CRM 101
Microsoft Dynamics 365 CRM gives your team a centralized platform to manage customer relationships and streamline the sales process. This introductory session walks through the everyday screens a sales rep, sales manager, and marketer use to track every account, contact, lead, and opportunity — and shows how a little marketing and AI can help you sell more with less effort.
Agenda
• The 5 key screens you will use: Accounts, Contacts, Leads, Opportunities, and Dashboards
• Role-based dashboards: Sales Rep, Sales Manager, Marketing Manager, and Management views
• Activity-based selling: Track what each rep is doing daily
• Lead & opportunity management: Qualify, progress, and forecast deals
• Sell more, do a little marketing: Simple campaigns and automated follow-ups
• Sales forecasting & pipelines: Using AI, including Sales Copilot
• Integration with Office: Outlook, Teams, Word, and Excel
Gmail to Office
Migrating from Gmail to a Microsoft 365 / Office 365 (Exchange) environment primarily benefits organizations by providing significantly larger mailbox storage, deep desktop software integration, and centralized, compliance-driven IT management.
Agenda:
1. Introduction & The "Why"
· Overview: Brief introduction to the session and the top business benefits of migrating to the Microsoft 365 Exchange Online (bemopro.com) ecosystem.
· Highlighting enhanced security, centralized file management, and deeper app integration
2. Scoping & Pre-Migration Planning
· Audit: How to evaluate email volume, data storage needs, and prepare user mailboxes.
· Preparation: Ensuring IMAP access is turned on and gathering necessary admin credentials prior to the transfer.
3. The Data Migration Process
· Methods: Comparison of manual setup vs. automated third-party tools for migrating emails, calendars, and contacts.
· Timeline: Setting realistic expectations around data sync limits and potential downtime.
4. Post-Migration Validation · Checks: How to verify that your inbox folders, labels, and Google Calendar (cloudfuze.com) properties successfully synced to Outlook.
· Troubleshooting: Quick fixes for common sync issues and missing items
5. Training, & Adoption Familiarization: Helping your team adapt from Gmail labels to Outlook folders
CRM Integration to Office
CRM integration with Microsoft Office connects customer relationship management software with Office apps like Outlook, Word, Excel, and Teams to streamline workflows, automate tasks, and centralize customer data.
Microsoft Office CRM integration allows your CRM system to seamlessly interact with Office 365 applications, enabling sales, marketing, and service teams to access customer data, log communications, and manage activities without switching between multiple platforms nutshell.com. This integration can be native, built directly by the CRM provider, or API-based, using Microsoft Graph APIs or third-party middleware nutshell.com. Native integration offers deeper functionality, automatic updates, and easier maintenance, while API-based integration provides greater flexibility and customization options
Agenda:
1. Top 5 examples of Microsoft CRM and Office 365 integration available today
2. Major benefits and an example for each.
a. Centralized Customer Data: Emails, contacts, and calendar events from Outlook can be automatically linked to CRM records, ensuring all interactions are tracked in one place
b. Document Automation: Word templates can pull CRM data for quotes, proposals, and contracts, while Excel integration allows exporting reports for analysis
c. Improved Collaboration: Teams integration enables sharing CRM insights and updates directly within chat or meetings, enhancing cross-department collaboration
d. Efficiency and Accuracy: Automated workflows reduce manual data entry, minimize errors, and save time for sales and service teams
3. How to get started today
Excel with Excel
Microsoft Excel remains one of the most powerful and widely used tools for data analysis, reporting, and automation. In this session, we’ll explore essential features and best practices to help you work smarter, save time, and unlock the full potential of Excel for your business needs. Whether you’re an experienced user or just getting started, this webinar will equip you with practical skills you can apply immediately.
Agenda
· Copilot for Microsoft 365 Integration
· Sorting Data and Removing Duplicates
· Data Validation and Conditional Formatting
· Math Functions and Freeze Panes
· Working with Dates
· Search and Replace
· Formulas – IF, TRIM, LEFT, MID, SEARCH
· VLOOKUP
· Pivot Tables, Charts, and Graphs
· Working with ERP – Budgets, add/modify/delete
By the end of this webinar, you’ll have a comprehensive understanding of how to leverage Excel’s features to improve your daily workflows. Whether you’re creating detailed financial reports, automating repetitive tasks, or analyzing large datasets, this session will sharpen your Excel skills and boost your efficiency. The skills honed in this webinar are also essential for operating Microsoft Business Central, which is why Vox ISM is committed to providing this training.
Hardening Security in Office 365
Your Microsoft 365 tenant is only as secure as its configuration. This session walks through the critical security settings every organization should enable — from email protection and multi-factor authentication to data loss prevention and Secure Score improvement.
