How to choose the right Microsoft Solution that suits your business - August 18 - Webinar

How to choose the right Microsoft Solution that suits your business - August 18 - Webinar

Take the right steps to future-proof your business with Microsoft Business Solutions.

Microsoft offers a market-leading set of business solutions that suits such a wide range of sizes and types that it can be challenging to understand which software works best for your requirements.

Join this exclusive webinar to learn about different Microsoft apps and different markets that they are suited to so that you can get an idea of which software suits your business.

In this webinar, we’ll talk about all the top Microsoft solutions of 2021:

  • Sales: Your sales team needs more than traditional sales force automation to respond to 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.

Details

Date:
August 18, 2021
Time:
1:30 pm - 3:00 pm - ET EDT
Event Category:

This webinar will take place on the Cisco Webex platform. Once registered, we will send you the links required to join the Live Webinar.
Hope to see you at the webinar. For questions, reach out to linda@voxism.com, or call 705-466-7477.


Unlock the hidden value of your field teams to drive more business - August 11 - Webinar

Unlock the hidden value of your field teams to drive more business - August 11 - Webinar

This is our second training session today on Microsoft Field Service.  We will summarize the key features from the 11 AM webinar on “Intro to Microsoft Field Service”, and we will show you the advanced features in the afternoon webinar to allow you to automate Field Service (saving time & effort).

Webinar Agenda:

  1. An Introduction to 2021 Microsoft Technology
  • Automate your Diagnostics, Spare Parts, & Warranty programs
  • What is Microsoft Dynamics 365?
  • TEAMS, & Power BI for reporting – it all works together
  1. Going further with Dynamics 365 for Service
  • General Service
  • Preventive Maintenance
  • Spare Parts
  • Site- Inspections
  • Scheduling/Dispatch
  • Work Orders
  • Asset Management
  • Advanced features:
    • Power BI
    • Teams for collaboration
    • Marketing to grow your business
    • Power Platform
  1. Introduction to Dynamics 365 CRM
  2. The four screens every CRM user should familiarize
  • Accounts
  • Contacts
  • Activities
  • Dashboards & Reporting
  • Your Sales Process

Details

Date:
August 11, 2021
Time:
1:30 pm - 2:15 pm - ET EDT
Event Category:

This webinar will take place on the Cisco Webex platform. Once registered, we will send you the links required to join the Live Webinar.
Hope to see you at the webinar. For questions, reach out to linda@voxism.com, or call 705-466-7477.


Introduction to Dynamics 365 Field Service - August 11 - Webinar

Introduction to Dynamics 365 Field Service - August 11 - Webinar

The Dynamics 365 Field Service business application helps organizations deliver onsite service to customer locations. The application combines workflow automation, scheduling algorithms, and mobility to set up mobile workers for success when they’re onsite with customers fixing issues.

The Field Service application enables you to:

  • Improve first-time fix rate
  • Complete more service calls per technician per week
  • Manage follow-up work and take advantage of upselling and cross-sell opportunities
  • Reduce travel time, mileage, and vehicle wear and tear
  • Organize and track resolution of customer issues
  • Communicate an accurate arrival time to customers
  • Provide accurate account and equipment history to the field technician
  • Keep customers updated with the status of their service call and when it’s resolved
  • Schedule onsite visits when it’s convenient for the customer
  • Avoid equipment downtime through preventative maintenance

Webinar Agenda:

  1. An Introduction to 2021 Microsoft Technology
  • Automate your Diagnostics, Spare Parts, & Warranty programs
  • What is Microsoft Dynamics 365?
  • TEAMS, & Power BI for reporting – it all works together
  1. Going further with Dynamics 365 for Service
  • General Service
  • Preventive Maintenance
  • Spare Parts
  • Site- Inspections
  • Scheduling/Dispatch
  • Work Orders
  • Asset Management
  • Advanced features:
    • Power BI
    • Teams for collaboration
    • Marketing to grow your business
    • Power Platform
  1. Introduction to Dynamics 365 CRM
  2. The four screens every CRM user should familiarize
  • Accounts
  • Contacts
  • Activities
  • Dashboards & Reporting
  • Your Sales Process

Details

Date:
August 11, 2021
Time:
11:00 am - 12:00 pm - ET EDT
Event Category:

This webinar will take place on the Cisco Webex platform. Once registered, we will send you the links required to join the Live Webinar.
Hope to see you at the webinar. For questions, reach out to linda@voxism.com, or call 705-466-7477.


