Category: CRM



Wondering about upcoming and recently released capabilities in any of our business apps or Microsoft Dynamics 365 platform? The 2020 release wave for Dynamics 365 brings new innovations that provide you with significant capabilities to transform your business. The release contains hundreds of new features across Dynamics 365 applications, including Marketing, Sales, Customer Service, Field Service, Finance, Supply Chain Management, Human Resources, Commerce, Fraud Protection, and Business Central. Angelina our in-house senior consultant will give you an introduction and an overview of key dates, what’s new and highlights from: Dynamics 365 Marketing
Dynamics 365 Sales Customer Service and more… Your business can get ready with confidence knowing which features will help drive the digital transformation of your business on your terms. We’re looking forward to seeing you online! https://www.youtube.com/watch?v=PHkWvKr32JQ



This episode is sponsored by Provance. Support a digital transformation in IT with Provance ITSM—the most Microsoft-centric IT Service Management product on the market. On this episode we catch up on some of the top headlines and contributed articles from the last month, including highlights of the Dynamics 365 and Power Platform 2020 release wave 2, new industry-focused business apps directly from Microsoft, new Teams integration for Business Central, and a few choice Azure advances. Articles discussed in this episode: Years in the making, a cloud + edge model for Dynamics 365 Supply Chain Management nears preview Azure Hybrid at Ignite: Microsoft signals multi-cloud, multi-edge capabilities Microsoft Dynamics 365 and Power Platform are pushing serious Azure scale, architects report Azure Automanage: A month into the life of a new Azure service With C3.ai, Microsoft gains an ally in industry-focused, AI-driven business apps Launch of Fundraising and Engagement for Dynamics 365 Sales is part of new industry solutions approach at Microsoft Microsoft Cloud for Healthcare, a new industry-focused solution, launches Microsoft launches Azure Space to pursue new connectivity, compute opportunities Dynamics 365 Business Central takes first step into Teams with app preview Power Apps Portals seeing "hockey stick growth" as capacity-based model gains momentum With Dynamics 365 Project Operations in GA, Microsoft prepares transition plan for legacy users Driving a successful implementation using Microsoft Dynamics 365 Finance and Operations and RSAT How to post Fixed Bid and Time & Material-based invoices in Dynamics 365 Finance and Operations from Project Operations Finding the Center of Citizen Developer Success https://www.youtube.com/watch?v=e_OZ5V3ef5A



Who is Penny you wonder? Penny is our AI enhanced brandable chat bot designed by the CRM Dynamics team specifically for Credit Unions’ and she will be star of today’s demo. Sales teams within the financial services industry have little insight into where their customers or prospects have browsed, how qualified they are and more importantly what they have found so far. Our goal at CRM Dynamics is to link the initial research and browsing phase of the customer journey directly to the next action, which is to become a new customer. We have worked beside numerous Credit Unions to learn from the many challenges faced everyday. From these experiences we built Penny so your business can begin meaningful conversations with people who have an interest in what you do and/or what you have to sell! https://www.youtube.com/watch?v=ISTer5zD2w0