Building Business Value Across the Microsoft Stack
VOX ISM Recognized by CIOReview: Building Business Value Across the Microsoft Stack VOX ISM is proud to be featured in CIOReview’s Microsoft Dynamics 365 Solutions of the Year in Canada 2026, highlighting the company’s commitment to helping organizations realize the full value of…
Roadmap for CRM
This session reviews the Dynamics 365 CRM roadmap (Customer Engagement), explaining Microsoft’s release wave model and highlighting what’s coming across Sales and Customer Service, with a focus on Copilot, AI agents, automation, and analytics so organizations can plan adoption and prioritize the…
Service Organization Software
This session focuses on Dynamics 365 Customer Service, showing how Microsoft’s CRM platform supports modern service organizations with case management, omnichannel engagement, Copilot assistance, automation, and analytics to improve customer satisfaction, agent productivity, and service…
Configurating Dynamics 365 CRM
Getting Dynamics 365 CRM configured correctly from the start saves time, reduces frustration, and drives user adoption. This session walks through the key configuration steps — from entity setup and security roles to workflows, dashboards, and integrations — so your CRM works the way your business…
CRM 101
Microsoft Dynamics 365 CRM helps your sales team manage customer relationships, track opportunities, and close deals faster. This session is designed for teams new to CRM or evaluating Microsoft's platform — you'll see the key screens, dashboards, and workflows that make CRM easy to adopt and…
Scheduling Service Workers
Managing a mobile workforce requires real-time scheduling, dispatching, and visibility. This session covers how Microsoft Dynamics 365 Field Service helps you schedule, dispatch, and track service workers — optimizing routes, reducing downtime, and improving first-time fix rates. Agenda · Overview…
Roadmap for CRM
This session reviews the Dynamics 365 CRM roadmap (Customer Engagement), explaining Microsoft’s release wave model and highlighting what’s coming across Sales and Customer Service, with a focus on Copilot, AI agents, automation, and analytics so organizations can plan adoption and prioritize the…
CRM Dashboards
This session demonstrates Microsoft’s prebuilt Dynamics 365 Sales dashboards delivered through Power BI apps, how those dashboards can be accessed and consumed inside Dynamics 365, and how the Data Exploration Agent enables users to ask questions, explore trends, and understand drivers behind sales…
Running a Sales Department with CRM
CRM Agenda: · The 5 key screens you will use (Accounts, Contacts, Opportunities, Multiple Dashboard’s, (Sales rep, Sales Manager, Marketing Manager, Mgmt.) · Sell more, do a little marketing! Included · Activity Based Selling, track what each rep. is doing daily · Sales forecasting & Pipelines,…
What is XRM? Using Dynamics 365 to Manage All Communication
Microsoft XRM manages and strengthens customer relationships by centralizing customer data to improve sales, marketing, and customer service processes. It provides a unified platform for businesses to track leads, manage sales pipelines, automate tasks, and gain insights through analytics and AI…