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Microsoft Dynamics 365 Webinars

A selection of our recorded presentations:

Transitioning to the Unified Interface for Dynamics 365

Start planning your transition to the Unified Interface by learning more about the new framework. In this webinar we demonstrate the new UI capabilities, discuss the main navigation changes and explain how this compares to the classic web interface.

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 opportunities, quote management and working with account and contact records.

Demonstrating 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.

Automatically Generate PDFs

Demonstrating how to enable the automatic generation of PDFs from contacts and other entities in Microsoft Dynamics 365. This includes automatically creating PDFs as an email attachment and using email engagement capabilities to schedule messages, track recipient actions and trigger follow-up steps.

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.

Total Expenses App

How Total Expenses helps employees and finance teams handle business expense claims more efficiently. Built on the Power Platform, Total Expenses helps save time by reducing effort to submit and process claims. Data is stored in the Common Data Service (CDS) to apply your logic for accurate capture, inbuilt reporting and quicker processing through Power Apps and Dynamics 365.

Demonstrating Dynamics 365 Integrated Web Portals

Demonstrating how Dynamics 365 is helping businesses improve their service and achieve greater scale by deploying an integrated portal that is accessible 24/7 by their customers, partners and other contacts. We provide an overview of this solution including template options, user permissions and explain how end-users create / read cases, access knowledge records and write data back to Dynamics 365.

Demonstrating Universal Resource Scheduling 

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

Dynamics 365 Project Service Automation

Project Service Automation is an end to end solution helping businesses deliver profitable projects on time and within budget, while increasing productivity. In this webinar we demonstrated a series of Dynamics 365 PSA capabilities including helping sales users quote for project work, managing project resources and checking resource utilisation.

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. 

Demonstrating Orlo Social Customer Care for Dynamics 365

Discover how Orlo is helping organisations engage and delight social customers - building trust and value with each interaction. This presentation includes a demonstration showing how Orlo works with Dynamics 365 case management to enable fast, proactive and informed responses between social media and CRM.

Increase Efficiency With CRM Embedded Marketing Automation

Demonstrating how Dynamics 365 and ClickDimensions embedded marketing automation increases efficiency by bridging the gap between sales and marketing. In this presentation you'll see examples of how these solutions help marketing teams work smarter to attract more leads and engage customers.

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.

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.

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.