Dynamics 365 CE Sales: 2-Wk Implementation
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Microsoft has re branded Dynamics CRM as Dynamics 365 for Sales in Dynamics 365. it is design to support the record keeping of the entire sale process. Dynamics 365 for Sales is an easy, agile and integrated CRM solution that enables you and your employees to make well-founded decisions, increase your turnover and provide a superior service to your customers.
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Microsoft Dynamics 365 is the all-new next level of business applications that facilitates intelligence enabling organizations to evolve, grow, and completely transform.This powerful software suite amalgamates CRM and ERP functionalities by delivering new purpose-built applications that work and integrate together to accomplish specific business process workflows
Getting started with Microsoft dynamics crm 2016Firoz Muhammed
It was the slide deck I presented on the 'Microsoft dynamics CRM developers meetup- Hyderabad' on 13th August 16.
The Content of the presentations is:
What is CRM?
Intro to Microsoft Dynamics CRM
Microsoft Dynamics Stack
History of Dynamics CRM
Basic CRM Terminologies
Basic Modules in Dynamics CRM
New Features in Dynamics CRM 2016
Certification path for Dynamics CRM
To learn more about Dynamics 365 and Power Apps visit www.dynamics365academy.com.
Subscribe YouTube Channel: https://www.youtube.com/channel/UCMBU1f6rshoFVB90yGwRE0w| training@magnifez.com | +91 9739 222 782
Differences between NAV 2017, NAV 2018 & Dynamics 365 Business CentralInfo San
This slide share shows the differences between NAV 2017, NAV 2018 and Dynamics 365 Business Central. It contains the screenshots with the description of Dynamics 365 Business Central.
We’re all busy—and it’s a common theme in most professional workplaces—with people trying to get more done with finite time and resources. For a lot of firms today, a major challenge is making sure we’re spending our precious time making the most of every business opportunity by maximizing client relationships. Marketing & BD teams need to know if they’re focusing on the opportunities, RFI’s and RFP’s with the best potential; that they are managing their firm pipeline effectively; and they are giving everyone on the team the best tools for the job—wherever they are.
That’s why firms today are focused on creating great client relationships – they need to try to reduce complexity and make it easier to maximize opportunities, provide excellent client experiences, and grow the firm.
Why should a legal or accounting firm care? Because client experience and knowledge is increasingly important for firms of all sizes – across all client interactions.
Client experience…
…is what differentiates your firm
…is how you win and keep clients for the long-term
…is how you grow your firm …and in a world where clients are mobile and social, your reputation (& brand) is more important than ever.
Today you don’t have as many contact points as you used to have, and you have to make every one count. To thrive in this ultra-competitive environment firms of all sizes have to make client experience a priority. That is why you need Dynamics 365 and xRM! Visit our websites www.xRM4Legal.com, www.xRM4Accounting.com and www.xRM4Finance.com or email Dynamics@xRM.email
The document discusses new features in Microsoft Dynamics 365 related to business process flows. It introduces business process flows as a way to guide users through defined processes, and notes they are now available on site maps and views. Actions in business process flows are also defined as custom messages for entities. The conclusion states business process flows allow users to define stages and steps presented as a control on entity forms.
Microsoft has re branded Dynamics CRM as Dynamics 365 for Sales in Dynamics 365. it is design to support the record keeping of the entire sale process. Dynamics 365 for Sales is an easy, agile and integrated CRM solution that enables you and your employees to make well-founded decisions, increase your turnover and provide a superior service to your customers.
Find details of some of the Best Addons for Dynamics 365 crm. These addons and CRM accelerators will help you boost the productivity of your Dynamics 365 CRM.
Microsoft Dynamics 365 is the all-new next level of business applications that facilitates intelligence enabling organizations to evolve, grow, and completely transform.This powerful software suite amalgamates CRM and ERP functionalities by delivering new purpose-built applications that work and integrate together to accomplish specific business process workflows
Getting started with Microsoft dynamics crm 2016Firoz Muhammed
It was the slide deck I presented on the 'Microsoft dynamics CRM developers meetup- Hyderabad' on 13th August 16.
