Latest Customer Experience (CRM) Content — Page 27

John Siefert, CEO, Dynamics Communities, explains the why and how behind the new Dynamics Communities website.

Listen to Paul Swider, CTO of RealActivity, as he discusses Microsoft Cloud for Healthcare on the first stop on a three-continent tour.

Poor data quality is an issue that continues to plague CRM systems. However, with the ever-increasing value placed on quality data, ensuring your Dynamics 365 Sales system is free of duplicates and contains quality data is essential to the success of your business.

The Dynamics 365 Customer Engagement (Field Services and Customer Service) has transformed Philadelphia Housing Development Corporation from an organization that had a patchwork of disconnected system to a modern, field enabled organization. This transformation allows PHDC to now spend more time focusing on their mission to help residents stay in their homes while supporting repairs that may be needed.

D365 Sales is the perfect platform to track members and contacts for your non-profit organization. Use it to store each member's interests, to cultivate prospects into new members, track events you have scheduled, and track fund raising campaigns. The integration with Power Platform to automate messages to members and the integration with Financial Systems such as D365 Business Central provides endless possibilities. Come see a custom product built on D365 Sales specific for non-profits.

Our panelists, even with their immense experience, still encounter failure when working with Dynamics 365 CRM or the Power Platform. Nothing ages a person faster than taking down production or deleting massive amounts of data. Panelists cry and laugh as they share similar experiences. Best of all, panelists also share their lessons learned and how to avoid the same pitfalls.

Harvard Business Review reports engaged digital leaders experience 10% acceleration in revenue growth. But the right kind of C-suite engagement has been an insurmountable hurdle for many projects. In this session you will learn the role of the C-suite in managing a CRM project and in using CRM to drive change within the business. Executives will leave knowing how to drive transformation by using the power of CRM. Project leaders will leave with a checklist for keeping C-suite engagement.

This session is designed to share best practices for initiating and embedding key strategies for successfully planning, communicating, and demonstrating the value of change in every phase of the project. Executive sponsors, steering committees, system owners, project leads and managers all play a role in setting the stage for enthusiastic user adoption Day One.

This session will explain the different deployment options for Dynamics 365 Project Operations. We will cover the capabilities of Project Operations on the Customer Engagement Platform and compare it to the functionality available in the Project Management Accounting functionality in Finance & Supply Chain Management. Experts from both product lines will be there to answer your questions.

Security is one of the most important components of administering your Dataverse environment. But where to begin? We will discuss the basics of permissions, roles, teams and more. Of course, this will be all topped off with best practices and tips for success!

Have you experienced the full power of the most recent Dynamics 365CE and Teams integrations? In this session you’ll get a rapid overview of document management integration, and a deeper dive into latest features such as: sharing records with non-CRM licensed users via Teams, making Teams chat available in D365CE, recording calls, measuring sentiment, and more. You’ll learn how these features reduce costs, improve collaboration and radically accelerate user productivity.

You were recently asked to be the Dynamics 365 CE Admin. Congratulations! But where to you begin? That's what we'll talk about in this session. We'll cover a roadmap for your first 2 years as the CRM Admin, the top 10 things to learn, and some of the hidden traps that new admins often fall into.

Round table discussion about how to grow and stabilize the talent pipeline for customers and partners.

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.