Profile Unification for Customer Insights Data
Speaker: Lita Franklin Type: Breakout Session Primary Product: Dynamics 365 CE/CRM Track: Data
Live Event: Community Summit 2024
Get Real Time User Behavior Analytics of Your Microsoft Dynamics 365 CE / CRM Users
Want to get inside the minds of your Dynamics 365 CE/CRM users without relying on hit-or-miss surveys to increase digital adoption? This eye-opening session will…
Social Proof: Building Trust & Credibility in Your Marketing
Your sellers are pros at discussing your solutions, but your customers are the real gold mind. Your prospect’s trust is vital to your buying cycle. …
Copilot Studio – Real Example with Masonite Webpage
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The 5 Levels of Customer Data Management
Join us for an informative session aimed at demystifying the world of data management. We’ll explore the basic principles of data quality and its practical…
How do I connect PowerBi to my CRM, right now?
In one live lesson, we will connect a Microsoft-created PowerBi App to Microsoft D365 Sales, and see the wealth of Business Intelligence it provides. In…
Improve Sales Productivity using Sales Accelerator
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Getting started with Sales Accelerator in Dynamics 365 Sales
The sales accelerator is an engagement platform that helps a sales team understand customers’ needs so they can engage with customers by using multiple channels…
Mastering the Art of Dataverse/CRM and SharePoint Integrations
Join us as we dive into the fun world of integrating SharePoint with Dataverse and CRM! We’ll kick things off with the basics of setting…
Understanding Models in Copilot Studio
Come and learn how Copilot Studio leverages different types of models to orchestrate an entire conversation, from understanding context and entities to triggering topics and…
Mastering Dynamics 365 Field Service: A Strategic Approach to Avoid Implementation Pitfalls
This session will delve into the intricacies of implementing Dynamics 365 Field Service, focusing on key strategies to avoid common pitfalls and ensure successful deployment.…
Exploring a customer’s journey to CX success with Dynamics and Contact Center
Join us for an insightful session where we follow an real-life example of a single customer’s journey transforming their customer experience (CX) with Microsoft Dynamics…
Implementing a Data Governance Framework – Getting Started
Drawing on years of focusing on CRM data quality, we will explore how to begin implementing a Data Governance framework to keep your data reliable,…
Advanced Sales Forecasting: Predicting Success with Precision
Advanced Forecasting for Sales is a powerful tool that helps sales teams make informed decisions, allocate resources efficiently, and drive profitability. It leverages advanced analytics,…
The Power of Connection: Mastering the Art of Conversation
Focus: Understanding the significance of genuine connections in personal and professional life. Beginning conversations and forging new connections can feel daunting. Yet, with the appropriate…
Dynamics 365 Customer Insights Data: Create a Definitive 360-Degree Customer Profile
Are you ready to create a single customer profile record that unifies data from across all of your platforms, matches and deduplicates, enriches with external…
Understanding CRM Environments: From Sandbox to Production
In this session, we’ll delve into the critical aspects of managing your Dynamics 365 CE environments. Whether you’re a seasoned CRM administrator or just starting out,…
Dynamics 365 FinOps Unified Developer Experience
This is for me the most important feature for Dynamics 365 F&O for several years! Discover the big change on the DEV & Admin part.…
Unleashing Dynamics CE/CRM in the Cloud: Tips to get it right and pitfalls to avoid in your migration.
Is your organization considering, or in the process of, migrating from an On-Premises CRM to Dynamics 365 CE in the cloud? This session will provide tips and…
Excel Life Hacks – Tips and Tricks for EVERY User!! 2024 Edition!
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…