Upgrading, Updating and Backing up Databases - Microsoft Security - August 5 - Webinar

Upgrading, Updating and Backing up Databases - Microsoft Security - August 5 - Webinar

1) Upgrading\Updating

    • Upgrades v. Updates\CU’s
    • Considerations
    • On-premise procedures & recommendations
    • Cloud procedures & recommendations

2) Backing up and Recovering Databases

    • On-premise procedures & options
    • Azure SQL procedures & options
    • Cloud procedures & options

3) Microsoft Security

    • On-premise options
    • Cloud options

4) Closing comments\Questions

Details

Date:
August 5, 2021
Time:
11:00 am - 12:00 pm - ET EDT
Event Categories:
, , ,

This webinar will take place on the Cisco Webex platform. Once registered, we will send you the links required to join the Live Webinar.
Hope to see you at the webinar. For questions, reach out to linda@voxism.com, or call 705-466-7477.


Let It Flow: Bring Automation Into Your Sales & Marketing Team- August 4 - Webinar

Not too long ago, Microsoft introduced an exciting extension to Microsoft 365 known as Microsoft Flow. It’s a cloud-based service that allows you to create automated workflows between your favourite applications and services.  The most common usage in CRM for sales is quote approvals, notifying you of overdue calls to open quotes, opportunities and service issues.  Note 35% of quotes are not followed up on, what is this worth to you?

We will review the key features of Microsoft CRM for sales and marketing, and show you how to automate them to save time and improve your sales.

Details

Date:
August 4, 2021
Time:
1:30 pm - 2:15 pm - ET EDT
Event Category:

This webinar will take place on the Cisco Webex platform. Once registered, we will send you the links required to join the Live Webinar.
Hope to see you at the webinar. For questions, reach out to linda@voxism.com, or call 705-466-7477.


Marketing Automation in the “New Normal” with Dynamics 365 - August 4 - Webinar

Marketing Automation in the “New Normal” with Dynamics 365 - August 4 - Webinar

In this webinar, we’ll cover:

  1. Marketing with Dynamics 365 (Campaign Management, Email Marketing, etc.)
  2. Marketing Automation
  3. Integrations
  4. Lead Management with Dynamics 365

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

Details

Date:
August 4, 2021
Time:
11:00 am - 12:00 pm - ET EDT
Event Category:

This webinar will take place on the Cisco Webex platform. Once registered, we will send you the links required to join the Live Webinar.
Hope to see you at the webinar. For questions, reach out to linda@voxism.com, or call 705-466-7477.


Microsoft Security Online Training Camp - July 24

Microsoft Security Online Training Camp - June 24

As people increasingly shift to remote work, protecting your organization’s information and managing risk should be a top priority. Microsoft Security Online Training Camp teaches you how to take advantage of Microsoft technologies that identify and remediate threats that arise from creating, storing, sharing, and using sensitive data.

In this online training camp, we will give you all the essential tools and materials that will help you to train your staff on data security, cyber hygiene and compliance. Properly preparing the team on security protocols promotes a security-conscious staff that works together to avoid internal risk and external risk in fraud, breaches of data and losses for the company.

How necessary is this Microsoft Security Online Training?

Studies have shown almost 34% of businesses do not consider training employees the first line of defence, leaving them vulnerable and open to cyber attacks. Sadly, if staff don’t know how to protect the company from cybercriminals, who will?

Join Microsoft Solutions Expert – Mike Fontaine and Senior Technology Advisor and Information Systems Expert – Trevor Reid for this one-hour training camp that will leave you confident in your ability to protect your organization’s most valuable asset: its data.

Microsoft Security Online Training Camp will cover:

Overview of Microsoft Security and Compliance

    • Understand and identify the possible threats
    • The “Dark Web” – what you should know about what’s really out there

Security Awareness Training

      • Using the Tools you May Already have (Anti-Phishing\Spam\2fa in O365)
      • Creating an Acceptable Use Policy for the staff
      • Providing Strong Password Training
      • Teach Employees to Identify Threats and Report Problems
      • Use Proper Device Management
      • Remote Access and Wi-Fi Best Practices
      • Organizational Security Awareness and Preparedness (DRPs, exit protocols)

What’s next

      • Security changes that are coming this year (double authentication, etc.)