The Content of the presentations is:
What is CRM?
Intro to Microsoft Dynamics CRM
Microsoft Dynamics Stack
History of Dynamics CRM
Basic CRM Terminologies
Basic Modules in Dynamics CRM
New Features in Dynamics CRM 2016
Certification path for Dynamics CRM
To learn more about Dynamics 365 and Power Apps visit www.dynamics365academy.com.
Subscribe YouTube Channel: https://www.youtube.com/channel/UCMBU1f6rshoFVB90yGwRE0w| training@magnifez.com | +91 9739 222 782
Differences between NAV 2017, NAV 2018 & Dynamics 365 Business CentralInfo San
This slide share shows the differences between NAV 2017, NAV 2018 and Dynamics 365 Business Central. It contains the screenshots with the description of Dynamics 365 Business Central.
We’re all busy—and it’s a common theme in most professional workplaces—with people trying to get more done with finite time and resources. For a lot of firms today, a major challenge is making sure we’re spending our precious time making the most of every business opportunity by maximizing client relationships. Marketing & BD teams need to know if they’re focusing on the opportunities, RFI’s and RFP’s with the best potential; that they are managing their firm pipeline effectively; and they are giving everyone on the team the best tools for the job—wherever they are.
That’s why firms today are focused on creating great client relationships – they need to try to reduce complexity and make it easier to maximize opportunities, provide excellent client experiences, and grow the firm.
Why should a legal or accounting firm care? Because client experience and knowledge is increasingly important for firms of all sizes – across all client interactions.
Client experience…
…is what differentiates your firm
…is how you win and keep clients for the long-term
…is how you grow your firm …and in a world where clients are mobile and social, your reputation (& brand) is more important than ever.
Today you don’t have as many contact points as you used to have, and you have to make every one count. To thrive in this ultra-competitive environment firms of all sizes have to make client experience a priority. That is why you need Dynamics 365 and xRM! Visit our websites www.xRM4Legal.com, www.xRM4Accounting.com and www.xRM4Finance.com or email Dynamics@xRM.email
Dynamic 365 for Financials formerly known as project Madeira shed light on the financial part of an organization. This solution is introduced in the newly developed Dynamic 365 family for the small to mid-sized organization.
Why microsoft dynamics 365 business central is the right choice for your whol...Navision India
Microsoft Dynamics 365 Business Central is one such solution that seamlessly connects you with customers and partners while helping you in managing orders, improving delivery performance, streamlines processes, and enabling you to discover trends and opportunities.
Microsoft Dynamics 365 provides dedicated modules for specific business needs like Marketing, Sales, Human Resources, Customer Engagement, Project Management and Supply Chain. To know more about this visit: https://www.solzit.com/dynamics/
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Sales Force Automation
Optimize your sales efforts with the familiar and intelligent features of Microsoft Dynamics CRM. Take advantage of a highly intuitive interface and embedded Microsoft Office capabilities to increase time with customers, shorten sales cycles, increase close rates, and achieve real-time insight.
Dynamics Day 2016 - Microsoft Dynamics 365 the future of DynamicsEmpired
The launch of Microsoft Dynamics 365 brings new, modern, enterprise-ready apps that enable companies to start with what they need, get productivity where they need it, leverage intelligence built-in, and remain ready for growth. In this session, gain valuable insights into what Dynamics 365 is and how it will transform your business. Explore topics such as product capability, licensing and roadmap
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Microsoft Dynamics is a line of ERP and CRM software applications developed by Microsoft. Microsoft Dynamics applications are delivered through reselling partners who provide specialized services. Microsoft Dynamics ERP is an enterprise resource planning application primarily for midsize organizations as well as subsidiaries and divisions of larger organizations. Microsoft Dynamics CRM is a multi-lingual customer relationship management application from Microsoft that provides sales, service, and marketing capabilities.
