Category: CRM



In this video, learn about the benefits of Dynamics 365 and how it can help you evolve with investors' needs while still providing personalized service. 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: Content Library: https://explore.dynamics.com/h/ 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 Please note: this video was pre-recorded prior to the COVID-19 pandemic.
#Dynamics365 #WealthManagement https://www.youtube.com/watch?v=VDrhPbDo_M8



Join us for a special virtual event! Helene Krug, CPA, VP of Capital Management at Thomas Jefferson University and Lori Morrison, CPA, Sr. Director of Financial Analysis and Budgeting at Moffitt Cancer Center will share their experiences deploying Oracle’s Enterprise Performance Management (EPM) Cloud in their organizations to streamline Capital Portfolio Planning. Attendees will hear about the challenges faced with their existing legacy capital planning processes, lessons learned from the implementations, and recent experiences planning their FY21 capital budget. You’ll have the opportunity to ask them questions, hear their perspective, and get the answers to help you decide if you need a strategic capital planning solution. Alithya’s Capital Portfolio Planning (CPP) is a full lifecycle process that enables departments to build their own investment roadmaps – including Board approval – and facilitates the execution & monitoring of capital projects. https://www.youtube.com/watch?v=WCf3Ohk0-Y0



In this video, learn how you can customize Dynamics 365 Business Central to suit your business needs. Not everyone works in the same way or needs the same information. You can personalize your Role Central in Business Center and work in a way that suits you best. Learn more: https://dynamics.microsoft.com/en-us/business-central/overview/ 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: Content Library: https://explore.dynamics.com/h/ 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=uO7JGbEvgeY