Category: CRM



Although we live in a data-driven world, your business can find it difficult to take advantage of the data you have access to. Sales, customer, and employee data should drive your business decisions, but where do you even start? Microsoft Power Platform combines the power of Power BI, Power Apps, Power Automate (previously known as Flow), and Power Virtual Agents. In this session we: – Highlight the components and features of Microsoft Power Platform – Identify when to use each Microsoft Power Platform component application to create business solutions – Learn the value of using Microsoft Power Platform to create business solutions About CRM Dynamics an HSO Company We are thrilled to announce HSO, a leading global transformation partner has acquired CRM Dynamics! As these two leaders in the industry join forces, we can look forward to the same firm commitment to our customers, partners, employees, and the Canadian Business Community. https://www.youtube.com/watch?v=7r5x9aw5wUk



Microsoft Dynamics 365 Guides is driving workforce transformation with hands-on training and step-by-step holographic instructions that are seamless, intuitive, and embedded into everyday workflows, equipping employees with the tools they need to access critical information and receive on-the-job guidance. Discover how Dynamics 365 Guides is helping operators at Toyota North America collaborate with experts and make real-time improvements to step-by-step instructions using new 1:1 calling feature and touch activity menu experience. Learn more: https://docs.microsoft.com/en-us/dynamics365/mixed-reality/guides/ Thank you for watching our video! Stay up-to-date with the latest news and updates from the Dynamics 365 Team by visiting: https://dynamics.microsoft.com/en-us/ The opportunities don’t stop there! We urge our community to continue learning through the following resources: Dynamics 365 Blog: https://cloudblogs.microsoft.com/dynamics365/ Free trial: https://trials.dynamics.com/Dynamics365/Signup Subscribe to Dynamics 365 YouTube: http://www.youtube.com/c/MicrosoftDynamics365 Dynamics 365 on Facebook: https://www.facebook.com/msftdynamics365/ Dynamics 365 on LinkedIn: https://www.linkedin.com/showcase/microsoft-dynamics/ Dynamics 365 on Twitter: https://twitter.com/MSFTDynamics365?lang=en #MSFTdyn365 #Microsoft https://www.youtube.com/watch?v=58TEpW40Spk



This episode is sponsored by KwikTag by enChoice. Many organizations understand the benefits of automated invoice approval but often they haven't taken the next step to automate payments processing. Our guests on this episode, Mary Miller and Tiffany Allen of KwikTag by enChoice, share their outlook on payment processing and how its role alongside AP automation has changed in the last couple years. Paper checks have always been a costly and inefficient payment method, especially at scale, but the pandemic made checks even more challenging to manage. We discuss key elements of automating payment processing like virtual cards and cash flow management. But Tiffany and Mary also explain some of the broader spend management opportunities that their customers are enjoying, like control of spend over time and optimizing contracts. Show Notes: 2:00 – How to position payment processing in the context of AP 4:00 – How well do organizations assess their own payment processing needs 5:30 – What are virtual cards and what purpose do they serve? 9:30 – Why KwikTag offers payment processing in addition to AP automation 11:00 – Choosing a payments provider and analyzing customer needs 16:00 – What GP customers can expect from living with a payment processing automation 18:00 – Vendor onboarding needs and challenges KwikTag, by enChoice, leads organizational digital transformation as the one system for invoice and payment automation. KwikTag helps organizations increase efficiency and gain visibility into their invoice workflows with complete AP automation and powerful integrations with the Microsoft Dynamics ERP systems. Visit kwiktag.com to learn how automation could benefit your business. Learn more about KwikPayables Accelerate, the cloud-based AP and payment automation solution for Dynamics GP, watch this episode of Coffee with KwikTag: Complete the AP Cycle with Payment Processing. To read more about why AP and payment automation is so important post-pandemic, read the whitepaper: Why Automate AP and Payment Processes? https://www.youtube.com/watch?v=LqyDD0Xwsxw