Join us for an online training session on Dynamics 365 Field service. In this session, we will cover what is in CRM vs what is in Dynamics 365 Field service. Participants will get an understanding of how the Dynamics 365 Field Service processes, system architecture and the application streamline and support your front-line workers.

Detailed Agenda 

• Overview of Dynamics 365
• What is CRM vs Field Service?
• Field Service configuration and set up
• Demonstration of field service concepts

– Resources

– Scheduling Board

– Service Types

– Incident Types

• Administration
• Customization
• Mobile User Interface

Whether or not it’s your responsibility to build, come join us for this webinar and make sure you know how to create sales metrics in Dynamics 365 for Sales.

Agenda:

1. What is Dynamics 365 CRM

2. Using Metrics to track your team’s targets (weekly, monthly and quarterly)

3. Using filters and views

4. Exporting to Excel

5. Dashboards

6. Power BI

7. AI

Virtual selling is not new as sales conversations have been taking place on the phone without actually being the same physical location, but they’re definitely is an art to selling in a remote meeting. This webinar will cover some of the basic principles, strategies as well as technology in order to sell like a boss remotely.

Agenda

1. The importance of being prepared

a. Ensure you have an agenda

b. Review your notes

c. Stage your environment

d. Prepare objection/rebuttals in advance

2. The importance of reliable technology

a. Rebooting your computer

b. Plug directly into the internet

c. Shut down all other connected devices

3. Body Language, Eye Contact, Sound Quality

a. Turn on the webcam

b. Ditch the PJ’s!

c. Move the images of the participants below the camera

4. Leverage Teams

a. Use the AI coach with Power Point

b. Use the Whiteboard to illustrate

c. Record the meeting in Teams

d. Turn on sound suppression in Teams

e. Turn on lighting adjustment in Teams

5. Use CRM

a. Record your notes in CRM

b. Send back clean paperwork

c. Share the video

d. Book the follow-up

In this webinar, we will explain “What is a sales pipeline and how do you use it?

When people think of sales, they often think of the close of the sale, but to truly understand the closing process you must look at the entire process from beginning to end. If you understand and are able to identify when the prospect engages initially with your organization and how they move through the different stages, then you can build a sales pipeline and manage small problems before you lose the opportunity. This is the true value of using a CRM system like Microsoft Dynamics 365 for Sales.

Agenda ·

What is a sales pipeline?

What are the stages of a sales pipeline?

How do you build a healthy sales pipeline?

How do you evaluate a sales pipeline?

How do you work with reps to improve the sales pipeline?

Sales Pipeline Steps

1. Prospecting

2. Lead Qualification

3. Sales call, Demo or Meeting

4. Proposal

5. Negotiation and commitment

6. Contract signing

7. Post Purchase

Meet today’s challenges by bringing your customers and business together with the next generation of Microsoft’s CRM & ERP Cloud applications.

A 15-minute walkthrough of all the software working together in 2022:

• Sales: Your sales team needs more than traditional sales force automation to respond to today’s today’s unpredictable selling environment.  We will cover the 5 screens each sales rep uses every day, sales management tools and forecasting, supported by marketing and social.
• Accounting: Redefine your traditional bookkeeping & accounting operations. Automate processes to increase efficiency. Decrease operational expenses and financial complexities, and get the reporting you need to improve your business.
• Manufacturing: Quote, cost, and track your work.  Advanced production scheduling, full traceability, supply chain optimization, all standard with Microsoft for manufacturing.
• Distribution: Track inventory movements and transactions in real-time. Optimize day-to-day warehouse operations by optimizing order processing to procurement, inventory tracking, shipping, logistics and financial management. This way, you gain control, with a 360-degree view of all areas of your business, on your dashboard or phone.
• Management reporting & analytics: There are 4 levels or methods of getting reports/analytics with Microsoft: (1.  550 configurable standard reports, 2. Management dashboards by department, 3. Power BI for analytics, 4. Artificial intelligence suggestions, then how about a quick look at Jet Reports (Excel Based Reporting).
• Microsoft TEAMS for communications and coordination: Teamwork and collaboration are fundamental to build resilience for your people, teams, and organization. Empower people to be productive and secure as they adapt to working in new ways with Microsoft 365 and Microsoft Teams.
• Microsoft Software Pricing, and software implementation timelines

If you can’t make it, register now, and we’ll send you a link to the webinar recording once it’s ready.

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.

Agenda:

· Contact Management

· Pipeline Management

· Configuring the screens

· Dashboard and Reports

Welcome to this fun and informative training session on how to become a Dynamics 365 System Administrator. We will cover the basics of working in the Dynamics 365 environment, give you advanced knowledge in administrative processes and guide you and your users to the best resources available.

Agenda:

1. Basic Information

a. Applications

b. User Permissions

c. Workflows

d. User Options

e. User Settings

f. User preferences

2. Administrative Functions

a. Global Applications

b. Assigning licenses

c. Security

d. Backups/Restore

e. Password Management

3. Support

a. Training Agendas

b. Quick Start Guides

c. Checklists

d. How to articles

e. Videos and Links to the best blogs and community support

f. Resources