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
Microsoft Software for Canadian Business in 2024
Introduction:
- Brief welcome and overview of the webinar’s focus on Microsoft Copilot, Power BI, and Microsoft Business Central.
- Quick outline of how these tools are shaping Canadian business landscapes in 2024.
Microsoft Copilot: Enhancing Business Operations with AI
- Overview of Microsoft Copilot’s features and its role in modern business environments.
- Discussing the benefits and innovative uses of Copilot in Canadian businesses.
Power BI: Transforming Data into Business Insights
- Introduction to Power BI and its capabilities in data analysis and visualization.
- Exploring how Power BI drives decision-making and strategy development in various industries.
Microsoft Business Central: Streamlining Business Management
- Discussing the comprehensive features of Microsoft Business Central.
- How Business Central integrates with other Microsoft tools to provide a unified business management solution.
Combining Microsoft Tools for Maximum Efficiency
- Strategies for integrating Copilot, Power BI, and Business Central.
- Real-world examples of Canadian businesses successfully utilizing these tools.
Microsoft CRM Sales & Marketing, Working together
Unify your Sales and Marketing teams with Dynamics 365 to create a seamless, efficient, and collaborative environment. Experience enhanced communication and data sharing, ensuring both teams have access to real-time insights and customer information. This integration enables more effective targeting, personalized marketing strategies, and a streamlined sales process, leading to increased customer satisfaction and boosted revenue. With Dynamics 365, break down the silos, align your teams’ goals, and watch your business flourish as your teams work together more efficiently and productively than ever before.
There are 6 steps to getting Dynamics 365 for the Sales CRM system to really help your sales reps. to sell more. In this webinar, we’ll cover them:
1. The foundation – the 5 screens that every sales rep uses (Accounts, Contacts, Opportunities, Activity, and a dashboard)
2. Making it easy for the rep, including working on your phone, from home, and directly in Outlook with all your information available
3. Tools for the sales manager
4. Boost productivity with built in integration to Office, LinkedIn & Accounting info
5. Generate hundreds of leads to call through marketing campaigns.
6. Collaborating & Communicating with co-workers and generating proposals and paperwork with Teams