Drive Business Success with Dynamics 365 for Sales - June 23 - Webinar

Drive Business Success with Dynamics 365 for Sales - June 23 - Webinar

Drive Business Success with Dynamics 365 for Sales - June 23 - Webinar

There are 5 steps to getting a CRM system to really help your sales reps. to sell more. In this webinar, we’ll cover: 

  1. The 5 screens that the reps will use every day (Accounts, Contacts, Opportunities, Activities, and a dashboard to keep them on track.
  2. Sales management tools (Forecasting, reporting, and analytics), how about activity-based selling ABS – (helping your reps. to-do more on a daily basis, and measuring it)
  3. A little on marketing, 65% of the sale is done before they talk to the rep.
  4. LinkedIn integration, know who you are selling to
  5. Communication tools in 2020 – the software is fully mobile, runs out of Outlook, is integrated to your accounting system, and works in Microsoft’s hottest product TEAMS!

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


TEAMS, TEAMS, & more TEAMS - Microsoft's hottest technology of 2020 - June 22 - Webinar

TEAMS, TEAMS, & more TEAMS - Microsoft's hottest technology of 2020 - June 22 - Webinar

TEAMS, TEAMS, & more TEAMS - Microsoft's hottest technology of 2020 - June 22 - Webinar

  • 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.

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


The Top 5 Microsoft Tools for a Canadian Manufacturing company in 2020 - June 22 - Webinar

The Top 5 Microsoft Tools for a Canadian Manufacturing company in 2020 - June 22 - Webinar

The Top 5 Microsoft Tools for a Canadian Manufacturing company in 2020 - June 22 - Webinar

Learn about the top Microsoft tools for Canadian manufacturers and distributors that integrate directly into the ERP and CRM applications that your business needs every day for many situations. We will also demonstrate how you can access documents, emails and calendars from any device, anywhere, host online meetings, collaborate with teammates on projects and safeguard your environment with antivirus and disaster recovery features.

Over 1.2 billion people worldwide use Microsoft products. As more businesses are moving to the cloud, they’re choosing Microsoft tools as their collaborative hub of operations. Microsoft tools have the potential to help companies to work faster and streamline costs.

This webinar gives you an opportunity to see the top Microsoft tools in 2020, and how they are used in the typical manufacturing or distribution company.

Agenda:

– Fully integrated, Business Central, Dynamics 365 for sales and marketing, Office 365

– How Teams has combined Skype, OneNote, and SharePoint

– How customer service representatives use Outlook

– How financial analysts and accountants use Excel

– How Word is used to create killer quote forms

– How Power BI runs an organization by the numbers

VOX ISM will be hosting 105 training webinars in the next ten weeks, yes two every day, for your enjoyment and continuing education, please make us part of your daily routine during our COVID 19 lockdown.

https://voxism.com/events/

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


Data Management: Top 10 best Tips and Techniques for Digital Marketers - June 3 - Webinar VOX ISM

Data Management: Top 10 best Tips and Techniques for Digital Marketers - June 3 - Webinar

Data Management: Top 10 best Tips and Techniques for Digital Marketers - June 3 - Webinar VOX ISM

Marketing has undergone a fundamental shift lately. Gone is the old approach – working off assumptions or a gut feeling. Today, marketers turn to the most reliable source of information: Customer data.

Unfortunately, though, so many marketers still struggle with the data-driven approach. Many often ask us where to find relevant data. Others complain about the lack of tools. They don’t know how to access, analyze, and compare the information they have.

“Using data to understand what customers are doing, or what they’re trying to do, and meeting those needs has never been more prevalent. Tech infrastructures now allow companies to consolidate their data into a single view of customers and act on it very quickly–in an agile manner.”

Join our webinar to learn:

  • What is data-driven marketing?
  • How to Make Your Marketing Data-Driven
  • Tips for data management for digital marketers
  • Dynamics 365 CRM as a Data Management Tool

VOX ISM will be hosting 105 training webinars in the next 10 weeks, yes 2 every day, for your enjoyment and continuing education, please make us part of your daily routine during our COVID-19 lockdown.

https://voxism.com/events/

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

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


Setting up SharePoint for HACCP or ISO9001 - June 2 - Webinar VOX ISM

Setting up SharePoint for HACCP or ISO9001 - June 2 - Webinar

Setting up SharePoint for HACCP or ISO9001 - June 2 - Webinar VOX ISM

When looking up what SharePoint is, you get a lot of different answers from the Internet:

  • Microsoft SharePoint is a browser-based collaboration and document management platform from Microsoft – Wikipedia
  • Microsoft’s content management system. It allows groups to set up a centralized, password-protected space for document sharing. Documents can be stored, downloaded and edited, then uploaded for continued sharing. 
  • SharePoint is a web-based intranet that can help improve your organization’s effectiveness by streamlining and accessing data.
  • An Introduction to 2020 Microsoft Technology
    • Dynamics 365 Customer Engagement
    • Dynamics 365 + Office 365 +LinkedIn = Better Together
    • Mobility, Outlook, & Teams
    • Document Management – (SharePoint)
  • Exploring SharePoint for HACCP or ISO 9001 
    • What is SharePoint?
    • How to can it be used to meet HACCP or ISO 9001 requirements? 
      • Using Power Automate to start Document Approval processes
      • Using Power Automate to initiate Document Reviews at a specific time period
      • Document Version Control
      • Govern and Monitor External Documents
      • Ensure the Documents Constant Accessibility

Satisfying and implementing the ISO standard requirements is a significant undertaking and requires the support of the entire organization. This webinar intends to describe how Microsoft SharePoint can be used as a tool during this undertaking, specifically in satisfying the requirements stated in Section 4.2.3 Control of Documentation in regards to the control of documents throughout their life cycle.

