5 ways to get the most out of your Microsoft CRM software
Customer Relationship Management (CRM) solutions add value to almost every business. They enable you to track customer information and interactions in one central database that all of your employees have access to. This means that everyone from Customer Service, to Sales, Marketing and Accounting can all refer to one single view to gain accurate and reliable customer insight. The question is – are you using the software effectively and what could you do to improve and optimize its usage and adoption in your company.
Agenda:
- Integrate account data
- Enable collaboration
- Classify accounts
- Predict customer preferences, needs and behaviour
- Establish KPI’s and dashboards to measure the effectiveness
This webinar will take place on Microsoft Teams. 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 +1-705-466-7477.
New Sales features in Microsoft Dynamics 365 | Wave 2 Update
The 2021 release wave 2 for Dynamics 365 brings innovations that provide you with significant capabilities to transform your business. The release contains hundreds of new features across Dynamics 365 applications, including Business Central, CRM sales & marketing, Office (TEAMS, Power BI, and Flow).
Dynamics 365 Sales Dynamics 365 Sales is the market-leading sales application that empowers every organization to sell more by understanding their customers and the way they want to buy—powered by data, intelligence, and experiences that people love. Dynamics 365 Sales is centred on the customer relationship. It helps organizations understand customer needs and drives more relevant and authentic engagements, enabling sellers to sell more efficiently.
Dynamics 365 Business Central For 2021 release wave 2, Business Central investments center on helping users get to productive usage faster, whether they are new or existing customers. We expand the built-in tours to cover more standard entities for better onboarding of additional business roles. We continue our Better with Microsoft 365 investment by bringing further capabilities to the Business Central and Teams experience. Finally, and not least, we continue our rapid expansion to more countries and regions
Power BI is investing in three key areas that drive a data culture: unique data experiences, modern enterprise BI, and insights where decisions are made. Power BI Desktop includes many new capabilities for users to create content quickly and easily, enabling authors to empower their users, enterprise-grade content creation, and AI-infused authoring experiences. Power BI Mobile adds split-view support for iPad. Power BI Service integrates with Azure Synapse to automatically create and manage materialized views on larger Power BI models and enhanced integration with SharePoint lists to build additional custom reports. We continue to enhance our data protection capabilities enabling customers to classify and label sensitive data.
What’s new in Microsoft Teams has added 50 new features for the fall
VOX ISM is uniquely able to present a fully integrated solution, as we are Canada’s only triple gold Microsoft Dynamics Partner. Please join Manufacturing Mike and the entire VOX ISM team online on Nov 10.
This webinar will take place on Microsoft Teams. 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 +1-705-466-7477.
Power BI - How to Get Started, The Project Plan to Get Going, & Best Practices
Often managers struggle to get information out of their ERP system to make strategic changes in a timely fashion. It is usually difficult or too costly to gather the information or the tools are too cumbersome and expensive. If you have attended our previous Power BI sessions, then you have seen and experienced how easy and powerful the solution is, yet implementing a power bi project can be complex and challenging.
This webinar will show you how to align the goals of management with department performance, how to monitor the quality of data and avoid many mistakes, rework or additional costs. Our objective is to help you build out an implementation roadmap to move your company forward with Power BI, which will directly result in better performance and revenue growth!
Agenda:
1. Overview of what Power BI can do for you
2. What is Power BI Desktop?
3. What is Power BI Pro?
4. What is Power BI Premium?
5. What is the difference between Power BI Pro vs Premium in terms of functionality?
6. What is the difference between Power BI Pro vs Premium in terms of cost?
7. What are the strengths and weaknesses between Power BI Pro vs Desktop?
8. How can a small business reduce the overall cost of Power BI, and what should the strategy be?
9. Jet Reports for Financial Reporting
10. Q&A Session
This webinar will take place on Microsoft Teams. 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 +1-705-466-7477.
Marketing Automation in the “New Normal” with Dynamics 365
In this webinar, we’ll cover:
- Marketing with Dynamics 365 (Campaign Management, Email Marketing, etc.)
- Marketing Automation
- Integrations
- 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.
This webinar will take place on Microsoft Teams. 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 +1-705-466-7477.
Backing up, Restoring and Securing your Cloud and Azure systems
Protect the critical communications and data in your Teams, Outlook, SharePoint, and other Office 365 applications, whilst delivering the best of Microsoft 365 to your organization.
Join security experts from Microsoft and Vox ISM for all the latest details and best practices on Microsoft 365 productivity tools and backing up your Microsoft 365 applications. See for yourself how the data created in your environment can be protected and secured. Register for this webinar to discover:
– The impact of the growing use of Microsoft 365 Productivity tools
– The need for a third-party backup solution
– An answer to these concerns: Co-Development of a Fit for Purpose Backup
– Insights into Cloud Backup
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.
Power BI 201 - Advanced Level Online Training Workshop
This session will cover:
– Visualizations, Linking Tables and Dashboards – an Overview
– Drill through functionality aka ‘taking your users through a data journey across many tabs’
– Using images as slicers
– MTD, YTD vs previous year
– Fiscal Year and Fiscal Period
– AI Decomposition Tree
– Scatter Charts/Correlation
– Modelling or ‘What-If’ inputs/variables
Why this training?
You can learn at your desk with our sample datasets, with an easy to follow instructions using the free version of Power BI desktop.
Participants will receive the recorded version of the webinar in addition to the training PowerPoint.
