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During this interactive session we will be exploring useful tools available within the XRMToolbox along with useful browser extensions and apps available to the Dynamics…

A walk through of customization options versus configuration options within D365   Takeaways:  1- Gain insights into when it makes sense to configure versus customize…

In this session I will discuss the most important components of Dynamics 365 Sales and Sales Insights. I will discuss how they work and how…

The single most important factor to the success of a Customer Engagement implementation is the quality of the data available to the end users. Users…

A lot of organizations are planning to migrate from Dynamics 365 for Customer Engagement (aka CRM) on-premise to online. But the journey is not quite…

This session will bring together sales tax experts to discuss and answer questions on;  1.     Trends in Sales and Use Tax Compliance  2.…

For many customer facing organizations scheduling times to meet with their customers and then rescheduling the meeting times can take a significant amount of effort.…

Join us in this session for a tour of model-driven apps.  See the OOB features and customization options and how to use model-driven apps to…

Explore how your team can track web traffic with dynamics marketing, automate your response to their behavior, and use scoring to pass interested customers to…

Tired with patching together your digital marketing solution with disparate 3rd party tools? Now is time to make the leap to Dynamics 365 Marketing and…

Most users think the Marketing App is just for the Marketing Team, but is it?  We will discuss the types of communication your organization should…

This session details how to take your Dynamics 365 Implementation to the next level. These tips are all about “the finish” high level professionals put…

Enhanced integration between Dynamics 365 CE applications and Microsoft Teams helps creating a more connected and engaging experience for collaboration across business organizations. Whether you…

Customer service managers are constantly searching for more efficient ways to streamline management of incoming service requests, and the backbone of any customer service center…

In less than an hour, learn over 50 tips and tricks used by Dynamics 365 Financial Reporting users in handling their financial reporting requirements. Sort…

Come join me as I share my first-hand experience as the leading consultant on a Field Service Mobile upgrade project.  If your organization is using…