Session Overview: Is your organization currently using Dynamics 365 Sales, but you feel like it’s only scratching the surface of its capabilities? This session will guide…
Leading Through Change: Harnessing Communication and Resilience
Session Overview: In the dynamic landscape of today’s workplace, C-level executives and managers must master the art of communication and resilience to steer their teams through…
Supercharge your AI journey with the Microsoft Business Process Catalog
Session Overview: In an era driven by artificial intelligence and digital transformation, leveraging the right tools and resources is key to scaling success and achieving unparalleled…
Why Business Application Security is Central to Your Security Posture
Session Overview: In today’s world of interconnected systems and users from inside and outside organizations, it is more important than ever to secure resources and have…
CRM Shouldn’t Suck: Avoiding CRM Pitfalls Using Strategies for Success
Session Overview: Let’s face it—most CRM systems don’t live up to the hype. They promise streamlined operations, better customer engagement, and higher revenue… but for…
Copilot and Power BI: Simplifying Dynamics 365 CE Analytics
Session Overview: Does your Dynamics 365 Customer Engagement (CE) data feel like a puzzle you can’t solve—leaving you drained and desperate for answers that seem…
