Marketing Automation and Your CRM
Want to make the most of your Microsoft Dynamics and marketing automation platform integration? Bring your marketing automation strategy questions and challenges to an open…
On-Demand Education
Sales Dashboards that Make a Difference
Remember your first demo of Dynamics 365 or Sales? The dashboards looked so helpful, intuitive and even exciting? But a few years in, they aren’t…
Is Dynamics 365 Dead?
Can we build an entire CRM system with Power Platform? But all I do is Dynamics! Should I still even be using Dynamics 365? Why…
What is PowerFX?
Microsoft Power FX is the low code language for expressing logic across the Microsoft Power Platform. Ā It is the same language that is used across…
Why Use Dataverse and Build Model-Driven Apps?
Are you still using SharePoint Lists, Access Databases, or Excel Workbooks to support mission critical or enterprise business processes? Why not Dataverse? We will discuss…
911, Help Me Rescue My Failing Project
Missing deadlines, overruns in cost, changes to leadership, errors on every corner. These are all sure signs that your CRM project is on a spiral…
From Struggle to Success: How to Create a CRM Recovery Plan
No one starts their CRM project without a plan. But most companies fail to create a plan that results in success. In fact, 47% of…
End Users! All Aboard!
This session will discuss the issues we have all faced with user adoption and include tips and techniques learned along the way to get everyone…
Dynamics 365 Field Service Implementations: Dash to the finish line
Come learn with us what makes a successful Dynamics 365 CE Field Service and Field Service Mobile implementation starting with project methodologies, tips and tricks,…
Taking Portal Comments to the Next Level
Portal Comments are a powerful feature for a busy Customer Service team, they are often under utilized though because of a poor user flow. Ā By…
Customer Case Study – D365 Implementation Training Lessons Learned
In this session, we will discuss the training approach for TD Industriesā successful implementation of D365 Customer Engagement (CE) and Finance and Supply Chain (F&O).…
What is Customer Experience in Dynamics 365?
You may have heard the term Customer Experience in many different settings and wondering how it applies to Dynamics 365. Join this session to learn…
When we fail, we fail big: Stories of failure and success with Dynamics and the Power Platform
In this panel, attendees will hear from panelists about when they failed big during implementations of Dynamics 365 or the Power Platform. Nothing ages a…
Advanced Analytics and Dynamics ā Bridging the Gap
Come hear George Casey, leader of the Advanced Analytics practice at RSM discuss and demonstrate approaches to leverage data from various Dynamics platforms and use…
7 Tips & Tricks for a Successful Project Operations Deployment
Project Operations has been available 2020, and during that time, the Western Computer team has worked closely with the Microsoft Project Operations Development team. Based…
Introduction to Dataverse Security
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,…
Demystify solution deployment behavior
Do your patches seem useless in production? Do you dread deployments? Do you pull your hair out every time? Are you having to manually make…
7 Habits of Effective CRM Leaders
Generate excitement, engagement, adoption, and ROI. CRM projects promise to deliver better customer experiences, higher loyalty, accelerated sales, and more effective marketing. But achieving…
Tackle Your Biggest AP Challenges with Paymode-X from within Dynamics 365
You have invoice and payment challenges that can only be solved by the right, comprehensive solution. In this session, Bottomline’s Solution Engineer will show you…
Pulling back the curtain on the Dynamics Fundraising and Engagement module
As a newer module built on Dynamics 365 Sales, Fundraising and Engagement is gaining traction as a serious competitor of Blackbaudās Raisers Edge. This session…