Navigating through Microsoft Dynamics 365 landscape | Dynamics 365 for Custom...Firoz Muhammed
Navigating through dynamics 365 landscape
To learn more about Dynamics 365 and Power Apps visit www.dynamics365academy.com.
Subscribe YouTube Channel: https://www.youtube.com/channel/UCMBU1f6rshoFVB90yGwRE0w| training@magnifez.com | +91 9739 222 782
Know more about expanded capabilities & benefits of Dynamics 365 for customer services to manage and track customer service activity in your organization.
This document provides an introduction to the various tabs and features in Salesforce, including Contacts, Accounts, Opportunities, Leads, Orders, Home, Reports, Dashboards, Forecasts, Chatter, Files, and Data Loader. It describes how each tab allows users to track important business information like contact details, account relationships, sales deals, prospects, orders, reports, forecasts, files, and communications. The goal is to help users get started with Salesforce and understand how it supports the entire sales and customer relationship process.
Sales Performance for Microsoft Dynamics CRMHeath Turner
Sales Performance is pre-packaged functionality for Dynamics CRM that will reduce project delivery time and improve customer acquisition and retention processes within your sales environment.
Certified for Microsoft Dynamics CRM
Dynamics Day 2016 - Microsoft Dynamics 365 sales and customer service (CRM) ...Empired
Get the up to date view on Dynamics 365 Sales and Customer Service updates coming in the upcoming November release, including CRM functional enhancements, platform features and data insights extensibility.
This document provides an overview of Microsoft Dynamics 365 for Operations, a manufacturing software solution. It discusses key trends in manufacturing like increased spending on emerging technologies and the internet of things. It also summarizes the software's main capabilities like production management, supply chain management, procurement, and connected operations. New workspaces are introduced to provide visibility into important manufacturing processes and connect people with the necessary data to make better decisions.
http://prettydarngood.com/ , Microsoft Dynamic CRM demo by PDG Consultants, Microsoft Dynamic CRM specialists. As Microsoft Certified Professionals in Microsoft SQL Server, Microsoft Dynamics CRM, and Microsoft Dynamics GP we have upgraded and integrated many ERP systems with CRM systems.
MIcrosoft Dynamics CRM 2013 - Deep DiveBrad Tornberg
The session agenda document discusses how Microsoft Dynamics CRM can help businesses adapt to changing buyer behaviors and expectations. It summarizes how Dynamics CRM provides tools to personalize experiences across marketing, sales, and customer service. These include social networking integrations, mobile access, process automation, and data/insights tools to understand customers throughout their journey. Case studies show Dynamics CRM helping businesses increase sales volumes by over 150% and reduce customer support times by 75%.
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Dynamics 365 - Rapid Implementation - CE ServicesCompusoft
Dynamics 365 CE Service: 2-Wk Implementation
A profound engagement that leads to a robust implementation of Dynamics 365 CE Service module, enabling faster value realization
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Dynamic 365 for Financials formerly known as project Madeira shed light on the financial part of an organization. This solution is introduced in the newly developed Dynamic 365 family for the small to mid-sized organization.
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Microsoft Dynamics 365 Business Central is one such solution that seamlessly connects you with customers and partners while helping you in managing orders, improving delivery performance, streamlines processes, and enabling you to discover trends and opportunities.
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Sales Force Automation
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Microsoft Dynamics is a line of ERP and CRM software applications developed by Microsoft. Microsoft Dynamics applications are delivered through reselling partners who provide specialized services. Microsoft Dynamics ERP is an enterprise resource planning application primarily for midsize organizations as well as subsidiaries and divisions of larger organizations. Microsoft Dynamics CRM is a multi-lingual customer relationship management application from Microsoft that provides sales, service, and marketing capabilities.
