Spring Update Webinar Series for Dynamics 365

Dynamics 365 is an amazing tool, but that doesn't mean there's no room for improvements. The creative minds at Microsoft have once again found ways to make the platform even better! In this Spring Update webinar series for Dynamics 365, we're pulling in our Dynamics 365 experts from around the globe to showcase the most exciting changes. From user control setting to Dynamics 365 for Marketing (yes, it's finally here!), we're eager to show how Dynamics 365's improved ERP and CRM functionality will take businesses to new heights. Read on to learn about each session. To register, click each individual session's "Register Now" link.

 

What's New for the Admin?

May 10, 2018 | 9:00am-9:30am CST – If you are an Administrator or Developer within Dynamics 365 for Sales or Finance and Operations, the Spring 2018 release showcases a number of changes and new features that are sure to excite. Register now to learn about new features around Extensibility, Servicing, Deployment, and Compliance. This session will highlight some of the biggest changes and how to take advantage of them.

This session is in the past.  Click here to watch the on-demand recording.

What's New for Customer Service?

May 15, 2018 | 9:00am-9:30am CST – The Spring 2018 release of Dynamics 365 for Customer Service delivers investments in user experience, performance, developer productivity, and compliance across the Customer Service Hub, Dynamics 365 Portal, Voice of the Customer (VoC), and Unified Service Desk. This session will focus specifically on the case and knowledge management capabilities, portal experience, and VoC survey enhancements.

This session is in the past.  Click here to watch the on-demand recording.

Business Intelligence for Dynamics 365

May 17, 2018 | 9:00am-9:30am CST – We continue to receive enhancements monthly to the Power BI desktop and Service capabilities. Several pre-built app templates have been available through AppSource for Dynamics Sales and Service, Financials, Process analytics, and others. The Spring release is offering new templates and Analytics for Voice of the Customer, Insight Apps for Sales and Service, and the Common Data Service. Excel continues to play an important BI role with additional enhancements. This webinar will explore and demo many of these exciting new capabilities.

This session is in the past.  Click here to watch the on-demand recording.

What's New in Dynamics 365 for Finance and Operations for the Finance End User?

May 22, 2018 | 9:00am-9:30am CST – The Spring 2018 release of Dynamics 365 for Finance and Operations delivers enhancements in system performance, servicing, reliability, and extensibility. It also offers new ways of integrating with other Dynamics 365 products and adds to the suite of business productivity tools. This session will focus specifically on changes to business productivity, integrations, and compliance as it relates to the finance end user.

This session is in the past.  Click here to watch the on-demand recording.

What's New in Dynamics 365 for Talent?

May 24, 2018 | 9:00am-9:30am CST – Take a look into new capabilities for Dynamics 365 for Talent, added during Business Applications Spring 2018 Launch. These updates help you engage, collaborate with, and empower employees while maintaining your organization's culture.  As we keep people at the center of digital transformation this session will focus on the updates to the Core HR area.  We'll also take a look at how HR professionals can lead the way as our workforce increasingly becomes more mobile.

This session is in the past.  Click here to watch the on-demand recording.

The Common Data Service and Dynamics 365

May 31, 2018 | 9:00am-9:30am CST – The Spring 2018 release brings about a significate change to Power Apps and more specifically, the Common Data Service - dividing them into two areas. The two areas have been named Common Data Service for Apps and Common Data Service for Analytics. This session will focus on what's new in the Common Data Services for Apps and the new integration touchpoints including Dynamics 365 for Sales, Finance and Operations, Talent, and Project Service Automation. Register now to learn more.

This session is in the past.  Click here to watch the on-demand recording.

What's New in Finance and Operations for the Operations End User?

June 5, 2018 | 9:00am-9:30am CST – The Spring 2018 release of Dynamics 365 for Finance and Operations delivers enhancements in system performance, servicing, reliability, and extensibility. It also offers new ways of integrating with other Dynamics 365 products and adds to the suite of business productivity tools. This session will focus specifically on changes to Project Management improvements, Supply Chain enhancements, embedded Power Apps in workspaces and forms, and custom fields as they relate to the operations end user.

This session is in the past.  Click here to watch the on-demand recording.

What's New in Power Apps and Flow?

June 7, 2018 | 9:00am-9:30am CST – The Spring 2018 release brought about some big changes to the Business Application Platform including Power Apps , Flow, and the Common Data Service. This session will focus specifically on changes to Power Apps for Applications and Flow. Our speaker will dive into how these tools are modernizing business processes across Dynamics 365 applications while offering up low and no code solutions to help transform how people work.

