Top 10 ways to improve your use of Microsoft Dynamics 365 (CRM) – October 31 – Webinar

Microsoft Dynamics 365 CRM

You have Dynamics 365 (CRM) but you’re not quite sure you’re harnessing its full potential. You’ve seen the Microsoft demo’s, 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’s our 10 proven ways to improve your use of Microsoft Dynamics 365 to get the results you’re looking for.

Webinar Agenda:

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

Jim Heaton_Vox ISM

Jim Heaton

President, Vox ISM

Jim graduated from Victoria Park High school, University of Toronto, and has a Western MBA. Jim started out as an accountant and has worked in the IT industry for the last 30 years. He is the president of Vox ISM, which has twice won a two-time Microsoft Partner of the Year award winner (#1 of 12,000 Microsoft Partners). Read Full Bio

Jacob Steinfeld_Vox ISM

Jacob Steinfeld

Microsoft Dynamics CRM Expert

Jacob is a Microsoft Certified CRM Sales Consultant with Vox ISM. He provides on-site and remote customer training as well as direction and guidance throughout our Dynamics 365 implementations. Jacob specializes in automation and CRM configurations and often presents at our free webinars, providing insights, best practices, and sharing his knowledge of new features in Dynamics 365. He is also part of Vox ISM’s Project Management Team. Read Full Bio


October 31, 2018
2:00 pm - 2:45 pm - ET EDT
Event Categories:

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, or call 905-840-7477

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