Artificial Intelligence for Dummies
Dip your toes into the world of AI without the headache! Navigate the AI universe in a fun, interactive, and jargon-free environment, and leave with a toolbox of knowledge, minus the confusion!
Agenda
· AI Fun Facts and Myths
· Types of AI and Examples
· What is Co-Pilot
· How Microsoft Co-Pilot Works
· AI tools and technology that you can use today!
· AI In Action – fun demonstrations with voice assistants
· Questions and Answers
Microsoft Teams AI
Elevate your Microsoft Teams experience by integrating AI capabilities. Discover how AI can enhance collaboration, automate tasks, provide insightful data analysis, and create a more efficient, productive, and innovative workplace environment. Explore various AI-powered tools within Microsoft Teams that make these enhancements possible.
Agenda
· Understanding AI Integration in Microsoft Teams
· How AI Enhances Communication and Collaboration in Teams Automating Tasks with AI in Microsoft Teams
· Explore AI-powered bots and other tools to automate repetitive tasks
· Enhanced Meeting Experience with AI
· Leverage AI for smarter meeting scheduling, real-time transcription, and more
· Data Analysis and Insights with AI
· Learn how to use AI for analytics and deriving valuable insights within Teams
· Interactive Q&A Session
3 Things Every Service Leader needs to know
Empower your service leadership by unlocking the robust capabilities of Dynamics 365 Field Service. Ensure your teams are more connected, proactive, and efficient, enabling exceptional customer service and optimized operations. Harness real-time data, advanced scheduling, and actionable insights to elevate your field service management and deliver results that make a difference.
1. Customer Satisfaction:
Why It’s Important:
Ensuring customers are satisfied with the service they receive is paramount. Happy customers are likely to remain loyal, make repeat purchases, and become brand advocates. To achieve this, service leaders must ensure their teams are well-trained, responsive, and capable of resolving issues efficiently.
How to Address with Dynamics 365 Field Service:
Utilize real-time data and advanced scheduling to ensure that the right service personnel reach the customer promptly. Use customer feedback and analytics to continuously improve service quality and delivery.
2. Operational Efficiency:
Why It’s Important:
Streamlined operations help in providing timely and effective service, reducing costs, and ensuring that resources are used optimally. It’s essential for meeting and exceeding service delivery expectations and standards.
How to Address with Dynamics 365 Field Service:
Leverage the advanced scheduling and resource management features to optimize the deployment of service personnel and resources. Use AI-powered insights and analytics to identify and eliminate inefficiencies in service delivery.
3. Technological Advancement:
Why It’s Important:
Embracing modern technology is vital for staying competitive, enhancing service delivery, and meeting the evolving expectations of customers and the market. Technology can optimize various aspects of field service, from scheduling to real-time communication and reporting.
How to Address with Dynamics 365 Field Service:
Utilize the AI and IoT integration capabilities of Dynamics 365 Field Service to enhance predictive maintenance, automate scheduling, and provide service personnel with real-time information and
insights to resolve issues more effectively.
Recession Proof your Business with Microsoft
Statisticians are predicting a recession in 2024 so it is prudent for a savvy CFO to avoid or reduce the import of a recession on their operations utilizing the features and functionalities found in their ERP system.
Manufacturers and Distributors have seen many recessions over the years, they are normal part of the business cycle. It typically requires a bit of advanced business planning with a focus on revenue preservation, cash flow and investing in technology.
This webinar focuses on some strategies, features in the software that will help you
Agenda
1. Introduction to Business Central
2. Income statements and Balance Sheets with a focus on Liquidity
3. Cash Flow Module with AI forecasting
4. Budgeting
5. Expense Management and approvals
6. Reducing Inventory with supply chain software
7. Increasing revenue streams with Shopify and EDI
8. Increasing customer base with Marketing
9. How to license the software to give flexibility (monthly, annual and team licensing)
4 Steps to Future Proof your Marketing Strategy
Learn how leveraging Dynamics 365 Marketing in your strategy not only enhances customer engagement and automates tasks but also future-proofs your marketing efforts, ensuring resilience, adaptability, and continual growth in an ever-evolving marketplace.
Agenda
1. Unifying existing Marketing Sources and testing new sources
2. Personalize the customer engagement with new environments.
3. Turn to automation and machine learning.
4. Actional insights and Analytics
How Sales Programs improve Reps Performances
Discover how comprehensive sales programs can supercharge your sales team’s performance, leading to enhanced productivity, improved sales metrics, and ultimately, increased revenue for your business.
Agenda
· The Impact of Sales Programs
· What is Gamification in Dynamics 365
· Performance Monitoring Dashboards and the Positive Effects on Rep Performance
· Key Components of Effective Sales Programs
· Practical Implementation Strategies
· Real-World Examples of Improved Sales Performance
· Interactive Q&A Session (10 mins)
Microsoft Service & Field Service
AGENDA
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
- Cases
- Queues
- Auto-creation rules
- Routing Rules
- Subjects
- Knowledge Articles
- Dashboards
Microsoft Dynamics 365 Field Service
- Assets
- Work Orders
- Agreements
- Time Entry
- Scheduling
- Dashboards
Power Apps 101: How to
Power Apps is a Microsoft application development platform that allows users to quickly build custom apps for their business needs with little to no coding, utilizing a straightforward and user-friendly interface to create apps for both web and mobile platforms.
Agenda
· Part 1: Introduction
o What is Power Apps?
o Benefits and Features of Using Power Apps
o Types of Power Apps: Canvas, Model-Driven, and Portal
o Walkthrough of interface
o Prerequisites/Pricing
o
· Part 2: Creating your first App
o Build a simple app
o User interfaces
o Working with Controls, Data and Formulas
o Designer
· Part 3: Distribution
o Model Driven vs Canvas in Power Portals
o Security
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
Reigniting Revenue Streams: Unleashing the Potential of Dynamics 365
- Introduction
- Welcome and context-setting: Why Dynamics 365 matters in the modern revenue landscape.
- Brief on how Dynamics 365 has transformed businesses and rejuvenated revenue streams.
- The Revenue Crisis
- Overview of common challenges businesses face in maintaining and growing revenue streams.
- The role of digitization and integration in addressing these challenges.
- Dynamics 365: A Brief Overview
- Introduction to the Dynamics 365 suite and its capabilities.
- Spotlight on modules most pertinent to revenue generation and management.
- Customer Engagement at the Core
- Dynamics 365’s Customer Engagement tools and their revenue impact.
- Strategies for CRM optimization and ensuring customer-centric operations.
- Streamlining Operations with Unified Processes
- Harnessing Dynamics 365 for Finance and Operations.
- Real-world scenarios where streamlined operations led to faster revenue realization.
- Sales & Marketing Synergy with Dynamics 365
- Exploring the Sales and Marketing modules for maximum outreach and conversion.
- Automation, AI insights, and strategies for personalized campaigns.
- In-depth Analytics for Strategic Decisions
- The role of Power BI and Dynamics 365’s data analytics capabilities.
- Making informed revenue-related decisions using actionable insights.