# CE

# CE
CONTENT

...
+1
...

Using Power Virtual Agents with Power Apps Portals

For many organizations, front line sales and support is owned by employees. What if it didn't need to be?  Join us for a session dedicated to how Power Virtual Agents can add immediate value to your Power Apps (or other!) portals. Session Level: Intermediate

...
...

Change Requires Management - The Secret to CRM Success

Why do so many CRM projects ‘fail’, or at least not achieve all of their objectives? A major reason is that the business is not properly prepared for the change brought by the new system. Andrew Bibby, Microsoft MVP, discusses some of the primary change management obstacles typically encountered on Dynamics 365 CRM projects. Then, using methods backed by 20 years of independent research by Prosci, he will put forward ways in which you can address these problems and increase your chances of project success! The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

...
+4
...

SMB Customer Success Panel

In this session we will interview successful end -users on best practices user adoption. This session will particularly address the planning, alignment, and adoption strategies for SMB organization. The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

...
+2
...

Considering CRM? Try Using What You Already Own!

CRM can make a significant impact when it is well executed.  One of the most challenging aspects of an implementation is the integration.  The next most challenging aspect is the change management.  Attend this informative session to learn how Stonewall Kitchen and Innovia worked together to achieve amazing results using the built in Relationship Management in NAV/Business Central. Level: Basic

...
+1
...

FetchXML, Lets get the data hidden in Dynamics 365

In this presentation I plan to show, what is FetchXML. Simply Created with Advanced Find, and more powerfully with XrmToolBox's FetchXML Builder.  I will compare the two, strengths and weaknesses, and demonstrate how to use them to get data out of Dynamics 365.  So after we have created the FetchXML, I will demonstrate how to FetchXML in SSRS, C# code for Console Apps, and Liquid in Portal Pages. The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

...
+2
...

Top 10 Things You Probably Don't Know About Dynamics 365 Customer Service

Join Sarah in this session where she will go through the top 10 things you probably won't know related to Microsoft Technologies in Customer Service. This session will cover features WAY beyond just the base Customer Service app, and sure you'll probably know a few, but will you know them all?! Tune in to find out and get up to date with Customer Service functionality.

...
+3
...

Next Level Customer Service with Omnichannel Engagement

Level up your customer service solution with features of Omnichannel Engagement Hub and how they can take your customer service solution to the next level. We will look at the benefits of the multi-session dashboards, real time engagement such as chat, advanced case routing and sentiment analysis. The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

...
+1
...

Using the Common Data Service to Integrate D365 Finance and Operations and Customer Engagement

You'll see the steps and in-depth detail of the tasks required to use CDS to bring data elements back and forth between D365FO and CE. We will also discuss some of the business outcomes that a customer will want to achieve in doing so. Join this session to learn about the different ways to integrate data and Microsoft's newest framework Dual-Write. Participants will learn: 1. Microsoft's Roadmap for Dynamics 365 Integration 2. How to set up and configure Dual-Write 3. Understanding of available tools to integrate Dynamics 365 data The content of this session is geared toward an audience with intermediate-level knowledge of the subject area. This session will be available for CPE credits pending completion of session survey post event.

...
+3
...

CI in 60: D365 Customer Insights Showcase

Do you have critical customer data in multiple databases? Are you looking to consolidate true customer profiles and use machine learning capabilities to drive predictive sales, marketing, or service? This 'CI in 60' session will give you the ins and outs of using Customer Insights across multiple data sources, as well as provide a glimpse into the power Customer Insights provides organizations of any size. The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

...
+4
...

Star Search: Jumping on Stage to Present at UG Summit!

Have you ever wanted to be up on the Opry stage? Maybe the Opryland Conference Center? Now is your chance to learn what it means to be a speaker at User Group Summit! Practice your banjo, shine your belt buckles and get ready to join the lineup next year. We will share with you the process of session submission, selection and presentation prep so you are ready for wherever 2021 will take us! The User Speaker Cultivation program started this year and you can learn what that means and hear the results. It will be a toe tapping good time! The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

...
+5
...

From Quotes in Customer Engagement to Sales Orders in Finance and Supply Chain: Oh My!

Come learn how the James M. Pleasant Company (JMP) improved its CE quoting process with an integration to sales orders in Finance and Operations.  JMP leaders will show their solution using  Power Automate (Flow) to send  quotes from CE to Sales Orders in D365FO. The solution allowed the company to standardize its packaging options - live data pulling from one source! If time permits, we will showcase a few other ways JMP is using the Power Platform. The content of this session is geared toward an audience with intermediate-level knowledge of the subject area. This session will be available for CPE credits pending completion of session survey post event.

...
+2
...

Top 3 Problems Every CPQ Buyer Faces

David Allison, CPQ Product Owner for Cincom, will share insights into the problems that CPQ Buyers face, a few issues that no one is currently addressing, and how CPQSync may offer solutions and insights for Partners and Customers of Dynamics365CE.