PowerObjects is putting on a nine-session series of Microsoft Dynamics 365 educational webinars that will cover a range of topics from apps, to design, to what’s staying the same. Although change can sometimes be daunting, this is not one of those times – this update will make your CRM journey even better! And as a bonus, with PowerObjects as your CRM partner, you can rest assured knowing that you have an entire team of CRM experts to guide you every step of the way.
Our CRM for Dynamics 365 webinar series will kick off on Thursday, January 5th and continue every following Tuesday and Thursday at 1:00 pm until Thursday, February 2nd. Add the entire series (both the “Tuesday Sessions” and “Thursday Sessions”) to your calendar and then join us on the days that work for your schedule.
CRM for Dynamics 365: What’s New Overview
Thursday, January 5, 1:00-1:30 pm
This session will explore and demo what’s new with the CRM for Dynamics 365 update. For those on previous versions of Microsoft Dynamics CRM, you’ll learn what’s changing and what’s staying the same.
Speaker
Tad Thompson CRM-MCT
Senior Technical Advancement Developer, PowerObjects
Service CRM for Dynamics 365: What’s New in Field Service
Tuesday, January 10, 1:00-1:30 pm
The service industry continues to become more transient with our mobile workforce but the need for system tracking and maintenance remains constant. This session will explore how the new field service functionality can anticipate, automate, and even help prevent system disturbance.
Speakers
Dan Cefaratti
Practice Director-Field Service, PowerObjects
Bill Kern
Senior Architect-Field Service Practice, PowerObjects
CRM for Dynamics 365: App for Outlook
Thursday, January 12, 1:00-1:30 pm
Outlook and Microsoft Dynamics CRM have always played nice but, now their super powers have been combined to be better, stronger, and more streamlined. In this session, we will see how old friends like knowledge base articles, sales literature and email templates can be pulled in directly from CRM to emails. The result will help you work faster and more efficiently while still tracking all client activities from Outlook into CRM.
Speaker
Avni Pandya
CRM Training Consultant, PowerObjects
CRM for Dynamics 365: Relationship Insights
Tuesday, January 17, 1:00-1:30 pm
We will explore the new relationship insight functionality that Sales Managers and CRM administrators have been craving displayed visually within your CRM for Dynamics 365. See the amount of time dedicated to an opportunity, or the health of a client relationship at the record level without having to ask the account executive.
Speaker
Tad Thompson CRM-MCT
Senior Technical Advancement Developer, PowerObjects
CRM for Dynamics 365: Mobile Features
Thursday, January 19, 1:00-1:30 pm
During this session we will see all the new bells and whistles that empower us to do our jobs via our pockets. Learn about the new streamlined interface that won’t do the job for you, but nudges you in the right direction by putting content and priority a tile away.
Speaker
Abe Saldana
Senior Technical Architect, PowerObjects
CRM for Dynamics 365: What’s New in Portals
Tuesday, January 24, 1:00-1:30 pm
Portals are the gateway for your CRM for Microsoft Dynamics 365. They give users access, but not too much access. This session will explore how to make your customer, business partners, or employees’ experience better via the updated functionality. If you currently have a portal or are looking to add a portal, don’t miss this session!
Speaker
Tad Thompson CRM-MCT
Senior Technical Advancement Developer, PowerObjects
CRM for Dynamics 365: Designing the User Experience
Thursday, January 26, 1:00-1:30 pm
Designing your CRM for Dynamics 365 just got a little bit easier. We’re talking about any business application needed for your CRM for Dynamics 365 system: entities, charts and business process flows would be some examples. During this session, we’ll talk about the drag and drop functionality in designing these applications and, get this, the drag and drop designer extends to the site map. Yes, that means designing with NO CODE.
Speaker
Avni Pandya
CRM Training Consultant, PowerObjects
CRM for Dynamics 365: Learning Paths
Tuesday, January 31, 1:00-1:30 pm
Have you ever leveraged a “how to” YouTube video? Or used a step-by-step guide to complete a task? In this session, we will demo this functionality and explore the CRM for Dynamics 365 Learning Paths. That’s right, learn CRM while navigating CRM! Learn how this will look and feel within your system and start planning on how you can leverage this for training and onboarding needs!
Speaker
Gretchen Opferkew CRM MVP
Director of Education, PowerObjects
CRM for Dynamics 365: What’s New in Project Service
Thursday, February 2, 1:00 pm
Project managers rejoice! This session will dive into how Microsoft project can now connect to CRM for Dynamics 365. Staffing that project just got easier! Build your project plan, staff your plan and repeat–now that you have this new functionality at your disposal.
Speaker
Robert Justen
Solution Design Consultant, Sales, PowerObjects
A recording of each webinar will be published on our website for anyone who can’t attend. Register for the webinar series and we’ll send you a follow-up email with a link to the recorded presentation. That way you can watch it when it’s convenient for you!
To learn even more about Dynamics 365, check out our upcoming course specially dedicated to Updates for Dynamics 365 as well as our upcoming CRM Boot Camps:
CRM Boot Camp for Microsoft Dynamics 365 | Minneapolis
CRM Fast Track for Microsoft Dynamics 365 | Minneapolis
CRM Boot Camp for Microsoft Dynamics 365 | New York
Happy CRM’ing!