10 Tips in 30 Minutes to Get Your Marketing Automation Product Working Better
In this fast chat weāll highlight 10 things you absolutely must get right in order for marketing automation to help you drive revenue. Join us…
On-Demand Education
Designing a Kick Ass Integration for CRM
It seems that we have come full circle, with most companies selecting a collection of best-of-breed single-purpose apps and then integrating them to work together. Regardless…
Business Central Dimensions VS Posting Groups. Maximize Financial Reports by Using Posting Groups VS Dimensions
Compare and Contrast use of posting groups vs dimensions. How do each impact financial transactions? Which should you choose can be dependent on your …
Dynamics 365 CRM: Insights, Sales, Customer, and Service ā¦ Oh My!
Microsoft has released artificial intelligence and reporting apps for the Dynamics 365 CE product suite. These apps (Sales Insights, Customer Insights…
How to Achieve Sales and Marketing Alignment with Microsoft Dynamics 365 CRM and Marketing Automation
It's easy to silo marketing and sales teams, but sales and marketing alignment works best when both teams are working with the same information. Wheth…
PO-DocuSign Automation – Using Power Automate, DocuSign, and Dynamics 365 F&O (AX) to Automate PO-DocuSign Process
During this session, we will demonstrate how to electronically sign PO PDF documents without downloading, printing, scanning, and sending to the appro…
Microsoft Dynamics 365 F&O’s (AX) Most Valuable Professional Roundtable
Have you ever had a question you wanted to ask a Microsoft Most Valuable Professional (MVP) but didn't have the opportunity? Now you do! Join this ses…
Enhance Workflows with Power Automate
Take your workflow to the next level. While D365BC has some native out-of-box functionality for workflow, some find the workflow approval level too co…
Microsoft Cloud for Healthcare
Listen to Paul Swider, CTO of RealActivity, as he discusses Microsoft Cloud for Healthcare on the first stop on a three-continent tour.
Regression Suite Automation Tool, what do you mean I need robust Task Recordings?
In this customer success story, we will be covering how from CRP1 until Go Live, the importance of Task recordings for a robust Regression Suite Autom…
The Dynamics 365 CRM Dynamic Duo ā Data De-duplication and Data Governance
Poor data quality is an issue that continues to plague CRM systems. However, with the ever-increasing value placed on quality data, ensuring your Dyna…
How Dynamics 365 CRM Field Services in the Public Sector/Non-profit Space Will Optimize Your Operation – User Showcase
The Dynamics 365 Customer Engagement (Field Services and Customer Service) has transformed Philadelphia Housing Development Corporation from an organi…
Dynamics 365 F&O (AX) Tips and Tricks to Becoming More Efficient Using Finance and Operations
The goal of this session is to showcase a few ideas using built-in tools to enable you to become more efficient in using Dynamics 365 Finance and Oper…
Here Come the Auditors! How to Leverage Dynamics 365 F&O (AX) to Ease Auditing and Compliance
In this presentation, attendees will learn about how to meet external financial auditor's requests by utilizing AX 2012 and D365 F&O's existing featur…
Ensure Your Dynamics GP Upgrade Project is a Huuuuge Success
Having a winning strategy helps with any endeavor and successfully completing a Dynamics GP upgrade is no different! While the upgrade may run overnig…
Power Platform Governance – Responsibly Embrace the Future
IT canāt hire developers fast enough and several apps are too small to be worth the investment. What to doā¦ Third Player has Entered the Game: Cit…
Who are my Members? Use Dynamics 365 CRM Sales to Manage your Non-Profit Membership and Activities
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 cultiva…
