Microsoft Dynamics 365 Webinars & Demonstrations

This page displays a variety of webinars and recorded demonstrations hosted by Preact.

Whilst this is a selection we believe you will find interesting and helpful, you can also find more videos on our YouTube channel, including Dynamics 365/ Power Platform updates, feature overviews and short demonstrations of Preact's packaged solutions.

Enable the New Modern Advanced Find for Dynamics 365

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!

Create Real-Time Customer Led Journeys in Dynamics 365 Marketing

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.

How to Navigate Microsoft Dynamics 365 Sales Forecasting

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.

Why use a Custom-Built Microsoft Azure Web Portal

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.

Microsoft Dynamics 365 Team Member Licences & Applications

Quick demonstration of the out-of-the-box experience for Microsoft Dynamics 365 Team Member users.

Microsoft Dynamics 365 Customer Self-Service Portals

In this video we show you three ways Microsoft Dynamics 365 Customer Self-Service Portals can help customers access information without having to call or email in.

Demonstrating What's New in Model-Driven Apps

This demonstration the main changes and developments for model-driven apps (which includes Dynamics 365), set to be released from October 2021 onwards. Features include, multiple app side panes, customising grid columns and editing multiple records.

Contextual Embedded Teams Chat & Channels

What's New in Dynamics 365 Field Service

In this presentation, we demonstrated the latest capabilities from the 2021 Release Wave 1 and shared a selection of recent Field Service feature updates. This includes the new Microsoft Field Service app, Inspections, Resource Schedule Optimisation and updates to the Schedule Board.

Previewing Microsoft 2021 Release Wave 1 for Model-Driven Apps & Dynamics 365 Field Service

In this video we demonstrate a selection of features Microsoft have released for early access preview, as part of the 2021 Release Wave 1. These include exciting updates for Model-Driven Apps that apply to all Dynamics 365 apps, and updates for Dynamics 365 Field Service.

The Art of the Practical - How Artificial Intelligence Can Benefit Your Organisation

Discover how AI solutions can be quickly deployed using prebuilt models, and why you don't need to be a data scientist to reap the benefits. In this video, we share some examples of how artificial intelligence brings direct, bottom-line benefit today. We focus on how AI is delivering value, and how this technology is augmenting processes in Microsoft Dynamics 365 and other business applications.

We've unpacked terms such as Applied AI and Machine Learning to help you understand exactly how AI can be used to transform processes, uncover data insights and enhance service.

Power BI Showcase

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.

Dynamics 365 Sales Hub

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.

Dynamics 365 Customer Service Hub

Overview of how the Customer Service Hub for Dynamics 365 provides a unified view of service issues to help respond to requests and earn customer loyalty through smart, connected processes.

Dynamics 365 Field Service

Microsoft Dynamics 365 Field Service is designed for businesses who undertake work at a customer’s home or premises. This can include installation, scheduled or recurring maintenance, or responding to break/fix issues. In this demonstration you'll see examples of the main processes the application supports including work orders, scheduling and despatching engineers, inventory management, and more!

Dynamics 365 Marketing and How to Personalise Experiences

A recording of our webinar sharing examples of how Dynamics 365 Marketing automates contextual, personalised messaging to increase demand. In this presentation you'll see examples of how Dynamics 365 Marketing defines audience segments and customer journeys to run personalised, targeted campaigns.

Dynamics 365 & Office 365: Better Together for Home Working

Let us guide you through how Dynamics 365 works with Office 365 apps to maintain collaboration in this time of home working. In this presentation you'll see examples of how Dynamics 365 connects with Microsoft Teams, Outlook and SharePoint to support normal operations when staff are working from home.

How Microsoft Teams works with Dynamics 365

Examples of how Microsoft Teams connects with Dynamics 365 including: linking Dynamics records to use Teams chat and collaboration features, pinning Dynamics 365 views to Teams channels and using the Dynamics 365 search bot to find information in Teams.

How to Personalise Surveys & Gain Feedback Insights with Dynamics 365 Customer Voice

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.

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 Sales Insights

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.

Demonstrating Omnichannel for Customer Service - Chat Capabilities

Want to effectively handle all inquiries coming from your web chats? Watch our demonstration on how to use functionality such as queues, transfers and agent skill sets to ensure the right person is dealing with the customer service case.