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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…
Enhance Dynamics 365 CE Collaborations with Microsoft Teams
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…
Dynamics 365 Customer Service Unified Routing
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…
D365 Financial Reporting: 50 Tips in 50 Minutes
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…
Using Power Automate with Dynamics SL
Your Microsoft Dynamics SL data is one of the keys to your business success. But the data is only valuable if the information gets to…
What’s New in SL 2018 CU Releases
Microsoft Dynamics SL 2018 continues to release new features and updates. Attend this session to learn about what was released through SL 2018 CU4 and…
D365 Field Service Mobile – Upgrade journey to Microsoft’s Power Platform-based app
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…
Using Power Apps with Dynamics SL
Power Apps are a game-changer for your company. Power Apps let you provide Dynamics SL information to the people who need it when and where…
Security and Report Distribution in Management Reporter
Security and Report Distribution are important considerations for handling your financial statements. Management Reporter lets you easily control who has access to reports and data…
A Field Guide to Field Service: Demo, Pros/Cons and Gotchas
Dynamics 365 for Field Service, now on version 8.x, has come a long way since Microsoft first acquired the FieldOne solution and renamed it. But…
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