How will it benefit me?
- Understanding the trends and outliers in your business can aid in making informed decisions that can result in success.
- Turning data into knowledge that can help drive your business, providing insights for better business decisions.
- Time Analysis is significantly easier when using a tool like Power BI.
What are the objectives of the training series?
Upon completion, learners will be ready to model data and build amazing analytics in real-world scenarios, such as analytics on sales data, financial data, or manufacturing or distribution data.
Who is the target audience?
Anyone who has attended one of our previous training session on Power BI 101 and wants to step up their skills.
This course is not for beginners.
Users will be expected to know the fundamentals of getting data, creating visuals and working with basic Dax formulas.
Prerequisites:
- You should have a laptop.
- Download Power BI to your desktop/laptop
- Download sales data into Excel from your ERP system (we will provide if you forget)
- Invoice #, Amount, Customer, Date are the minimum fields
- Country, City, Sales Rep, Part, Product Types are recommended if available
This webinar will take place on Microsoft Teams. 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 +1-705-466-7477.
TEAMS, TEAMS, & more TEAMS Microsoft's Hottest Technology
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.
This webinar will take place on Microsoft Teams. 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 +1-705-466-7477.
Upgrading Microsoft On-Prem ERP/CRM Software to the Cloud
Microsoft Promo for existing Dynamics OnPremise Customers
Transform your business by migrating to the Cloud. Existing Dynamics customers who have licensed Dynamics 365 Business Central on-premises or Dynamics NAV can renew their Enhancement on a monthly basis by purchasing Dynamics 365 Business Central online licenses at a 60% discounted price. Customers will have 4 years to make the transition to the Cloud.
Promo runs from September 1, 2021, to June 30, 2022.
Why Microsoft Dynamics 365 is so popular?
With the cloud-first approach of Microsoft, CRM and ERP customers are increasingly adopting the cloud and moving from their current On-premises CRM/ERP system to the cloud. The reason is simple – when you are on-premises, you spend more time and money on maintaining the software. You will need more resources to stay up and running and to have a scalable solution for your changing business needs. In long term, it is not going to help.
Why do businesses feel reluctant in moving to the cloud?
The other side of the picture says that businesses had already invested a lot of money to have on-premises Dynamics CRM/ERP solutions and now they are being influenced to migrate to the cloud by spending more money. The move is not so easy and it will pose a number of challenges as well. Businesses will have less control over their servers and the data import performance may get affected due to the cloud environment.
Improve security, privacy, and reliability
Get peace of mind knowing your sensitive business data is stored in highly secure, state-of-the-art data centers owned and managed by Microsoft. Your data will be there when you need it, thanks to a 99.9 percent uptime service-level agreement (SLA).
Enable scalability and flexibility
Support business growth without costly changes to your IT infrastructure, including the ability to quickly activate and deploy new users.
Free up IT resources
Improve IT productivity by reducing the complexity associated with managing hardware and software and providing support. Eliminate the hassle of software maintenance tasks—such as backups, upgrades, and patches—and free up IT staff to focus on strategic planning and other high-priority work items.
Bring all your data together
Typically, customer relationship management (CRM) and enterprise resource planning (ERP) data have been maintained separately. Dynamics 365 lets you connect this data for a 360-degree view of your business and access it from familiar solutions like Microsoft 365 and Microsoft Power BI.
Adapt to your business needs
Enhance your Dynamics 365 experience with prebuilt business applications, developed by Microsoft and select partners and available through the Microsoft AppSource marketplace. If your business has a unique need, build apps using Microsoft Power Platform and then customize and extend them.
Increase collaboration and productivity
Enhance teamwork and boost productivity by accessing information from anywhere, at any time, from any device. Enable remote employees to share information in real-time, allowing for easier and more efficient collaboration.
Empower your organization to do more
Give your team the tools and information they need to compete, succeed, and excel by providing access to innovations like AI and predictive analytics.
This webinar will take place on Microsoft Teams. 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 +1-705-466-7477.
Upgrading, Updating and Backing up Databases - Microsoft Security - September 15 - Webinar
Online security is a real and present threat to both public and private sector organizations. Preventing attacks, protecting your data, and mitigating risk is key to managing your organization’s privacy and security, safeguarding your own data and ensuring the security of confidential client information.Join this webinar to learn about what you need to do to increase your security and minimize your risk of cyber-attack.
In this webinar, we’ll cover:
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.
Manufacturing a better future with Microsoft - September 2
Manufacturers are continually embracing new technology, whether it’s robots, automation, 3D printing, or new materials. They seek to reduce costs and improve efficiencies, the volume, velocity, and variety of captured data increases. This data is useless unless you have tools to transform the data into information and then later apply it to improve costing, tracking and scheduling. But are spreadsheets really the answer? And is your existing ERP system already having trouble keeping up with the pace? Maybe it’s time to look at Microsoft’s latest technology in 2021 for manufacturing and accounting ERP systems.
Join this exclusive webinar to look at Microsoft’s ERP solution for the manufacturing industry – Business Central in the cloud!
In this webinar, we’ll cover:
- Top Tips and Tools to Simplify Manufacturing Issues by Manufacturing Mike
- Microsoft for Manufacturing – 2021 Technology
- Q&A
If you can’t make it, register now, and we’ll send you a link to the webinar recording once it’s ready.
This webinar will take place on Microsoft Teams. 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 +1-705-466-7477.
