Latest Customer Experience (CRM) Content — Page 27

When migrating to the cloud, sometimes on-prem CRM integrations need to be reintegrated/updated for the new environment. This talk will go through the process of hoisting a CRM integration application from on-prem into the Azure cloud - and the host of tips and tricks learned along the way.

We will review 15 tips to enhance user adoption at your organization. Tips will include: end user tips, configuration tips and training tips. Tips will include: forming a group of end users/champions, configuring field-level mapping, using calculated & rollup fields, PCF/UI controls, Power Automate, Dynamics 365 App for Outlook, model-driven apps, role-based learning for training and creating a variety of training materials.

We will talk through how certificates work, what you need, and how EVERY organization can start doing this correctly, today. This is already used and expected for most of your applications and services but there are a number of areas where it requires a little interaction. Here we will start with an understanding of what a certificate is, and then explain how you can go about working with them.

In this session we discuss what to expect after going live on Business Central, drawing from 20 years of implementing Microsoft products. Topics include, how to control support costs, data stewardship, continuing education, and what to do with those left-over initiatives from the project. The session begins with surviving your first month end and first bank reconciliation, then moves on to discuss SaaS upgrades and post-go-live best practices.

While we often consider digital transformation projects ‘technical’, the change success formula reminds us that successful change is 50% people dependent, 30% process, and only 20% about the tool/technology. If your people aren't on-board, the technology won't be used, and that's money down the drain. Enterprise projects need a designated “Change Manager” to be the voice of the project to all stakeholders AND to be the voice of the stakeholders to the project team.

It seems that we have come full circle, with most companies today selecting best-of-breed apps and then integrating them to work together. But there are integrations and then there are kick-ass integrated solutions! In this session, we will cover five elements of an integration that you should always consider in order to have your company singing your praises for generations to come.

For those who are considering a new software implementation. This session is for anyone who has never implemented, or has failed at implementing, software. Suzie, an ERP solution consultant, and Tiffany, a project manager, will share key lessons learned, tips, tricks, and gotchas to prepare for in an implementation. Through this session, we will explore the importance of requirements gathering, clean data, testing, and other elements that may bring better success to the project.

Building tools for XrmToolBox is fun, easy, and rewarding! Ultra-Hands-On: - Basic XrmToolBox framework - Third Party Custom Controls - Dataverse - Imagination We will also use a few new tools from the tools (what??) - using what has already been created in other tools... My question to you: If you do a bit of coding - why don't you create an XrmToolBox tool?!? A tool could be used only internally, or it can be published for everyone to enjoy it!

PowerApps in the Real World is designed to learn about PowerApps and how they are being used in the real…

Admins, super-users and citizen developers need this super tool. AI Builder maximizes timeconsuming and redundant business processes so the team…

Learn how we were able to build a no code integration between D365 CE for Sales and QuickBooks in just…

Learn how to utilize the Advanced Distribution to implement fulfillment orders. Utilize navigation lists, fulfillment workflows, and processes to move…

Organizations are trying to find ways to engage their remote workforce in adopting new technologies to help them be more…

Digital adoption has taken a quantum leap at both the organizational and industry levels. Consumers have moved dramatically toward online…

Bring your questions about upgrades, migrating to the cloud, challenges with Security, authentication and power platform connectors talking to systems…

When our customers or dealers call our contact centers, as part of their IVR journey, they are asked to utter…

For a very long time, we have had to pick canvas apps or model-driven apps. Pixel-perfect user interfaces or fast…

Today’s world, more than ever, is wrapped around eCommerce. Many companies that were pure B2B are making the transition to…

Dynamics 365- Sales & Marketing, FieldServices, Dynamics 365 ecommerce and Power Platform.  Whether you are building your own practice or…