Category: CRM



This episode is sponsored by ERP Mechanics. ERP projects don't always go as planned. Project delays, technical issues, and user adoption challenges can all create serious risks to an organization. Our guest on today's episode, Karolis Aleknavičius of ERP Mechanics, tells us how his firm has become a specialist in helping organizations to navigate their way to success after a Dynamics 365 project has experienced a setback. As a specialist in Dynamics 365 Finance and Supply Chain Management and an ERP veteran, Karolis has seen projects at every scale and every phase. He shares both his personal history as a Dynamics AX and D365 F&SCM professional and his work since 2017 as the CEO of ERP Mechanics, where his team focuses on Dynamics 365 F&SCM implementations and rescuing troubled ERP projects. Karolis also explains why his team has developed a specialization in deploying document automation solutions with Lasernet by Formpipe. He explains how the capabilities of that platform align with the needs of many Dynamics 365 F&SCM customers. More from ERP Mechanics: Whether it’s a new or existing project, ERP Mechanics’ focus as expert D365FO & Lasernet developers, architects and consultants is to minimize risks, reduce costs and deliver your project on time. We offer a free consultation and trial of our services. Learn more about how we can help – https://www.erpmechanics.com/ https://www.youtube.com/watch?v=NFW6lMgjUP4



We're excited to welcome Schneider Electric, a company at the forefront of innovation for nearly 200 years, to the Dynamics 365 Community! Recently named the world's most sustainable company by TIME magazine, Schneider Electric continues to lead the way in automation, electrification, and digitization. Schneider Electric recently transformed its sales operations with Microsoft Copilot for Sales, seamlessly integrated with Salesforce CRM. This AI-powered solution has revolutionized the efficiency of their global sales team, allowing them to focus more on connecting with customers and less on administrative tasks. By leveraging AI and D365, they are not only enhancing their operations but also paving the way for a more resilient and sustainable future. Learn more: https://msft.it/6058ozHW4 #Microsoft #MicrosoftDynamics365 https://www.youtube.com/watch?v=EEvj599TSnU



Investec has a long history with Microsoft. The firm’s client-facing teams already used Dynamics 365 Sales, Sales Insights, Customer Service, and Customer Insights to manage every step of the customer relationship journey. So as a technology-oriented company, Investec immediately recognized the promise of AI and was the very first customer to go live in production with Microsoft Copilot for Sales. Discover what a difference Copilot has made for teams across Investec as it seized the opportunity to use the generative AI features of Copilot for Sales to save bankers time and allow them to more easily deliver the thorough, accurate, and timely information they’re known for. Learn more: https://msft.it/6059WvDEh #Microsoft #MicrosoftDynamics365 https://www.youtube.com/watch?v=ar9o5I5q7cQ