System Admin 101 for Dynamics 365 CE/CRM
Welcome to the life of a Dynamics 365 System Administrator! If you’re new, welcome! You’re joining the ranks of many phenomenal system admins and will…
Welcome to the life of a Dynamics 365 System Administrator! If you’re new, welcome! You’re joining the ranks of many phenomenal system admins and will…
Understand the impact of generative AI within Customer Service and the impacts to Agent’s day-to-day.
Breaking down the walls between the planning and service delivery aspects of an organization is key to creating the collaboration to deliver amazing customer experiences.…
Azure Synapse Link for Dataverse is a powerful tool that enables organizations to quickly and easily analyze large volumes of data stored in the Dataverse,…
Good design decisions in CRM go a long when you bring marketing automation into the mix. When the two work together, they streamline the customer…
One of the worst features of Dynamics 365 CE/CRM is the many document creation and storage features. There are so many ways to create documents,…
Wondering why related records/rows behave strangely when their parent record is assigned, shared, or deleted? Unsure of how to configure a lookup or relationship between…
Did you know that the use of Artificial Intelligence (AI) in accounting has grown by 67% in the past year alone? Its potential to transform…
Over the past 3 years, Starkey Hearing Technologies has transitioned their B2C marketing platforms from separate 3rd party vendors like Podium, Marketo, and Click Dimensions…
We can all agree, data is king! But how much is too much? When does it become a risk? Do you really need all you’re…
One of the most significant advantages of Microsoft Dynamics 365 is the strong integration capabilities it has with other products across the Microsoft ecosystem. Power…
Machine learning is a vast topic that is gaining adoption more and more in the workplace. Understanding what is available can help to determine how to…
Migration can be hard and expensive. But it doesn’t have to be. You can store and report on your data directly from the Azure Data…
It’s time to migrate again. Ugh! Don’t repeat the same mistakes as the last migration. Traditionally, training Microsoft Dynamics 365 CE / CRM users is…
Brand New Content for 2023!! Life Hacks are designed for the end user to save time and be more efficient. Join me for this session…
Project management is more than a project planning and task management solution. It also includes documents, issues, notes, communication, meetings, status reports, team collaboration, project…
This case study will highlight the problem statement, design, methodology and results of using ML models in a manufacturing facility to classify and predict quality…
In this session, we will talk about how you can extend the Dynamics 365 CE/CRM First Party apps with Power Automate. If you are a System…
Are you considering D365 project operations? Did you know you can deploy it 3 different ways depending on what your company’s needs are? Come learn…
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