
5 Benefits of Capturing E-Signatures with a DocuSign Connector for Dynamics 365
WEBINAR: How to Personalise Customer Journeys with Dynamics 365 Real-Time Marketing
Learn how Dynamics 365 real-time marketing enables organisations to engage customers across multiple touch-points to grow relationships. In this presentation, we will demonstrate how teams can benefit from real-time marketing capabilities by sending personalised messages that react to customer-led actions.
Find more videos on our YouTube channel, including Dynamics 365/ Power Platform updates, feature overviews and demonstrations of Preact's solutions.
A key component of Microsoft’s Power Platform, Power Automate is a cloud-based tool enabling users to quickly and easily build automation workflows with drag-and-drop tools and hundreds of pre-built connectors – including a Dataverse connector to integrate with Dynamics 365.
In this webinar, you’ll see practical examples of how organisations use Power Automate to increase productivity by simplifying routine tasks.
The 2022 Release Wave 1 for Microsoft Dynamics 365 will be deployed to all online environments from April. In this presentation, we demonstrate a selection of the latest features across Dynamics 365 Sales, Customer Service, Marketing and Field Service modules, and the Microsoft Power Platform.
With every release cycle for Microsoft Dynamics 365, comes a fresh wave of new features. Some of these are immediately evident, while others are out of sight, just waiting to be enabled, but offering the potential to benefit end-users and administrators.
In this webinar, we turn the spotlight on a selection of capabilities recently added to Dynamics 365 Online and the Microsoft cloud platform, which you may have missed.
In this video we outline the different ways you can use modern advanced find, and how you can define a new query, work with edit filters and view lists!
Using clever AI, Dynamics 365 users can quickly extract insights from a large amount of text to ensure no key detail is missed. This is particularly useful when you collect feedback and process other free text to identify the next best action. The Insight Generator will break this data down into categories, to analyse sentiment and provide individual actionable insights.
Evolve how you connect with customers and prospects with Dynamics 365 Real-Time Marketing. Beyond segmenting, is triggering journeys based on actions your customers take in real time. With AI and natural language input assistance, business users can build event-based journeys that reach customers across multiple touch-points, growing relationships from prospects, through sales and support.
Sales forecasting in Dynamics 365, allows organisations to track performance, proactively identify issues in the pipeline and change strategies to optimise results. Drill down into specific opportunities to truly understand your current sales situation and how you could improve it.
Built on the Microsoft Azure platform, custom portals avoid the additional costs of logins, and is a more flexible product that can be easily shaped to fit your UI and feature requirements.
Quick demonstration of the out-of-the-box experience for Microsoft Dynamics 365 Team Member users.
Microsoft Power BI is a powerful business analytics solution that enables anyone to easily visualise and analyse their data. In this presentation we demonstrated how Power BI provides actionable insights from Microsoft Dynamics 365 and other data sources to help you run your business with informed data-driven decisions.
Demonstrating how Customer Voice, allows businesses to manage all feedback requirements in one place. From creating and distributing surveys, to tracking responses, creating visualisations and planning follow-up actions.
Microsoft's Sales Insights add-on for Dynamics 365 Sales, is a powerful AI tool that immediately boosts sales performance. In this presentation, we will walk you through the main features of Sales Insights, and the practical day-to-day usage of these elements.