Microsoft CRM for Marketing

CRM or Customer Relationship Management software is designed to best answer the needs and requirements of customers in an automated way. When you combine your marketing strategy with marketing automation, you will find new prospects faster, deliver the right message at the right time, and automatically nurture them to sales-qualified leads.

Come join us on this fun interactive webinar we will discuss and demonstrate how to increase your company sales by 30% using sales automation software.

1. Improve customer pitching as a result of better understanding where they are in the buying cycle

2. How to generate effective loyalty programs

3. Making the most out of leads

4. How to handle complains

5. Develop marketing strategies, separating existing customers from prospects

6. Managing opportunities

7. Keeping top of mind with your customers

8. Boost call performance

9. Automate, everything, everywhere

Business Central CRM (Sales & Service)

These two applications — Office 365 and Business Central — are at the core of Microsoft’s digital transformation strategy. The path to digital transformation, according to the Microsoft, is to:

· Engage customers

· Optimize operations

· Empower employees

· Transform products

Microsoft’s direct integration to Outlook provides users with the ability to see all related financial information for a customer or vendor in one spot. You can drill down, view YTD sales or other customer issues.

Microsoft’s direct integration to Excel provides users with the ability to export, modify and import any data, making it easy to report and maintain.

Join us on this webinar to see

· Outlook

o How to turn on the Outlook integration

o How to connect Outlook Contacts to Business Central

o How to use and navigate the embedded app

o Limitations and Benefits.

· Excel

o How to turn on Edit in Excel (or restrict access)

o Demonstration of adding/updating records

o Limitations and Benefits.

We’ll briefly discuss other Office Integrations such as word, SharePoint, teams, flow, power bi but spend more time on the most common applications in a deeper dive.

Microsoft Business Central CRM for Sales

What is the difference between Business Central Sales Functions and Microsoft CRM for Sales, which product should you use?

Business Central Sales functions and Dynamics CRM for Sales are very similar, I will cover what is the same, and what is the differences below.

To see the software in action, attend todays webinar at 1:30, registration link is here:

Microsoft Business Central CRM for Sales


1. Both have Accounts, Contacts, Opportunities and Quotes

2. Both are connected to Teams and Power BI

3. CRM for sales and BC have a connector that insures that contacts and accounts are the same, enter them in either system and it moves to the other system automatically!


1. CRM for Sales has a marketing module

2. CRM for Sales has better activity management

3. CRM for sales has connection to LinkedIn


When to buy CRM for Sales

If you have 3 or more sales reps, I would buy CRM for Sales. If you are the owner and doing all the sales for the company, I would use your BC license, you already own it!

Microsoft Dynamics 365 Customer & Field Service CRM

Join us for a 45-minute webinar on to learn about the new capabilities in Dynamics 365 Customer Service and Dynamics 365 Field Service

· A simplified set-up experience.

· New schedule board and map capabilities.

· How knowledge articles and virtual assistants on the mobile app help technicians.

· A new portal for your customers to self schedule and view a technician’s estimated arrival time.

We’ll discuss how to enable these capabilities in your environment, and you’ll have an opportunity to ask questions of product team members.

CRM for Small - Medium Business| CRM That's Easy to Use

CRM for Small - Medium Business| CRM That's Easy to Use

Save time, save money, and grow your business.  This is the purpose of a CRM and so this session is designed for small business leaders seeking to understand how best to manage customer relationships and encompasses everything from business strategy and HR to sales, marketing, events, and more.

We’ll cover which Dynamics 365 offering is right for you? What features do you need? Do you have the people and processes in place to get the most out of whichever one you choose?

This session is designed to help business leaders better understand effective CRM and identify the right solution for their business–but it’s about much more than software; effective CRM requires appropriate team structures, intradepartmental collaboration, and process efficiency.

Packed with tactics and strategies that will save your company thousands of dollars and man-hours, this webinar will answer the most pressing questions that will make the biggest impact on your sales.

Microsoft CRM for Service

Microsoft CRM for Service

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 2022

Microsoft Dynamics 365 Customer Service

· Cases

· Queues

· Auto-creation rules

· Routing Rules

· Subjects

· Knowledge Articles

· Dashboards

Microsoft Dynamics 365 Field Service

· Assets

· Work Orders

· Agreements

· Time Entry

· Scheduling

· Dashboards

An Introduction to Microsoft CRM

An Introduction to Microsoft CRM

In this webinar, we are going to introduce you to the key features of Dynamics CRM. This webinar is designed for those new to the sales team, sales processes or CRM software.


· Contact Management

· Pipeline Management

· Configuring the screens

· Dashboard and Reports

CRM Reporting & Analytics for Driving Sales

CRM Reporting & Analytics for Driving Sales

While Microsoft CRM compares favourably with on its core usage, it really shines with its reporting suite, lets have a look below on what is available in 2022.

Webinar Agenda:

  1. Everything works together in the Cloud in 2022
  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 2022 Pricing

CRM within Business Central

CRM within Business Central

A Dynamics 365 Business Central (BC) includes “Relationship Manager.” This is basically “light CRM” functionality that is great for managing all your company’s relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships to grow your business. This CRM system within BC helps companies stay connected to customers, streamline processes, and improve profitability.

The most important benefits are:

  • if you are an existing Business Central customer you already own this software, thus no licensing costs!
  • It is fully integrated to Outlook and your Manufacturing process.


  1. Present CRM with BC – the actual software
  2. Sales reporting
  3. Costing and implementation