Navigating through Microsoft Dynamics 365 landscape | Dynamics 365 for Custom...Firoz Muhammed
Navigating through dynamics 365 landscape
To learn more about Dynamics 365 and Power Apps visit www.dynamics365academy.com.
Subscribe YouTube Channel: https://www.youtube.com/channel/UCMBU1f6rshoFVB90yGwRE0w| training@magnifez.com | +91 9739 222 782
Know more about expanded capabilities & benefits of Dynamics 365 for customer services to manage and track customer service activity in your organization.
This document provides an introduction to the various tabs and features in Salesforce, including Contacts, Accounts, Opportunities, Leads, Orders, Home, Reports, Dashboards, Forecasts, Chatter, Files, and Data Loader. It describes how each tab allows users to track important business information like contact details, account relationships, sales deals, prospects, orders, reports, forecasts, files, and communications. The goal is to help users get started with Salesforce and understand how it supports the entire sales and customer relationship process.
Sales Performance for Microsoft Dynamics CRMHeath Turner
Sales Performance is pre-packaged functionality for Dynamics CRM that will reduce project delivery time and improve customer acquisition and retention processes within your sales environment.
Certified for Microsoft Dynamics CRM
Dynamics Day 2016 - Microsoft Dynamics 365 sales and customer service (CRM) ...Empired
Get the up to date view on Dynamics 365 Sales and Customer Service updates coming in the upcoming November release, including CRM functional enhancements, platform features and data insights extensibility.
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Dynamics 365 - Rapid Implementation - CE ServicesCompusoft
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https://www.cloudchampion.es/microsoft-customer-journey-in-a-box-playbooks/
Digital Transformation - What it Means & Why it MattersNet at Work
The webinar discussed digital transformation strategies to increase sales effectiveness, reduce operational costs, and improve customer service. Digital transformation uses technology to reshape customer engagement, build loyalty, and lower costs. Examples showed how CRM solutions can automate scheduling, dispatching, and work order management to increase billable time for technicians at a service company and generate new sales opportunities from customer data for a HVAC supplier. The presentation concluded by asking how current processes may need to change to serve emerging customer bases and leverage social media and machine learning.
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Best Practices for Adopting Microsoft Dynamics 365Precisely
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CNX16 - How To Get the Most Out of Your Marketing Cloud Premier Success PlanCloud_Services
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http://sforce.co/1ZuutDV
This document provides an overview of using Dynamics CRM for sales and marketing activities. It discusses lead generation sources and stages from suspect to opportunity. Key topics covered include qualifying leads, nurturing prospects, reopening disqualified leads, creating contacts, accounts, and opportunities. The sales process, CRM data entry expectations, and types of reporting are also summarized. The presentation aims to teach how Dynamics CRM can be used to develop pipelines, track progress, and improve decision making.
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Businesses always face changing conditions. Any manufacturer who seeks to enable dynamic operations needs to ensure their technology platform is connected and rich with functionality, is flexible enough to meet changing business needs and covers the entire spectrum of operations. Manufacturers across India are implementing and making the most of enterprise solutions for ERP, CRM, mobile apps and IoT, collaboration platforms and analytical tools. Not only do these focus on the external needs of the marketplace and the existing customer-base, but they also drive innovation and productivity internally within businesses.
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SugarCRM is the world's leading Open Source Enterprise CRM. Sanver E-Solutions provides CRM Consulting and SugarCRM Implementation services. We provide SugarCRM fully integrated to Google Apps and hosted securely on Google Cloud Platform.
Schwettmann Technologies is a global solutions provider. Are devoted to putting great ideas into action, whether you are interested in Microsoft cloud solutions or wish to transform into a digital leader.
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End-to-end overview of CI/CD pipeline with Azure devops
Speaker:
Lyndsey Byblow, Test Suite Sales Engineer @ UiPath, Inc.
