How to run a Salesforce with Dynamics 365
Join Microsoft & VOX ISM for an informative webinar on optimizing your salesforce with Dynamics 365. This session will address common challenges sellers face and how Dynamics 365 can be the solution.
Challenges Sellers Face
· Complex Sales Cycles: The average sales cycle currently involves more than eleven individuals, both within and outside the organization. This complexity presents challenges for effective communication.
· Insights Utilization: Sellers often struggle to convert valuable insights into effective, personalized outreach, impacting their ability to engage prospects meaningfully.
· Time and Skill Constraints: Many sellers lack the time and skill to demonstrate a deep understanding of prospects’ priorities. This gap can lead to losing potential deals and diminished sales performance.
How Dynamics 365 Can Help
Dynamics 365 offers robust tools to address these pain points by:
· Enhancing Connectivity: Dynamics 365 enables sellers to connect with more stakeholders within a target organization utilizing Microsoft Teams for communication.
· Leveraging Insights: The platform provides actionable insights that can be seamlessly integrated into personalized outreach strategies, helping sellers to engage prospects effectively.
· Streamlining Processes: Dynamics 365 automates routine tasks and standardizes processes, allowing sellers to focus on high-value activities and demonstrate an understanding of customer priorities.
Join us to learn how Dynamics 365 can transform your sales strategy and drive success in today’s complex sales environment.
Excel with Excel
What you’ll learn:
• Copilot for Microsoft 365 Intergration
• Removing Duplicates
• Data Validation
• Math Functions
• Freeze Panes
• Working with Dates
• Search and Replace
• Formulas – IF, TRIM, LEFT, MID, SEARCH
• VLookup
• Pivot Tables, Charts and Graphs
• Working with ERP – Budgets, add/modify/delete
Copilot Training for Dynamics 365
- Training on how to use Microsoft 365 Copilot
- Excel
- Chat
- Outlook
- PowerPoint
- Word
- Presentation on Copilot inside Dynamics 365 and Business Central
- Microsoft AI throughout the Power Platform
- How to write better prompts
- AI Security and Governance
- Next Steps to get started!
Microsoft Portals with Copilot
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
What is Dynamics 365?
Microsoft CRM is a set of integrated, data-driven software solutions that help manage, track, and store information related to your company’s current and potential customers. CRM tools support marketing, sales, and customer service functions and processes for your business. The purpose of todays webinar is to show you how to organize, record, and enable action with customer data and help track and advance customers along every stage of the buying journey. Effective use of CRM can increase your sales by 29% per Foresters!
Topics
- Dynamics 365 Sales: Manage your sales pipeline, track leads and opportunities, and close more deals
- Dynamics 365 Customer Service: Deliver exceptional customer experiences, resolve issues faster, and increase customer loyalty
- Dynamics 365 Marketing: Create and run personalized campaigns, generate and nurture leads, and measure your marketing ROI
- Dynamics 365 Field Service: Optimize your field operations, empower your technicians, and improve customer satisfaction
- Optimize your sales by using Sales Copilot and Power BI!
Teams Premium vs Sales Copilot
Teams’ Premium vs Sales Copilot:
Which One is Right for Your Sales Team?
- Overview of Teams Premium: Explain what Teams Premium is, how it works, and what benefits it offers for sales teams
- Overview of Sales Copilot: Explain what Sales Copilot is, how it works, and what benefits it offers for sales professionals
- Both Teams Premium and Sales Copilot can help you access and analyze your sales data and metrics and provide you with insights and analytics to optimize your sales performance. However, Teams Premium is more focused on enabling your team collaboration and alignment, while Sales Copilot is more focused on empowering your individual sales growth and development. Let’s have a look!
How much $$$ is each product, and what should you use!
To learn more about Teams Premium and Sales Copilot, and how they can help you achieve your sales objectives, register for our webinar today.
Microsoft 365 Office Admin Training 101
User Administration & Management
Understanding Groups and Distribution Lists
Exchange (Email) Administration
Teams Administration
SharePoint Administration
Security
Knowing what you’ve got (licenses, partners, etc.)
Final Comments
Excel with Excel
What you’ll learn:
• Sorting data
• Removing Duplicates
• Data Validation
• Math Functions
• Freeze Panes
• Working with Dates
• Search and Replace
• Formulas – IF, TRIM, LEFT, MID, SEARCH
• VLookup
• Pivot Tables, Charts and Graphs
• Working with ERP – Budgets, add/modify/delete
Forbes Recognizes Microsoft D365 Business Central as the Leading SMB Cloud ERP
Why is D365 Business Central the Best SMB ERP?
Forbes evaluated several ERP solutions based on various criteria, such as features, pricing, ease of use, security, customer service, and integrations. Here are some of the reasons why D365 Business Central stood out among its competitors such as Oracle NetSuite, SAP Business One Professional, and Acumatica:
- It offers robust functionalities for large corporations and enterprises, while also maintaining scalability and affordable option for small to mid-sized businesses.
- It has a transparent-cost model and a no obligation, free 30-day trial allowing you to test its efficiency prior to making a full commitment.
- It has an intuitive and user-friendly interface that ensures that those familiar with Microsoft products will find it effortless to navigate and operate.
- If you need to do business remotely, a comprehensive mobile application is available, enabling you to efficiently oversee your operations wherever you are.
- It has robust warehouse management and reporting capabilities, which help you optimize your inventory and supply chain, and generate financial reports and custom analytics.
- It connects seamlessly with other Microsoft services like Power BI, Power Apps, and Microsoft 365, and of course Dynamics 365 CRM. These integrations help boost your productivity and foster seamless collaboration.
- It has a variety of third-party integrations available through AppSource, which let you connect with popular applications for analytics, commerce, finance, and HR.
To see the Software in operation, choose one of our upcoming software webinars or download previous webinars to see the software in operation.
Excel with Excel
What you’ll learn:
• Sorting data
• Removing Duplicates
• Data Validation
• Math Functions
• Freeze Panes
• Working with Dates
• Search and Replace
• Formulas – IF, TRIM, LEFT, MID, SEARCH
• VLookup
• Pivot Tables, Charts and Graphs
• Working with ERP – Budgets, add/modify/delete