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Microsoft Dynamics 365 Webinars

Showcasing Integrated Web Portals for Dynamics 365

In this presentation, we'll demonstrate how Dynamics 365 is helping businesses improve their service and achieve greater scale by deploying a integrated portal that is accessible 24/7 by their customers, partners and other contacts. We'll provide an overview of this solution including template options, user permissions and we'll explain how end-users use integrated self-service portals to create / read cases, access knowledge records and post web forms that write data back to Dynamics 365.

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A selection of our recorded presentations:

What's New in Dynamics 365 - Version 9

In this presentation we discuss the main changes in D365 Version 9 and demonstrate new features including the Unified User Interface, Virtual Entities, Multi-Select fields and updated security controls. 

Demonstrating Dynamics 365 for Sales Teams

An introductory presentation demonstrating how Microsoft Dynamics 365 fits needs of selling teams. In this webinar we featured Outlook email tracking in Dynamics 365, sales insight analytics, process flows to manage leads and opportunites, quote management and working with account and contact records.

Demonstrating Microsoft Dynamics 365 Customer Service

See examples of how connected Microsoft Dynamics 365 solutions enable organisations to deliver a unified customer service experience across multiple channels and touch points. In this demonstration we include case management, self-service portals, unified service desk, interactive service hub, voice of the customer services and Power BI service analytics.

Field Service for Microsoft Dynamics 365

Discover how Microsoft Dynamics 365 helps field service teams transform their processes to increase customer satisfaction and resource productivity. 

Dynamics HR Management

Dynamics HR Management is a complete human resources solution fully embedded in the Dynamics 365 platform. This offers a collection of HR apps to support the entire employee lifecycle from recruiting, staff administration to talent management. In this presentation we will demonstrate how Dynamics HR Management reduces the workload for HR teams and increases productivity for all employees.

Demonstrating Microsoft Social Engagement

We demonstrate how Microsoft Social Engagement creates new insights and how it helps businesses communicate effectively across social channels. We also explain why Microsoft Social Engagement is relevant for sales, marketing and customer service teams, and how this integrates with Dynamics 365.

GDPR Management Solution for Microsoft Dynamics 365

Demonstrating a new solution developed by our friends at Data8 that aims to alleviate the complexity of complying with the General Data Protection Regulation (GDPR) within Dynamics 365 for easier governance of personal data. In this presentation, we demonstrate how Data8 Provenance helps businesses manage key aspects of this regulation including the ‘right to be forgotten’ and tracking consent statements.

How To Solve Your CRM Data Quality Problems Before GDPR

Our guest presenter, Dr Andrew Eaton from data solutions experts, Data8 discusses frequent CRM data quality challenges, and why these need to be overcome before the looming GDPR deadline. You'll hear practical steps you should take now to address data quality problems in readiness for the GDPR.

GDPR: The Impact On CRM & How To Prepare Your Workforce

In this presentation, with our guest hosts from specialist technology law firm, Clayden Law and award-winning e-learning provider, Me Learning we shared insights about the critical changes when GDPR comes into effect and discussed how this will affect organisations usage of CRM systems. We also introduced training solutions to help organisations get to grips with GDPR and prepare their workforce across multiple roles.

ClickDimensions & Emarketing: Best Practices for GDPR Compliance

In this presentation with ClickDimensions we discuss a series of considerations and actions before GDPR comes into force. We cover ClickDimensions role as a data processor and what it is doing to support its customers in demonstrating GDPR compliance. This presentation also features examples of ClickDimensions marketing campaign automation for Microsoft Dynamics 365 to manage double opt-in processes.

Power BI Showcase

Microsoft Power BI is a powerful business analytics solution that enables anyone to easily visualize and analyze 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.

Microsoft Dynamics 365 - Gamification

Microsoft Dynamics 365 Gamification builds on fantasy sports to increase business productivity through user engagement and competition. Users can participate in individual and team competitions that motivate them to achieve performance targets by offering prizes and recognition. 

With KPI's that reflect any activity data tracked by Dynamics 365, Gamification motivates users to do more.

Demonstrating Microsoft Dynamics NAV 2018

Microsoft Dynamics NAV is an integrated, flexible enterprise resource planning (ERP) solution that helps small to medium size businesses connect their sales, purchasing, accounting and inventory management. In this presentation, we teamed up with Total Enterprise Solutions to provide an introductory demonstration of Dynamics NAV 2018.

Editable Grids & More Dynamics 365 Functions You Might Not Know

Introducing new editable grid capabilities for Microsoft Dynamics 365 and demonstrating examples of more recent CRM additions including embedded Power BI dashboards, organisation insights and business rules.

Demonstrating CRM Integrated Web Portals

Introductory demonstration of the customer self-service web portals for Microsoft Dynamics featuring how they enable organisations to increase scale by deflecting service cases with knowledge sharing and improve client satisfaction.


How Sharepoint Integrates with Microsoft Dynamics 365

In this webinar with our guest presenter, Valto IT, we provided an introduction to Sharepoint Online and we shared examples of how Microsoft Dynamics 365 and Sharepoint integrate, and how these capabilities can be extended.

How to Fix, Find & Prevent Duplicate Records in Dynamics 365

Duplicate records are the biggest cause of CRM quality control issues and in this presentation we’ll introduce a new solution developed by our friends at Data8 that makes duplicate records a thing of the past. Duplicare uses bespoke rules to de-duplicate, quickly merge and standardise multiple records all at once in Dynamics 365 or CRM 2016.

What's New in Microsoft Dynamics - A Brief Guide

Demonstrating the latest Dynamics CRM features and improvements released in 2015 & 2016 our presentation features new Excel / Word templates, Voice of the Customer surveys, Microsoft Social Engagement integration, Interactive Service Hub, new CRM mobile form controls, Office 365 Groups integration with Dynamics, theme records and much more.

  

Power BI - Bring Your Business Data to Life!

Power BI enables you to get rapid insights from your business data, any way, anywhere. Transform Microsoft Dynamics CRM, Google Analytics, Excel and your other data into rich visuals so you can stay in the know, spot trends as they happen – and push your business further.

   

Marketing Automation & CRM: Building The Bigger Picture

CRM and marketing automation systems differ in their business goals and features but when combined they enable communications to be targeted with precision to achieve a better customer experience and more effective sales cycle.

Preact teamed up with email marketing and automation experts, dotmailer to demonstrate how marketing automation and CRM brings sales and marketing teams together with a single integrated multi-channel solution.