Unlock the Future of Search with MongoDB Atlas_ Vector Search Unleashed.pdfMalak Abu Hammad
Discover how MongoDB Atlas and vector search technology can revolutionize your application's search capabilities. This comprehensive presentation covers:
* What is Vector Search?
* Importance and benefits of vector search
* Practical use cases across various industries
* Step-by-step implementation guide
* Live demos with code snippets
* Enhancing LLM capabilities with vector search
* Best practices and optimization strategies
Perfect for developers, AI enthusiasts, and tech leaders. Learn how to leverage MongoDB Atlas to deliver highly relevant, context-aware search results, transforming your data retrieval process. Stay ahead in tech innovation and maximize the potential of your applications.
#MongoDB #VectorSearch #AI #SemanticSearch #TechInnovation #DataScience #LLM #MachineLearning #SearchTechnology
Sudheer Mechineni, Head of Application Frameworks, Standard Chartered Bank
Discover how Standard Chartered Bank harnessed the power of Neo4j to transform complex data access challenges into a dynamic, scalable graph database solution. This keynote will cover their journey from initial adoption to deploying a fully automated, enterprise-grade causal cluster, highlighting key strategies for modelling organisational changes and ensuring robust disaster recovery. Learn how these innovations have not only enhanced Standard Chartered Bank’s data infrastructure but also positioned them as pioneers in the banking sector’s adoption of graph technology.
HCL Notes und Domino Lizenzkostenreduzierung in der Welt von DLAUpanagenda
Webinar Recording: https://www.panagenda.com/webinars/hcl-notes-und-domino-lizenzkostenreduzierung-in-der-welt-von-dlau/
DLAU und die Lizenzen nach dem CCB- und CCX-Modell sind für viele in der HCL-Community seit letztem Jahr ein heißes Thema. Als Notes- oder Domino-Kunde haben Sie vielleicht mit unerwartet hohen Benutzerzahlen und Lizenzgebühren zu kämpfen. Sie fragen sich vielleicht, wie diese neue Art der Lizenzierung funktioniert und welchen Nutzen sie Ihnen bringt. Vor allem wollen Sie sicherlich Ihr Budget einhalten und Kosten sparen, wo immer möglich. Das verstehen wir und wir möchten Ihnen dabei helfen!
Wir erklären Ihnen, wie Sie häufige Konfigurationsprobleme lösen können, die dazu führen können, dass mehr Benutzer gezählt werden als nötig, und wie Sie überflüssige oder ungenutzte Konten identifizieren und entfernen können, um Geld zu sparen. Es gibt auch einige Ansätze, die zu unnötigen Ausgaben führen können, z. B. wenn ein Personendokument anstelle eines Mail-Ins für geteilte Mailboxen verwendet wird. Wir zeigen Ihnen solche Fälle und deren Lösungen. Und natürlich erklären wir Ihnen das neue Lizenzmodell.
Nehmen Sie an diesem Webinar teil, bei dem HCL-Ambassador Marc Thomas und Gastredner Franz Walder Ihnen diese neue Welt näherbringen. Es vermittelt Ihnen die Tools und das Know-how, um den Überblick zu bewahren. Sie werden in der Lage sein, Ihre Kosten durch eine optimierte Domino-Konfiguration zu reduzieren und auch in Zukunft gering zu halten.
Diese Themen werden behandelt
- Reduzierung der Lizenzkosten durch Auffinden und Beheben von Fehlkonfigurationen und überflüssigen Konten
- Wie funktionieren CCB- und CCX-Lizenzen wirklich?
- Verstehen des DLAU-Tools und wie man es am besten nutzt
- Tipps für häufige Problembereiche, wie z. B. Team-Postfächer, Funktions-/Testbenutzer usw.
