You have Dynamics 365 (CRM) but you’re not quite sure you’re harnessing its full potential. You’ve seen the Microsoft demos, you’ve seen the snazzy videos. How do I get my system to look and perform like the one’s Microsoft and everyone else is always bragging about? If you’re looking for improved sales forecasting, expedited customer service, reduced admin time, access to your information anytime, anywhere, and AI-powered analytics to drive growth, then Vox ISM can help. Here are our 10 proven ways to improve your use of Microsoft Dynamics 365 to get the results you’re looking for.

In this webinar, we’ll cover:

  1. Ditch the client, get the Dynamics 365 App for Outlook
    2. Relationship selling with LinkedIn
    3. Create polished proposals every time with Word Templates
    4. Configure Business Process Flows to standardize and create repeatable processes
    5. Now that you’ve standardized your processes, take advantage of Workflows
    6. Build your Knowledge Base and upload your Sales Literature
    7. SharePoint
    8. Increase your hit rate with synchronized marketing
    9. Utilize Power BI
    10. Train your users

Details

Date:
October 27, 2021
Time:
1:30 pm - 2:15 pm - ET EDT
Event Category:

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.

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