1. Introduction
   • Brief on Dynamics 365 and its potential impact on businesses
2. Understanding Implementation Failures
   • Common reasons for Dynamics 365 implementation failures
   • The real-world impact of failed implementations on business operations, finances, and morale
3. Early Warning Signs of a Failing Implementation
   • Key indicators that an implementation is off-track
   • Importance of early detection and response
4. Proactive Measures to Avoid Implementation Failure
   • Pre-implementation considerations: understanding business needs, aligning stakeholders, and clear objectives
   • Importance of change management and user training
   • The role of a dedicated project manager and an experienced implementation team
5. Strategies for Rescuing a Failing Implementation
   • Steps to halt, assess, and regroup
   • Rethinking project goals and priorities
   • Leveraging expert consultations and third-party evaluations
   • Addressing technical challenges and user resistance

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

Introduction

• Brief Overview of Dynamics 365

The Problem: Failed Implementations

• Common Reasons for Dynamics 365 Implementation Failures
• The Impact of Failed Implementations on Business

Rescue Strategies for Failed Implementations

• Identifying and Addressing the Causes of Failure
• Successful Case Studies: Turning Around Failed Implementations

Practical Applications

• Demonstration: How to Correctly Implement Dynamics 365
• Best Practices and Strategies for Successful Implementations

Interactive Session

• Hands-On Exercise: Developing a Rescue Plan for Failed Implementations

Conclusion

• Recap of Key Learnings
• Q&A Session
• Closing Remarks and Next Steps

Introduction

• Brief Overview of Dynamics 365

The ROI of Dynamics 365

• Key Features of Dynamics 365 that Drive ROI
• The Role of Dynamics 365 in Cost Efficiency and Revenue Generation

Turning Challenges into Opportunities

• Strategies for Using Dynamics 365 to Overcome Business Challenges
• Case Studies: Maximizing ROI with Dynamics 365

Practical Applications

• Demonstration: Leveraging Dynamics 365 to Enhance ROI
• Best Practices for Using Dynamics 365 to Improve Business Performance

Interactive Session

• Hands-On Exercise: Identifying Opportunities for ROI Maximization with Dynamics 365

Conclusion

• Recap of Key Points
• Q&A Session

Introduction

• Brief Overview of Dynamics 365

Dynamics 365 for Marketing

• Essential Features of Dynamics 365 for Marketing
• The Role of Dynamics 365 in Modern Marketing

Unlocking Growth Opportunities

• Strategies for Using Dynamics 365 to Drive Marketing Success
• Case Studies: Successful Marketing Growth with Dynamics 365

Practical Applications

• Demonstration: Leveraging Dynamics 365 for Marketing Growth
• Best Practices for Implementing Dynamics 365 in Your Marketing Strategy

Interactive Session

• Hands-On Exercise: Applying Dynamics 365 to Your Marketing Challenges

Webinar Agenda:
1. The 5 screens at the heart of the CRM (Accounts, Contacts, Opportunities, Activities, and
your Dashboards).
2. Remote Work
3. Core CRM reporting for the Sales department
4. Advanced reporting
• Analytics from Power BI
• Sales Forecasting using Artificial Intelligence (AI)
5. Pricing of Dynamics 365
6. Q&A Session

Agenda
1. What is Microsoft Dynamics 365
2. The 3 core modules – sales, marketing and customer service
3. Integration into Linkedin
4. Marketing 101 – low cost, high yield methods
5. Advanced Marketing
6. Power Automate and AI
7. Data Mining and Bots