- Praxisbeispiele und Best Practices zum sofortigen Umsetzen
Infrastructure Challenges in Scaling RAG with Custom AI modelsZilliz
Building Retrieval-Augmented Generation (RAG) systems with open-source and custom AI models is a complex task. This talk explores the challenges in productionizing RAG systems, including retrieval performance, response synthesis, and evaluation. We’ll discuss how to leverage open-source models like text embeddings, language models, and custom fine-tuned models to enhance RAG performance. Additionally, we’ll cover how BentoML can help orchestrate and scale these AI components efficiently, ensuring seamless deployment and management of RAG systems in the cloud.
Communications Mining Series - Zero to Hero - Session 1DianaGray10
This session provides introduction to UiPath Communication Mining, importance and platform overview. You will acquire a good understand of the phases in Communication Mining as we go over the platform with you. Topics covered:
• Communication Mining Overview
• Why is it important?
• How can it help today’s business and the benefits
• Phases in Communication Mining
• Demo on Platform overview
• Q/A
Programming Foundation Models with DSPy - Meetup SlidesZilliz
Prompting language models is hard, while programming language models is easy. In this talk, I will discuss the state-of-the-art framework DSPy for programming foundation models with its powerful optimizers and runtime constraint system.
In his public lecture, Christian Timmerer provides insights into the fascinating history of video streaming, starting from its humble beginnings before YouTube to the groundbreaking technologies that now dominate platforms like Netflix and ORF ON. Timmerer also presents provocative contributions of his own that have significantly influenced the industry. He concludes by looking at future challenges and invites the audience to join in a discussion.
6. Once user determines
that lead is interested
in the solution ,qualify
lead.
Qualifying a lead in
Dynamics365 converts
it to an opportunity.
In this stage, users
identify stakeholders,
competitors, and sales
team members and
come up with a
proposed solution.
Now it’s time for users
to present their
proposal to potential
customer.
Proposal accepted or
rejected? Closeing an
opportunity can
include filling orders
and sending follow-up
messages.
• Create or edit a
lead
• Qualify a lead
and convert it
to an
opportunity
• Create or edit
an opportunity
• Create or edit
an opportunity
• Create or edit a
quote
• Create or edit
an order
• Close an
opportunity as
won or lost
Qualify Develop Propose Close
Salesforce
Automation
7. Simple
Usable
Modern
Fast
Loved
Focus on the essential functions with a clear, consistent purpose
that matches user intention.
Measure usability, incorporate feedback into designs.
Create delightful, engaging people and process centric experiences.
Design and deliver great perceived performance.
Design for Love.
Create experiences people want and simply can’t live without.
Application Summary
7
8. 8
• Configuring Dynamics 365
The configuration of Dynamics 365 for Small Business organization shall include the below mentioned following:
• Creation of organization theme with logo
• Defining system defaults for organization like fiscal year and currency
• Define single level Business Unit
• Defining Dynamics 365 users & up to 2 security roles
• Single design per object (Account, Contact, Lead /Opportunity)
• Single design per object (Account, Contact, Lead/Opportunity)
• Maximum 12 Field validation
• 25 Field creation or Modification across Entities
• Quote, Order and Invoice entities shall be standard out of box functionality (No Modifications)
• Customer (Account/Contact) Data Import
• Import Account and Contacts in Microsoft Dynamics 365, provided the data is available in supported formats and in the Dynamics 365 supported data import
templates:
• Maximum 21000 records will be imported including Account, Contact, Lead, Opportunity, Products and 3 pricelists
• Define Product & Price List
• The out of box products and price list shall be configured into Dynamics 365
• Define Business Process with existing set of fields in entity Leads/Opportunity
• Business Processes will ensure that user enters data consistently and follow the same steps every time they work with a customer by creating a business
process:
• Qualify
• Develop
• Propose
• Close
• Define Alert
• Workflows & Alerts up to maximum 3 shall be created.
• Reports and Dashboards
• Pivotal default reports and out of box dashboards will be made available
Rapid Implementation Scope
• No Customization
• Customization would be
done at additional cost
• No Integration with any
other application
• Train the Trainer approach
would be followed for
training