VOX ISM Security Package

      • A comprehensive collection of security capabilities for the modern organization.

Details

Date:
June 24, 2021
Time:
11:00 am - 12:00 pm - ET EDT
Event Categories:
, , ,

This webinar will take place on the Cisco Webex platform. Once registered, we will send you the links required to join the Live Webinar.
Hope to see you at the webinar. For questions, reach out to linda@voxism.com, or call 705-466-7477.


Transforming Customer Service in the New Normal - July 28 - Webinar

Transforming Customer Service in the New Normal - July 28 - Webinar

Provide seamless, end-to-end customer service experiences within a single solution built on the Microsoft cloud to deliver consistent, connected support across channels.  In the age of COVID 19, immediate and accurate remote customer support is critical to both your customers and your success.  Enhance the customer experience and enable agents to provide answers in real-time from any device.

  • Track customer issues through cases
  • Record all interactions related to a case
  • Share information in the knowledge base
  • Create queues and route cases to the right channels
  • Create and track service levels through service-level agreements (SLAs)
  • Define service terms through entitlements
  • Manage performance and productivity through reports and dashboards
  • Create and schedule services
  • Participate in chats
  • Manage conversations across channels

“Excellent customer service means going beyond meeting your customer’s basic needs. It involves much more than providing information & support in a timely and pleasant manner. More importantly, it means doing everything possible so your customers are not merely satisfied. They’re actually happy with your products and services.”  Forbes Jan. 2021

Details

Date:
July 28, 2021
Time:
1:30 pm - 2:15 pm - ET EDT
Event Categories:
,

This webinar will take place on the Cisco Webex platform. Once registered, we will send you the links required to join the Live Webinar.
Hope to see you at the webinar. For questions, reach out to linda@voxism.com, or call 705-466-7477.


All About Teams: Teams Orientation Webinar - July 27 - Webinar

All About Teams: Teams Orientation Webinar - July 27 - Webinar

Teams is Microsoft’s Hottest Technology in 2021, which provides a unique platform for group messaging for businesses of any size. It is more than a simple chat platform. With Microsoft Teams, it possible for a team in the organization to interact efficiently in real-time. It offers Planner functionality for planning and project management, Skype functionality for chat, Stream functionality for video sharing, SharePoint and OneDrive for file sharing, OneNote for taking and sharing notes directly in the app. There is no more switching required between different apps and windows.

Join us to learn and find the best practices on how to use Microsoft Teams effectively. 

Agenda:

  • Microsoft Teams Overview
  • Creation of Team roles
  • Creation of Team Members
  • Microsoft Teams has replaced Skype
  • Assigning roles and permissions in teams
  • Creation and management of Channels
  • Moderators for the channel
  • Team settings
  • Private Channels
  • Slack vs. Microsoft Teams
  • Best Practices

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

Details

Date:
July 27, 2021
Time:
1:30 pm - 2:15 pm - ET EDT
Event Categories:
, , ,

This webinar will take place on the Cisco Webex platform. Once registered, we will send you the links required to join the Live Webinar.

Hope to see you on the webinar. For questions, reach out to linda@voxism.com, or call 905-840-7477


Boost your email marketing results with Dynamics 365, MailChimp and WordPress - July 14 - Webinar

Boost your email marketing results with Dynamics 365, MailChimp and WordPress - July 14 - Webinar

Mail Chimp is one of the best marketing tools that can easily be integrated with all versions of Microsoft Dynamics CRM. By using it, you can not only create and send bulk emails to hundreds of prospects, but you can also have a comprehensive view of the various statistics of the sent emails. Marketing Campaigns and Marketing lists can be designed and scheduled too.  

In this webinar, we’ll cover:

  • Overview of Dynamics 365, MailChimp and WordPress integration
  • MailChimp Campaigns
  • Email Data Management and Validation
  • Q&A

Details

Date:
July 14, 2021
Time:
1:30 pm - 2:15 pm - ET EDT
Event Categories:
,

This webinar will take place on the Cisco Webex platform. Once registered, we will send you the links required to join the Live Webinar.
Hope to see you at the webinar. For questions, reach out to linda@voxism.com, or call 705-466-7477.