Remote Assist - Work together from Anywhere with Dynamics 365 Customer Service - April 28- Webinar

Remote Assist - Work together from Anywhere with Dynamics 365 Customer Service - April 28- Webinar

Remote Assist - Work together from Anywhere with Dynamics 365 Customer Service - April 28- Webinar

You can use Microsoft Dynamics 365 Remote Assist together with Dynamics 365 Field Service if you want to automatically log call information to a Field Service work order when you end the call. When you sign in to Dynamics 365 Remote Assist for mobile for the first time, you’re prompted to link Dynamics 365 Remote Assist to Dynamics 365 Field Service.  Microsoft Dynamics 365 Remote Assist for mobile extends the capabilities of Dynamics 365 Remote Assist to work with Android or iOS phones or tablets (in addition to Microsoft HoloLens). Technicians can use their phone or tablet to connect and collaborate with an expert on Microsoft Teams.

In this webinar, we will present the core service module, field service module, and finally remote assist.  These are all connected to Microsoft Power BI & Teams. The full webinar, lots of content, worth 45 minutes.

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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.


The buyer’s journey: Crafting a new story with Dynamics 365 for Sales and Marketing - April 21- Webinar

The buyer’s journey: Crafting a new story with Dynamics 365 for Sales and Marketing - April 21- Webinar

The buyer’s journey: Crafting a new story with Dynamics 365 for Sales and Marketing - April 21- Webinar

When organizations originally implemented a CRM, sales management most often only focuses on sales productivity—visibility into the forecast, pipeline and activity tracking. While this is good, this ended up driving a sales management agenda that manages our sellers versus empowering them to deliver value to buyers.

From our buyer’s perspective, the focus on productivity and lack of understanding of their journey magnify the huge disconnect between the old sales process and the new buyer-centric journey. And because today’s buyers have unlimited resources in the palm of their hands, buyers are finding information on their own, and are ultimately further down their buying journey than ever.

In today’s webinar, we’ll discuss how Dynamics 365 CRM can assist you to optimize the steps in the customer journey:

  • Awareness
    • Accounts/Contacts for B2B/B2C Marketing scenarios
    • Campaigns
    • Lead Generation and Integrations:
    • LinkedIn
      • Forms
      • Extensions from App Source
  • Consideration
      • Nurture Marketing
      • Automate using Power Automate
      • Marketing List
      • Personal Assistant powered by AI
  • Purchase
      • Opportunities
      • Quotes integration with Microsoft Word, SharePoint, and Email
  • Retention
      • Cases for on-going service or after-care support

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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.


Drive Business Success with Dynamics 365 for Sales - April 14 - Webinar

Drive Business Success with Dynamics 365 for Sales - April 14 - Webinar

Drive Business Success with Dynamics 365 for Sales - April 14 - Webinar

There are 6 steps to getting Dynamics 365 for the Sales CRM system to really help your sales reps. to sell more. In this webinar, we’ll cover them: 

  1. The foundation – the 5 screens that every sales rep uses (Accounts, Contacts, Opportunities, Activity, and a dashboard)
  2. Making it easy for the rep, including working on your phone, from home, and directly in Outlook with all your information available
  3. Tools for the sales manager  
  4. Boost productivity with built-in integration to Office, LinkedIn & Accounting info
  5. Generate hundreds of leads to call through marketing campaigns.
  6. Collaborating & Communicating with co-workers and generating proposals and paperwork with Teams

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

[event_details]

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 - April 7 - Webinar

Marketing Automation in the “New Normal” with Dynamics 365 - April 7 - Webinar

Marketing Automation in the “New Normal” with Dynamics 365 - April 7 - 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.

[event_details]

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.


CRM Reporting & Analytics for Driving Sales - March 24 - Webinar

CRM Reporting & Analytics for Driving Sales - March 24 - Webinar

CRM Reporting & Analytics for Driving Sales - March 24 - Webinar

While Microsoft CRM compares favourably with SF.com on its core usage, it really shines with its reporting suite, lets have a look below on what is available in fall 2020.

Webinar Agenda:

  1. The 5 screens at the heart of the CRM (Accounts, Contacts, Opportunities, Activities, and your Dashboards).
  2. Work anywhere (Mobile, out of Outlook)
  3. Core CRM reporting for both reps and sales managers
  4. Advanced reporting
    • Analytics from Power BI
    • Sales Forecasting using Artificial Intelligence (AI)
  5. Pricing

[event_details]

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 Dynamics 365 Marketing Automation: Overcoming the Manual Burden - March 24 - Webinar

Microsoft Dynamics 365 Marketing Automation: Overcoming the Manual Burden - March 24 - Webinar

Microsoft Dynamics 365 Marketing Automation: Overcoming the Manual Burden - March 24 - 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.

[event_details]

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.


Transform Your Customer Service With Dynamics 365 - March 17 - Webinar

Transform Your Customer Service With Dynamics 365 - March 17 - Webinar

Transform Your Customer Service With Dynamics 365 - March 17 - Webinar

Provide seamless, end-to-end customer service experiences within a single solution built on the Microsoft cloud to deliver consistent, connected support to your customers.  In the age of COVID 19, immediate and accurate remote customer support is critical to both your customers and your success.

In this webinar, we’ll cover:

  1. Case management (tracks your customer service calls and emails), does not let them slip through the cracks
  2. Knowledge management
  3. Analytics and Reporting – Power BI, and AI for 2021
  4. Tracking your service costs and performance across both your product lines, individual pieces of equipment, and customers as a whole!

[event_details]

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.


Take your business to new heights with Dynamics 365 - March 10 - Webinar

Take your business to new heights with Dynamics 365 - March 10 - Webinar

Take your business to new heights with Dynamics 365 - March 10 - Webinar

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 2021:

  • 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.

[event_details]

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.


Introducing Vox CRM

Introducing Vox CRM "Quickstart 40" - March 3 - Webinar

Introducing Vox CRM

There are so many new updates and features released in Microsoft Dynamics 365 that are available for both Online and On-Premises, some – for now – is Online only. And as Microsoft Dynamics 365 continues to improve and develop, the frequency of these updates can present a challenge when it comes to an understanding of the latest features and learning how it will benefit your organization. 

As changes are vital for businesses to be as productive as possible, we are hosting a webinar where we will present our team’s favourite Dynamics 365 CRM features in detail!

  1. App Modules
  2. Site Map Designer
  3. Relationship Insights
  4. Relevance Search
  5. Mobile Capabilities
  6. Dynamics 365 for Outlook
  7. Visual Process Designer
  8. Editable Grids
  9. Learning Paths
  10. Integration

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

[event_details]

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.


10 Cool Features You Should be Using in Dynamics 365 CRM - March 3 - Webinar

10 Cool Features You Should be Using in Dynamics 365 CRM - March 3 - Webinar

10 Cool Features You Should be Using in Dynamics 365 CRM - March 3 - Webinar

There are so many new updates and features released in Microsoft Dynamics 365 that are available for both Online and On-Premises, some – for now – is Online only. And as Microsoft Dynamics 365 continues to improve and develop, the frequency of these updates can present a challenge when it comes to an understanding of the latest features and learning how it will benefit your organization. 

As changes are vital for businesses to be as productive as possible, we are hosting a webinar where we will present our team’s favourite Dynamics 365 CRM features in detail!

  1. App Modules
  2. Site Map Designer
  3. Relationship Insights
  4. Relevance Search
  5. Mobile Capabilities
  6. Dynamics 365 for Outlook
  7. Visual Process Designer
  8. Editable Grids
  9. Learning Paths
  10. Integration

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

[event_details]

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.