Category: CRM



In this overview video, we highlight some of the new capabilities included in the latest update to Microsoft Dynamics 365 Finance. Here are the capabilities covered: • Credit management enhancements • Customer credit information • Credit limit adjustments • Hold rules • Order hold and release Get more out of Dynamics 365! View all capabilities included in this release: https://aka.ms/Plan/2020RW1/Finance Stay up-to-date on the latest product updates: https://aka.ms/Updates/Finance Know important release milestones: https://aka.ms/Updates/Calendar/Finance Improve your understanding of how to license Dynamics 365: https://aka.ms/Licensing/Finance Find documentation for Dynamics 365: https://aka.ms/Documentation/Finance Engage with Dynamics 365 experts and peers in the community: https://aka.ms/Community/Finance Find and register for in-person and online events: https://aka.ms/Events/Finance Get started with Dynamics 365: https://aka.ms/Trials/Finance To download the release overview guide, visit: https://aka.ms/Overview/Guide/2020RW1/Finance Learn more: https://dynamics.microsoft.com/business-applications/product-updates 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 https://www.youtube.com/watch?v=CJy57xapUXs



Oracle Cloud Applications are transforming and evolving constantly. An awareness and understanding of the changes coming through each quarterly update helps organizations to achieve greater success and efficiency by empowering them to take advantage of enhancements and allowing them to ensure business continuity by testing environments to prevent any unforeseen issues. This webinar provides all the relevant information and pertinent details related to quarterly updates so that the best strategy can be designed to integrate these changes into existing systems. We’ll also share recommendations on how to educate the whole team on new features, functionalities, and fixes. Finally, gain insight into how best to prepare for and validate your updates, including a general timeline for when to perform certain tasks. So view this webinar, and walk away with a better understanding of quarterly updates, when they are applied, how to prepare and test them, and where to find more details about new features and fixes. We’ll answer your questions and help with your journey to the Cloud. Hosted by Laura Meine and Britta Nissl Recorded on 4/7/20 https://www.youtube.com/watch?v=PUnttNVS0Is



Frieda Maher of SalesPOD joins us to discuss the her work with organizations deploying or improving CRM systems and processes. One of the key challenges to successful CRM, she says, is establishing a strong relationship between end users like sales reps and the largeyl technical teams that roll out a CRM-based solution. We discuss notable projects like Frieda's work at the University of New South Wales (UNSW), innovative use of Microsoft technology like Power Apps and Teams, and how projects apply agile techniques and Scrum, particularly in the context of CRM. Show Notes: 3:00 – Why CRM requires the successful interaction of sales teams and back office systems-focused workers 4:30 – How Frieda tends to get involved in projects, including organizations 7:00 – Why organizations need a sales ops team to keep CRM-related systems alive and evolving 10:30 – The role that agile plays on different types of projects 14:30 – Frieda's experience leading product development of UNSW's CRM-based system 19:30 – The challenge of replacing legacy systems across the university 25:00 – Have CRM projects improved over time in sharing responsibilities between IT and the business? 29:00 – The challenge of adopting the ongoing flood of new CRM features from Microsoft and other vendors 31:00 – New solution areas that Frieda is watching closely 35:30 – Why cloud is so critical to agile development 38:00 – How is the Power Platform going to change the way solutions are designed? 41:00 – Why the broader user base faces challenges to trying to take ownership of Power Apps 43:30 – An example of a user leading the way on innovative use of Microsoft applications 45:30 – What Frieda's most excited about for the future of CRM https://www.youtube.com/watch?v=ElKoei7eQo4