VOX ISM will be hosting 105 training webinars in the next ten weeks, yes two every day, for your enjoyment and continuing education, please make us part of your daily routine during our COVID-19 lockdown.

https://voxism.com/events/

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


What are Power Apps, how to setup, configure and use - June 2 - Webinar VOX ISM

What are Power Apps, how to setup, configure and use - June 2 - Webinar

What are Power Apps, how to setup, configure and use - June 2 - Webinar VOX ISM

PowerApps is an initiative by Microsoft that allows developers and nontechnical users to build mobile applications from selectable templates. The objective of PowerApps is to enable business users to build new capabilities via apps, without requiring that they have code expertise.

  • An Introduction to 2020 Microsoft Technology
    • Dynamics 365 Customer Engagement 
    • Dynamics 365 + Office 365 +LinkedIn = Better Together
    • Mobility, Outlook, & Teams
  • Power Apps 101
    • What are PowerApps?
    • What can I do with it?
      • Model-driven
      • Canvas Apps
      • Portals
    • What are the necessary setups needed to be done?
    • PowerApps Use: An Example
      • Applying customizations on a model-driven app

Microsoft defines PowerApps as a “suite of apps, services, connectors and data platform that provides a rapid application development environment apps for your business needs.”

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


Marketing - 65% of the Sale is done before you talk to the rep - June 1 - Webinar VOX ISM

Marketing - 65% of the Sale is done before you talk to the rep - June 1 - Webinar

Marketing - 65% of the Sale is done before you talk to the rep - June 1 - Webinar VOX ISM

Microsoft CRM combines (CRM, LinkedIn, & Office 365) to manage your sales & marketing to allow you to sell more. In 2020, the days of COVID-19, “65% of the sale is done before you talk to the sales rep“. Are you ready?

In this webinar, we’ll cover:

  • An Introduction to 2020 Microsoft Technology
    • Dynamics 365 Customer Engagement 
    • Dynamics 365 + Office 365 +LinkedIn = Better Together
    • Mobility, Outlook, & Teams
    • Power BI reporting
  • Microsoft CRM for Marketing
    • Campaign Management
    • Lead Generation forms that integrate directly with your CRM
      • LinkedIn
      • WordPress website
    • Automation/Workflow for Campaign Response

A Quick Campaign in Microsoft Dynamics 365 is a single activity distributed to a list of Contacts, Leads, or Accounts. A quick campaign can be created from an advanced find or a marketing list. The activities can be assigned to the owners of the customer records, to a team, a single individual, or added to a Queue.

VOX ISM will be hosting 105 training webinars in the next ten weeks, yes two every day, for your enjoyment and continuing education, please make us part of your daily routine during our COVID-19 lockdown.

https://voxism.com/events/

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


Creating and Managing Workflows using Dynamics 365 for Sales - June 1 - Webinar VOX ISM

Creating and Managing Workflows using Dynamics 365 for Sales - June 1 - Webinar

Creating and Managing Workflows using Dynamics 365 for Sales - June 1 - Webinar VOX ISM

Workflows automate business processes without a user interface. People usually use workflow processes to initiate automation that doesn’t require any user interaction. These allow big-time savings and ensure the correct business processes are followed by your sales reps without manager intervention!

 An Introduction to 2020 Microsoft Technology

    • Dynamics 365 Customer Engagement (the five screens that every rep uses – Accounts, Contacts, Opportunities, Activities, a Dashboard)
    • Dynamics 365 + Office 365 +LinkedIn = Better Together
    • Mobility, Teams, Outlook
    • Power BI reporting

Creating and Managing Workflows using Dynamics 365

    • What are workflows?
    • Elements of a workflow
    • Creating a simple automation/workflow
    • Managing existing or created workflow/automation in Dynamics 365
    • Infinite Loops
    • Checking workflow status

Each workflow process is associated with a single entity. When configuring workflows, you have four major areas to consider:

  • When to start them?
  • Should they run as a real-time workflow or a background workflow?
  • What actions should they perform?
  • Under what conditions should actions be performed?

This webinar introduces how to find workflow processes, describe when to start them, and run in real-time or background. 

Vox will be hosting 105 training webinars in the next ten weeks, yes two every day, for your enjoyment and continuing education, please make us part of your daily routine during our COVID 19 lockdown.

https://voxism.com/events/

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


Teams, Teams, and more Teams - May 13 - Webinar VOX ISM

Teams, Teams, and more Teams - May 13 - Webinar

Teams, Teams, and more Teams - May 13 - Webinar VOX ISM

  • Microsoft Teams Overview
  • Creation of Team roles
  • Creation of Team Members
  • 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.

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


How to Create Dashboards in Dynamics 365 for Sales - May 22 - Webinar VOX ISM

How to Create Dashboards in Dynamics 365 for Sales - May 22 - Webinar

How to Create Dashboards in Dynamics 365 for Sales - May 22 - Webinar VOX ISM

Navigating business can be overwhelming, and, let’s face it, a bit disorganized sometimes. From the goals to the means to get there, there’s a lot to keep track of and never enough hours in the day. Business is a bit like flying – This is probably why pilots always have dashboards in the cockpit to give them the right information at a reasonable distance so they can act quickly in any situation.

Like a pilot, you are cruising along with your business plan and the reality of the market. But don’t you want life to be easier? In order to consistently make the right decision with your enterprise, you need the right info at hand. Pilots have dashboards. Why don’t you have a dashboard, too?

In this session, we’ll discuss how:

    • Microsoft Dynamics 365 offers you a full 360-degree view using Dashboards.
    • Learn how to create one (15-mins or less!) quickly

Don’t want to do it yourself? Ask help from our dashboard experts!

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