# D365CE / CRM
Users won't fully adopt CRM until their leadership does. In this session you will learn the role of management - from the front-lines to the c-suite - in managing a CRM project, in adopting CRM, and in using CRM to drive change within their businesses. Executives will leave with a clear understanding of how to drive change - even transformation - by using the power of CRM. Project leaders will leave with a checklist for getting, and keeping, the c-suite engaged in your project. The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
The cost of storage and API calls in the Common Data Service and Dynamics 365 can be a concern for many organizations. The good news is there are ways to reduce your cost for storage and for integrations by leveraging Virtual Entities. In this session we'll take a look at building a custom data provider that connects to Azure SQL and eliminates the need to push certain kinds of data out of your Azure hosted or on-prem databases and into the potentially more costly CDS storage for your Model Driven App to consume. The content of this session is geared toward an audience with advanced-level knowledge of the subject area.
In this session a panel of industry professionals will discuss how challenges faced from COVID-19 impact the ability to support customer needs and how the Power Platform can meet the demand. The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
The technological landscape is continuously evolving as the field worker population consistently dwindle at a rapid pace (due to retirement). In this session, we will show a hands on demonstration of how Field Service can be transformed using the HoloLens 2 and Remote Assist. Less experienced or skilled workers can use the HoloLens 2 with Remote Assist to obtain visual guidance to solve complex problems in the field. The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
Do you wish you could shop multiple carrier rates and manage all parcel shipping without leaving Dynamics 365? Want to get customers the cheapest rates and the fastest delivery times in seconds? Hyland’s Standard Homeopathic Director of IT, Steve Hey, shares results from Hyland's implementation of a real-time, integrated shipping solution inside Dynamics 365. Learn about the company's journey and the business impact of faster, easier, unified shipping. The content of this session is geared toward an audience with beginner-level knowledge of the subject area. This session will be available for CPE credits pending completion of session survey post event.
Dynamics 365/CDS security is not applied automatically in Power BI. This session will cover all the pitfalls of the security model so you know how to avoid them and ensure people only see the right records. Either if you are connecting directly to CDS, or use either the Data Export Service or Data Lake. There's additional flexibility in this setup where we can tailor what data we show users. Session includes a demo of the methodologies, the POA table, and how some security roles can be exported to Power BI and used to apply similar security requirements in the reports. The content of this session is geared toward an audience with advanced-level knowledge of the subject area.
Staying connected to customers is more important than ever before. Engaging customers the way they want means empowering organizations to act on insights across the entire journey, build life-long relationships, and create trustworthy selling and service experiences that are consistent, personalized, and always-on. This session will cover key Dynamics 365 product announcements and the partner opportunity to help companies create meaningful customer experiences in a rapidly changing environment.
Welcome to the CRMUG General Session here at Community Summit NA 2020 as we gather virtually as a community for the very first time! This jammed-packed session will cover community updates, how to make the most of your week here, All Star award recognition and more! Don’t miss out as we wrap up the first full day of Community Summit in style!
Using Typescript in the Microsoft Power Apps and Dynamics 365 environment has become the preferred method by most in the industry for streamlining client side development. However, code reuse and unit testing typescript as well as integrating Typescript into your release pipelines can be a bit of a conundrum when it comes to enterprise applications. In this session we'll look at getting started using Typescript in Power Apps and Dynamics 365 and then taking that Typescript to the next level by adding both unit tests and code modules for reuse as well as integrating Typescript into your Azure Devops pipeline. The content of this session is geared toward an audience with advanced-level knowledge of the subject area.
If you have the daunting task of training a large workforce or one spread across the country, we can help you wrangle them in and do a bang-up job! We will provide the necessary tools! We have successfully trained nearly 1,000 users in 150 offices, with only one dedicated CRM resource.
How can you manage your paper-based AP operations with a distributed workforce? You really can’t if everyone is working from different locations. If this year has shown us one thing it’s that companies MUST take everything digital and provide access to company data from anywhere to maintain and grow their business. DocLink extends the value of your Dynamics ERP not only by allowing you to go paperless, but also automating your entire AP process from POs to payments. In this session you’ll hear from DocLink customers who have achieved success in going digital, and you’ll learn how you can: • Eliminate paper and manual processes • Capture and access documents instantaneously • Streamline and accelerate approvals • Automate 3-way matching Join us to learn how to gain improved efficiency, visibility and control by going paperless and touchless in AP. This session is for the following products: Dynamics GP, AX, Nav, SL, D365 F&O and D365 Business.
Seismic bridges the gap between Sales and Marketing with dynamic, field-ready content, optimized to increase sale velocity and sales revenues. Our solution helps maximize Sales and Marketing ROI with unprecedented capabilities for sellers to pick, personalize, and prepare content where they work most, in Microsoft Dynamics. With Seismic for Microsoft Dynamics, sellers are more productive, the sales cycle is shorter, and Microsoft Dynamics usage is higher. Join Seismic’s VP of Product, Tom Strader, in this partner solution session and learn how your teams can sell more efficiently while creating a better buyer experience.