CRM for Dynamics 365 Web Series – Now Available On-Demand!

CRM webinar series 300x225 CRM for Dynamics 365 Web Series – Now Available On Demand!

To kick off 2017, PowerObjects hosted a nine-session series of Microsoft Dynamics 365 educational webinars that covered a range of topics from apps, to design, to learning paths and more.

If you weren’t able to catch all of the sessions, you are in luck! The entire web series was recorded and is available for you to watch anytime on our webinars-on-demand page. Here is an overview of the nine sessions:

CRM for Dynamics 365: What’s New Overview 

This session explores and demos what’s new with the CRM for Dynamics 365 update. For those on previous versions of Microsoft Dynamics CRM, you’ll learn what’s changing and what’s staying the same.

Speaker
Tad Thompson CRM-MCT
Senior Technical Advancement Developer, PowerObjects

CRM for Dynamics 365: What’s New in Field Service

The service industry continues to become more transient with our mobile workforce but the need for system tracking and maintenance remains constant. This session explores how the new field service functionality can anticipate, automate, and even help prevent system disturbance.

Speakers
Bill Kern
Solution Design Consultant, PowerObjects

CRM for Dynamics 365: App for Outlook 

Outlook and Microsoft Dynamics CRM have always played nice but, now their super powers have been combined to be better, stronger, and more streamlined.  In this session, we see how old friends like knowledge base articles, sales literature, and email templates can be pulled in directly from CRM to emails. The result will help you work faster and more efficiently while still tracking all client activities from Outlook into CRM.

Speaker
Avni Pandya
CRM Training Consultant, PowerObjects

CRM for Dynamics 365: Relationship Insights

Explore the new relationship insight functionality that Sales Managers and CRM administrators have been craving, displayed visually within your Dynamics 365. See the amount of time dedicated to an opportunity or the health of a client relationship at the record level without having to ask the account executive.

Speaker
Tad Thompson CRM-MCT
Senior Technical Advancement Developer, PowerObjects

CRM for Dynamics 365: Mobile Features

See all the new bells and whistles that empower us to do our jobs via our pockets. Learn about the new streamlined interface that won’t do the job for you, but nudges you in the right direction by putting content and priority a tile away.

Speaker
Michael Rich
Solution Design Consultant, PowerObjects

CRM for Dynamics 365: What’s New in Portals

Portals are the gateway for your CRM for Microsoft Dynamics 365. They give users access, but not too much access.  This session explores how to make your customer, business partners, or employees’ experience better via the updated functionality. If you currently have a portal or are looking to add a portal, make sure to watch this session!

Speaker
Tad Thompson CRM-MCT
Senior Technical Advancement Developer, PowerObjects

CRM for Dynamics 365: Designing the User Experience

Designing your CRM for Dynamics 365 just got a little bit easier. We’re talking about any business application needed for your CRM for Dynamics 365 system: entities, charts and business process flows would be some examples. Learn about the drag and drop functionality in designing these applications and, get this, the drag and drop designer extends to the site map. Yes, that means designing with NO CODE.

Speaker
Avni Pandya
CRM Training Consultant, PowerObjects

CRM for Dynamics 365: Learning Paths

Have you ever leveraged a “how to” YouTube video? Or used a step-by-step guide to complete a task?  In this session, we will demo this functionality and explore the CRM for Dynamics 365 Learning Paths. That’s right, learn CRM while navigating CRM!  Learn how this will look and feel within your system and start planning on how you can leverage this for training and onboarding needs!

Speaker
Gretchen Opferkew CRM MVP
Director of Education, PowerObjects

CRM for Dynamics 365: What’s New in Project Service

Project managers rejoice! This session dives into how Microsoft project can now connect to CRM for Dynamics 365 – staffing that project just got easier! Build your project plan, staff your plan and repeat–now that you have this new functionality at your disposal.

Speaker
Robert Justen
Solution Design Consultant, Sales, PowerObjects

We hope you find each of these webinar recordings useful and that you learn a lot!

Happy CRM’ing!

Let’s block ads! (Why?)

PowerObjects- Bringing Focus to Dynamics CRM