Agenda
· Understanding your Microsoft Secure Score and what it means
· Enabling and enforcing Multi-Factor Authentication (MFA)
· Configuring Defender for Office 365: anti-phishing, safe links, safe attachments
· Email authentication: SPF, DKIM, and DMARC setup
· Conditional Access policies for device and location-based security
· Data Loss Prevention (DLP) policies for sensitive information
· Sensitivity labels and information protection
· Security best practices mapped to Microsoft 365 licensing tiers
Eliminate C & D Drives With SharePoint
This session is on eliminating local C and D drives by moving file storage to SharePoint and OneDrive, showing how Microsoft 365 enables centralized, secure, and accessible document management while reducing reliance on local machines and file servers.
Agenda:
· Why organizations eliminate local C and D drives
· Risks of local storage and file servers
· SharePoint vs OneDrive roles and use cases
· Structuring SharePoint sites and document libraries
· Migrating files from local drives
· Syncing files to user devices
· Accessing files from anywhere and any device
· Sharing and collaboration best practices
· Security, permissions, and version history
· Backup, retention, and recovery considerations
· User adoption and change management
· Key takeaways and next steps
CRM for Sales Managers
Microsoft CRM helps a sales manager by providing a centralized platform to manage customer relationships and streamline sales processes. It offers tools for sales pipeline management, contact management, and sales activity logging, ensuring that every account, contact, lead, and opportunity is tracked and managed effectively. The platform also enables sales managers to gain insights into their sales performance, track opportunities, and collaborate with their team more effectively. By using Microsoft CRM, sales managers can improve their productivity, enhance customer satisfaction, and drive sales growth.
CRM Agenda:
· The 5 key screens you will use (Accounts, Contacts, Opportunities, Multiple Dashboard’s, (Sales rep, Sales Manager, Marketing Manager, Mgmt.)
· Sell more, do a little marketing! Included
· Activity Based Selling, track what each rep. is doing daily
· Sales forecasting & Pipelines, using AI, Includes Sales Copilot, AI does the work for you
Vox ISM is Double Microsoft Certified for Dynamics
Vox ISM is Proud to Be Microsoft Certified for Modern Work and Business Applications
Our Microsoft certification isn’t just a badge, it’s a promise. It means we’ve met Microsoft’s highest standards for expertise, performance, and customer success in two critical areas:
- Modern Work: Helping your teams collaborate securely and productively with Microsoft 365, Teams, and advanced cloud tools.
- Business Applications: Streamlining your operations with Dynamics 365 and Power Platform for smarter, faster business processes.
What this means for you:
- Proven Expertise: You’re working with a trusted partner recognized for delivering results.
- Future-Ready Solutions: Access the latest innovations, including AI-powered tools and advanced security.
- Optimized Value: Benefit from best-in-class implementation, training, and licensing options that reduce costs and maximize ROI.
- End-to-End Support: From planning to adoption, we guide you every step of the way.
Partnering with Vox ISM means confidence, innovation, and measurable success, all backed by Microsoft.
Vox ISM is also Microsoft Gold Certified. Being a Microsoft Gold Partner is one of the highest levels of recognition in Microsoft’s partner ecosystem, and it carries significant meaning for our customers.
Here’s what it represents:
- Top 1% of Partners Worldwide: Gold competency is reserved for partners who meet Microsoft’s most stringent requirements for technical expertise, customer success, and ongoing certification.
- Proven Track Record: It demonstrates consistent delivery of complex projects and advanced solutions across Microsoft technologies like Microsoft 365, Dynamics 365, Azure, and Power Platform
Excel like a Pro
Join Microsoft & VOX ISM for an exclusive master class designed for Excel enthusiasts and professionals who wish to leverage the advanced features of Excel. This webinar will guide you through powerful techniques and best practices, including using Power Pivot for data modeling, mastering DAX for complex calculations, and utilizing Copilot for enhanced analytics.
Agenda
· Introduction
· Power Pivot Techniques
· Setting up Power Pivot
· Creating and managing data models
· Connecting to external data sources
· Dax Formulas
· Copilot Analytics (new)
Microsoft Dynamics 365 for Dummies
Join Microsoft & VOX ISM for a free online interactive training webinar for new users on Microsoft Dynamics 365 Sales. Learn why sales professionals love it, how it functions, and its benefits for your sales and marketing teams.
Section 1: Understanding Microsoft Dynamics 365
· Overview of Microsoft Dynamics 365
· Key Features and Benefits
· Different Modules and Their Uses
Section 2: Navigating Microsoft Dynamics 365
· Overview of the Interface
· Navigation Tips and Tricks
· Customizing Your Workspace
· Creating and Managing Accounts
· Using Dashboards
· Generating Reports
Section 3: Sales and Marketing
· Managing Leads and Opportunities
· Automating Sales Processes
· Marketing Campaigns and Analytics
Section 4: Advanced Features
· Integrating with Office 365
· Using Power BI for Data Analytics
· Working with copilot
Section 5: Resources and Support
· Official Microsoft Documentation
· Community Forums and Support
· Further Learning and Certification