Category: CRM



Welcome to the Dynamics 365 Community Corner! We have brought in 2x Dynamics 365 MVP Derik Bormann to give a hands on walk-through on 'How to use the Relationship Selling capabilities' in Dynamics 365 including LinkedIn Sales Navigator, Social Engagement, and Insights. https://www.youtube.com/watch?v=2DU7P2qEils



Step one for a successful upgrade and implementation of Dynamics 365 for Finance and Operations (D365FO) is knowing the risks to be looked out for and planning for them. Watch this recorded webinar where we share our learnings on key factors (and common risk patterns to avoid) for successful implementations, global rollouts, and customer go-lives on D365FO. The highlight of the session are discussions on three top factors: 1) Our learnings from migrating many AX customers to D365FO on the cloud.
2) All about the embracing ‘Extensibility’ and ensuring an “Evergreen ERP” -Ensure your organization goes live with an extensible solution while sticking to a crunched schedule -Best practices for customizations, integrations, and data management in the new Dynamics 365
3. Streamlining and automating the build, test, and deployment processes to save on time and effort and ensure fewer defects https://www.youtube.com/watch?v=BhorimQOxM8



If you are looking for a solution for a project management solution within your Microsoft Dynamics 365 environment watch our overview of the Unit 4 PSA suite, a really mature project management solution. https://www.youtube.com/watch?v=saeURErkPF0