Microsoft CRM for Dummies
Agenda:
Microsoft Dynamics 365 for Sales & Marketing,
• The 5 screens at the heart of the CRM (Accounts, Contacts, Opportunities, Activities, and your Dashboards).
• 5 more screens that you will love in
The Microsoft Technology in 2024
• Dynamics CRM 365 + Office 365 + Copilot
= Better Together
· Mobility, Outlook, LinkedIn integration
Portals, Plugins and Power Pages
Microsoft has released new tools for building client portals. These portals allow partners, vendors, clients, and other stakeholders to securely access specific parts of a company’s network. Users are restricted to the sections they are granted access to, keeping the rest of the network secure. With these tools, Power Apps makers can create external-facing websites that display necessary data securely.
What You Will Learn
- About Portals: Collaboration, Accessibility, Customized Content, Connected Devices, Better Communication, Improve Customer Loyalty, Enhance Customer Service, Increase Productivity, Reduce Errors, Increase Responsiveness, Analytics, Security.
- Design:
- Portal Design: Create portals using the WYSIWYG Power Apps Portals Studio.
- Configuring Components: Set up components on webpages.
- Connecting Lists and Views: Integrate lists and views from Microsoft Dynamics 365.
- Copilot Integration
Sales and Marketing in Dynamics 365
What’s new in Microsoft CRM & Dynamics 365 in Fall 2024
· Use Copilot to identify the best prospects and leads based on your preferences and criteria
· Automate your outreach and follow-up activities with personalized messages and reminders
· Get real-time insights and recommendations on how to improve your sales performance and customer satisfaction
· Integrate your sales data with other Microsoft tools such as Outlook, Teams, and Power BI
By the end of this webinar, you will have a clear understanding of how Microsoft CRM and Sales Copilot can save you time and effort, with a potential of a 20% improvement in sales!
Best Practices for Implementing Microsoft ERP/CRM/ and Copilot
· What’s new in Microsoft CRM in Fall 2024
· Use Copilot to identify the best prospects and leads based on your preferences and criteria
· Automate your outreach and follow-up activities with personalized messages and reminders
· Get real-time insights and recommendations on how to improve your sales performance and customer satisfaction
· Integrate your sales data with other Microsoft tools such as Outlook, Teams, and Power BI
By the end of this webinar, you will have a clear understanding of how Microsoft CRM and Sales Copilot can save you time and effort, with a potential of a 20% improvement in sales!
CRM - Using Microsoft Sales Copilot
Increase your sales by 20% by using Microsoft Copilot for CRM Sales is an AI assistant designed for sellers to maximize productivity and close more deals. It brings next-generation AI and sales insights from their CRM platform into the Microsoft 365 productivity tools that they use daily like Microsoft Outlook, Microsoft Teams, and Microsoft Word. Best of all Sales Copilot is included with your Microsoft CRM sales license -savings of $40 per month!
Sellers can work more efficiently and improve customer experiences with email assistance, personalized sales content creation, AI-generated insights, and recommendations for next steps. Sales managers can empower their teams with AI-powered manager insights and collaboration tools. Copilot for Sales can also be configured according to your business needs. Copilot for Sales is included with Microsoft Dynamics 365 Sales can be configured to connect to Business Central.
Agenda:
- What is new with Microsoft CRM Sales/Marketing in Fall 2024
- Selling more with Sales Copilot, top 5 things to do to get started
- What you should show your sales reps in the new software to sell more!
CRM for Dummies
Agenda:
1. What is CRM
2. Contact Management
3. Leads and Opportunities
4. Products and Services
5. Quotes and Orders
An Introduction to Microsoft CRM
· What’s new in Microsoft CRM in Summer 2024
· Use Copilot to identify the best prospects and leads based on your preferences and criteria
· Automate your outreach and follow-up activities with personalized messages and reminders
· Get real-time insights and recommendations on how to improve your sales performance and customer satisfaction
· Integrate your sales data with other Microsoft tools such as Outlook, Teams, and Power BI
By the end of this webinar, you will have a clear understanding of how Microsoft CRM and Sales Copilot can save you time and effort, with a goal of a 20% improvement in sales!
Microsoft CRM for Service with Copilot for Microsoft 365
In this webinar, we will cover the main components of both Microsoft Dynamics 365 Customer & Field Service CRM and find out which service solution best fits your business today, provides the right answers and resources for the way you work and allows you to stay agile and adapt at the pace of business in 2023
Microsoft Dynamics 365 Customer Service
- Copilot with Microsoft 365
- Queues
- Auto-creation rules
- Routing Rules
- Subjects
- Knowledge Articles
- Dashboards
CRM Reporting & Analytics to Drive Sales in 2024 with Copilot for Microsoft 365
Webinar Agenda:
1. Copilot for Microsoft 365
2. The 5 screens at the heart of the CRM (Accounts, Contacts, Opportunities, Activities, and
your Dashboards).
3. Work anywhere (Mobile, out of Outlook)
4. Core CRM reporting for both reps and sales managers
5. Advanced Reporting
• Analytics from Power BI
• Sales Forecasting using Artificial Intelligence (AI)
6. Microsoft 2023 Pricing
A Walkthrough of Microsoft CRM
Agenda:
· Contact Management
· Pipeline Management
· Configuring the screens
· Dashboard and Reports