Category: CRM



The Sales Research Agent provides sales teams with rich answers to complex, cross-domain business problems using AI-powered deep reasoning over enterprise data. Use natural language to interact with the agent, and add data from external sources such as HR and E-commerce for higher fidelity research. Learn more: https://msft.it/6054qDv2O #Microsoft #MicrosoftDynamics365 https://www.youtube.com/watch?v=S8PkHL2nO44



This episode is sponsored by NMB Solutions. Dynamics 365 Finance and Supply Chain Management users will be thinking about global challenges in 2025. Our guests on this episode, Michelle Frennier and Chris Winstanley of NMB Solutions, help us understand some of the biggest risks businesses are facing this year and how to adapt. Shipping cost management will demand particular attention, Chris tells us, as faster deliveries add more pressure to businesses. Labor shortages, rising costs for transportation, and auto-fulfillment demands will all color the picture. Global trade compliance is another area of continued uncertainty, and Michelle helps break down some of the key risks and challenges. We also discuss data visibility concerns, the latest in supply chain automation opportunities, and some of the solutions that NMB is bringing to bear to help teams improve compliance, shipping, and transportation. Contact NMB Solutions to learn more: https://www.nmbsolutions.ca/contact-us https://www.youtube.com/watch?v=cH2hdD67I8E



This episode is sponsored by SignUp Software. When Tina McGrath first encountered ExFlow from SignUp Software, she was working as the finance lead in an ERP transformation project for a Dynamics AX customer moving to D365. Their older invoice automation software presented a range of challenges, including integration issues, lost information, usability, and customization complexity. On this episode, Tina takes us through some of the critical requirements, priorities, and guiding principles that led her to select SignUp as part of that project and how it benefited that organization. We then discuss how, years later, Tina came to lead SignUp's consulting services for Dynamics 365 Finance & Operations in North America. Rob Ashe, head of North America at Signup, also joins us and to talk about future plans for ExFlow that D365 customers can look forward to. More from SignUp Software: · To learn more about ExFlow, the only fully embedded AP automation solution for D365 Finance & Operations, or to explore the full suite of solutions offered by SignUp Software, visit their website (https://www.signupsoftware.com/book-demo/) and request a product demo today. https://www.youtube.com/watch?v=YOgxJ7sC4cI