Latest Customer Experience (CRM) Content — Page 26

The neurodiverse population possesses qualities that are unreachable by typical thinking people. Their problem solving skills, creativity, pattern mapping, & insight into cause & reaction is something any employer in the tech industry should covet. But are you setting up your workplace to attract, hire, & keep them?

In this session Dian will be speaking on some of the best new features and updates in Dynamics 365 CE. She will discuss updates in Dynamics 365 Sales, Dynamics 365 Customer Service, and Dynamics 365 Field Service, and of course there will be plenty of demos!

Join this session to understand some core concepts, areas of risk and how to mitigate against them from D365 in-application security principles and best practices to a broader understanding of how Azure and M365 can support your organizations Identity and Access management, threat and information protection to give you peace of mind.

When users are creating an app, they offered a choice between creating a Model-driven or Canvas app. In this session, Blake and Sarah will offer some guidance on how to choose the right app for the occasion. They will demonstrate how to use existing tools to help quickly build and deploy either app for immediate use.

What are the CHOPS? John Brennan has been in Managed Services for 20 years. During that time, he's seen the people who have the most qualifications struggle and fail, while those with no letters behind their name thrive and grow. As the saying goes: If you want to succeed, you've got to have the CHOPS. Those CHOPS are five key soft skills that anyone can learn to help you and your IT team succeed.

Much focus, resources and planning are built into enterprise implementation projects. Diverse teams come together to tackle huge challenges, all with the focus on a successful go-live. What happens AFTER go-live? Where does all that momentum on elevating efficiency and effectiveness go? Let’s share stories and discuss a simple blueprint for collaborative long-term continuous improvement for all your business processes, tools, and most importantly for the teams that leverage them.

In this session, Microsoft MVP Scott LeFante and John Annunziato will discuss how Customer Service, Field Service and Project Operations, when implemented together, can compliment one another and provide a holistic service view. Scott and John will also discuss when best to utilize each of the three areas and demonstrate how you integrate the three areas within Dynamics to revolutionize your customer experience.

Want to know the ins and outs of the only 100% real-time solution connecting Microsoft Dynamics 365 CE/CRM and Finance & Supply Chain? D365 experts, Tamerah Ast and Britt Briscoe have the skinny for you. They have learned what works the hard way and want to save you time and frustration by sharing their learnings.

In this session, we'll cover must know administration configuration: Business Rules, Business Process Flows and Calculated/Rollup fields. We will define when each can and should be used and walk-through examples for how to build them and how your end users will interact with them. At the end of this session, you will be able to configure all 3 in your own environment effectively.

Diversity, Equity and Inclusion (DEI) has come to center stage after the summer of 2020, but it may still seem like something only giant companies have to think about. In this session, we will cover what DEI is, why it's so important for every size of organization, and tips to get started.

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 the job done and show off your new Excel skills back at the office! We will cover everything from formulas to charts - and we will have a blast doing it too! Join me for this fast and fun session to cover over FORTY tips and tricks for Excel!

CRM can deliver higher win rates, more loyal customers and accelerated marketing. But as much as 90% of the time, CRM projects fail to deliver on those results. If you're starting a CRM project, struggling, or just searching for ways to improve - this is the session you need to attend. You can deliver a CRM solution that not only boosts performance - but that your team loves to use.

An insight into what it takes to be awarded and maintain Microsoft MVP (Most Valuable Professional) status. David Musgrave takes you through his long journey to becoming a Microsoft MVP and describes what lessons he learned along the way. Warning: This session includes lots of Microsoft Dynamics GP history, old computers and robotics.

Are you struggling to create a SharePoint Site (or even an entire Intranet) that is beautiful, simple, dynamic and that keeps your users coming back? In this how-to, follow-along workshop, you’ll learn how to create a beautiful and functional SharePoint site using Teams, SharePoint and more!

Join this panel discussion to learn how simple shifts can create a safe and welcoming environment for all women in your industry. Hear stories illuminating some common, but largely unnoticed or un-acknowledged behaviors which contribute to the lack of representation today….and, more importantly, how we can all change the trajectory and create a better environment for everyone.

Remember your demo of Dynamics 365? The dashboards looked so helpful, intuitive and even exciting? But a few years in, they aren't as useful as you had thought, creating new ones is frustrating, and maybe they've become overly complicated. In this session, you will learn how to fix all of that. You'll learn the value of the included dashboards, how to create a first generation of truly helpful dashboards, and 2 more generations of dashboards that will change the performance of your team!

A big challenge for the year and for the upcoming decade is to secure IoT. IoT cybersecurity is a growing concern for manufacturers and healthcare organizations. Learn about how you and your organization can prepare for the proliferation of connected devices as it undergoes continuous and rapid transformation.