Latest Customer Experience (CRM) Content — Page 26

Timesheet Functions in Dynamics 365 CE/CRM
In this Community Summit North America 2022 moment, Arush Kuthiala F&SCM Solution Architect, Western Computer, demonstrates how to use the timesheet functioning Dynamics 365 CE/CRM.
Dynamics Communities Dynamics Communities December 17, 2022
Lindsey Donna Della Shares How Sunstate Equipment Uses Dynamics 365 CE/CRM
In this News Desk interview, Lindsey Donna Della and Aaron Back discuss how Sunstate Equipment uses Dynamics 365 CE/CRM.
Dynamics Communities Dynamics Communities December 16, 2022
Customer Invoices in Dynamics 365 CE/CRM
In this Community Summit North America 2022 moment, John Annunziato, Director, Project Operations Lead, RSM US LLP, describes the various elements of Dynamics 365 CE/CRM for Field Service.
Dynamics Communities Dynamics Communities December 15, 2022
How Data Lakes Creates Usable and Accessible Data
Peter Jennings, AX/D365 Practice Lead, insightsoftware, explains how the new Azure Data Lakes environment creates usable and accessible data.
Dynamics Communities Dynamics Communities December 14, 2022
Why Avoiding Data Duplication is Crucial For Business Operations
In this Community Summit North America 2022 moment, Ryan Pennett, Vice President of Business Development, QWARE, discusses the importance of data quality.
Dynamics Communities Dynamics Communities December 14, 2022
How FourVision Uses Dynamics 365 Human Resources
In this Community Summit North America 2022 News Desk interview, Bert Stegeman, CEO, FourVision describes how the company uses Dynamics 365 HR.
Dynamics Communities Dynamics Communities December 13, 2022
Why Data Governance is Necessary in Dynamics 365 CE/CRM
In this Community Summit North America 2022 moment, Ryan Pennett, Vice President of Business Development, QWARE, explains why data governance is necessary.
Dynamics Communities Dynamics Communities December 13, 2022
How to Convert a Visitor to a Member in Dynamics 365 CE/CRM
Ms. Laura Jacobowitz describes how to convert a visitor to a member in the Community Summit North America 2022 moment.
Dynamics Communities Dynamics Communities December 13, 2022
New Microsoft Product Name Changes
Steven Chinsky, Manager - Operations and Supply Chain, Wipfli, explains the new name changes for various Microsoft products.
Dynamics Communities Dynamics Communities December 9, 2022
The C-Suite Should Engage With, Not Manage, a CRM
Geoff Ables, Managing Partner, C5 Insight, explains why C-Suites should remain engaged with a CRM, but be careful not to manage it.
Dynamics Communities Dynamics Communities December 9, 2022
Importance of Soft Skills in IT
John Brennan, Manager of Managed Services, sa.globa, explains the importance of soft skills in IT.
Dynamics Communities Dynamics Communities December 8, 2022
Is Dynamics 365 CE Right for Your Project Operations?
Tayna Regna, Engagement Manager, Western Computer, describes the various uses of Dynamics 365 CE/CRM.
Dynamics Communities Dynamics Communities December 7, 2022
Dynamics 365 CRM: Insights, Sales, Customer, and Service … Oh My!
Microsoft has released artificial intelligence and reporting apps for the Dynamics 365 CE product suite. These apps (Sales Insights, Customer Insights and Customer Service Insights) bring a wealth of decision-support power to Dynamics 365 users. But they can be overwhelming and challenging to understand. In this session we will explain each of the Insights apps, what they do, when to use them, and deliver over a dozen "bite sized demos" you can reference after the session to dive deeper.
Dynamics Communities Dynamics Communities December 6, 2022
How to Achieve Sales and Marketing Alignment with Microsoft Dynamics 365 CRM and Marketing Automation
It's easy to silo marketing and sales teams, but sales and marketing alignment works best when both teams are working with the same information. Whether you use Microsoft Dynamics CE, CRM or Sales, you can leverage your sales data as part of your marketing automation strategy and your marketing data to move prospects through the sales funnel. In this session, we will look at how sales teams can leverage the information marketing feeds into CRM and vice versa.
Dynamics Communities Dynamics Communities December 6, 2022
How to Effectively Prioritize to Avoid Failure
John Brennan, Manager of Managed Services, sa.global, describes the importance of soft skills in IT. Specifically, Brennan discusses the importance of effectively prioritizing.
Dynamics Communities Dynamics Communities December 6, 2022
Using Dynamics 365 CRM For Volunteer Management
Ms. Laura Jacobowitz, Development/Technical Manager, Axtegrity Consulting, explains how to use Microsoft Dynamics 365 CRM Sales to organize non-profit volunteer activities.
Dynamics Communities Dynamics Communities December 5, 2022
What Is an Industry Cloud for Healthcare?
Paul Swider, Founding CTO, RealActiviy, breaks down the idea behind an industry cloud for healthcare.
Dynamics Communities Dynamics Communities December 2, 2022
Protect, Detect, Respond: Security in the Microsoft Ecosystem
Corey Bakhtiary, Director of Programs and Product Development, Argano, highlights the three key principles in securing the Microsoft ecosystem: protect, detect and respond.
Dynamics Communities Dynamics Communities December 1, 2022
3 Key Benefits of Dynamics 365 CE/CRM
There are many benefits to using Dynamics 365 CE/CRM. Mr. Scott LeFante and John Annunziato highlight three key benefits.
Dynamics Communities Dynamics Communities December 1, 2022
Women in Tech
Dynamics Communities Dynamics Communities November 24, 2022

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