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Driving eCommerce Success in an ever-changing world
Today’s world, more than ever, is wrapped around eCommerce. Many companies that were pure B2B are making the transition to support eCommerce demands. This session…
Measuring Digital Transformation with business adoption
Dynamics 365- Sales & Marketing, FieldServices, Dynamics 365 ecommerce and Power Platform. Whether you are building your own practice or leading and delivering the digital…
Dynamics 365 Finance & Operations and Customer Engagement: Interface Strategies Using Azure Integration Tools
Gain an understanding of the myriad of Azure services for integrations including Logic Apps, Service Bus, Event Hub, Azure Functions, and API Management. Learn the…
Asset Management vs. Field Service
As a business, it is important to maintain equipment. This may be your own equipment or another company’s equipment. What is the best system to…
To Rebate or Not To Rebate: New Rebate Management Module Demystified
Rebating requirements can be complicated. Microsoft recently released a brand new rebate management module in D365 which offers new ways to address these requirements. Learn…
Top 10 things every Solution Architect MUST KNOW
This session is not just for Solution Architects but those who aspire to become one someday as well. Understanding all of the products, features, and…
Understanding Bank Reconciliations in Business Central
Business Central contains two different methods of reconciling bank statements. During this session, we review each of these methods and review how to import bank…
Tools, Tips and Browser Tricks to Troubleshoot Dynamics 365 Customer Engagement Power Apps
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…
To Customize or not to Customize
A walk through of customization options versus configuration options within D365 Takeaways: 1- Gain insights into when it makes sense to configure versus customize…
The Power of D365 Sales
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 Data Shows No Emotion: Four Focus Areas to Achieve CRM Data Quality.
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…
The Apps of Wrath: Migrating from Dynamics On-Premise to Online
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…
Sales Tax Round Table
This session will bring together sales tax experts to discuss and answer questions on; 1. Trends in Sales and Use Tax Compliance 2.…
Optimize customer interactions with the schedule board
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.…
Model-driven what?
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…
Making the most of your website with Dynamics Marketing
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…
Making the Leap to Dynamics 365 Marketing
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…
It’s About Time: Better Activity Management with D365
Learn how to improve adoption, analytics and AI through better activity management Most teams struggle to get full adoption of activity management. Users often…
Is the Marketing App Just for Marketing?
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…
I’m still On-Prem, which Online tools can I use?
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…
Upcoming Special Events
San Diego, CA
March 17-19, 2025