This session is in the past.  Click here to watch the on-demand recording.

It's Here! Dynamics 365 for Marketing

June 12, 2018 | 9:00am-9:30am CST – This session will cover an introduction into the new Dynamics 365 for Marketing app. It will include Customer Journeys, Creating Segments, how this feeds into Voice of the Customer Surveys, and more! We will take a deep dive into Customer Journeys themselves and how to get insights from the customer interactions and behaviors. The session will also explore how you can grade your leads generated from Marketing activity feeding straight back into your sales life cycle within Dynamics 365.

This session is in the past.  Click here to watch the on-demand recording.

What's New in Dynamics 365 for Sales?

June 14, 2018 | 9:00am-9:30am CST – The focus of the Spring Release 18 for Sales is all about intelligence and analytics for your sales team. The updates allow them to stay better engaged with your customers, send the right messages at the right time, and increase their productivity. In this session, learn about the powerful embedded intelligence features of Relationship Assistant, Auto Capture, Email Engagement, and the enhanced integration with LinkedIn Sales Navigator.

This session is in the past.  Click here to watch the on-demand recording.

Happy Dynamics 365'ing!

Webinar Series: All About Dynamics 365 for Finance and Operations

As the Dynamics 365 platform continues to evolve and change, we want to help keep you up on the latest and greatest info—so we’ve put together a webinar series featuring some of our resident Finance and Operations experts. Register for one or all of the series, and learn everything from the basic nuts and bolts of Dynamics 365 for Finance and Operations to upgrading your current system, exploring deployment options, learning what’s new since the July 2017 Update, and more.

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Webinar 1: What is Dynamics 365 for Finance & Operations?

October 24, 2017, 9:00 am CT

The Microsoft Dynamics suite of products has evolved to better serve the business demands of an increasingly complex and competitive landscape. As the traditional ERP workload, Dynamics AX has undergone digital transformation and brought under the Dynamics 365 umbrella.

Join us as we explore the evolution of Dynamics AX, an overview of Dynamics 365 as a whole, and the Finance and Operations workload within Dynamics 365. We’ll cover how this product can meet the needs of an end-to-end ERP solution.

This session is in the past. View recording here.

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Is Dynamics 365 for Finance and Operations Right for Me?

October 26, 2017, 9:00 am CT

In this webinar, we will explore the capabilities of the Finance & Operations workload of Dynamics 365. It will give you a greater understanding of the functionality included in the product and whether it can answer the needs of your organization for an ERP solution.

Learn the capabilities of the product, get a demonstration of workspace functionality, and understand key use cases. Stay for a question and answer period at the end.

This session is in the past. View recording here.

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Partnering with PowerObjects for an End-to-End Dynamics 365 Solution for Sales, Operations, and More

October 31, 2017, 9:00 am CT

Join PowerObjects to discuss how Dynamics 365 for Finance & Operations can integrate seamlessly with other Dynamics 365 offerings, such as the CRM workloads of sales, marketing, and customer service. Topics include:

We’ll provide an overview of PowerObjects’ value offering, our integrated areas of focus, and how we can provide end-to-end Dynamics 365 solutions, including CRM.

This session is in the past. View recording here.

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What’s New to Dynamics 365 for Finance and Operations

November 2, 2017, 9:00 am CT

This webinar will specifically explore the newest features that were unveiled in the latest release of Dynamics 365 for Finance and Operations. We will spend our time introducing you to the new and exciting features released in the July 2017 Update and how you can get the most of them.

This session is in the past. View recording here.

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Upgrading from Dynamics AX or Other Legacy Systems to Dynamics 365 for Finance and Operations

November 7, 2017, 9:00 am CT

What will it take for your organization to upgrade to the latest and greatest in the Dynamics product line? If you are current on a version of Microsoft Dynamics AX or another legacy system and are exploring an upgrade to Dynamics 365 for Finance and Operations, this webinar is for you.

This session is in the past. View recording here.

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Dynamics 365 for Finance and Operations: Cloud, On-premises, and Hybrid Deployment Options

November 9, 2017, 9:00 am CT

One of the most important considerations when implementing a Dynamics 365 solution is how it will be deployed. In this last webinar in our series on Dynamics 365 for Finance and Operations, we’ll lay out the available deployment options for your solution, along with the pros and cons of each type of deployment.

This session is in the past. View recording here.

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As always, please feel free to reach out to us with any questions.

Happy Dynamics 365’ing!

Customer Field Types in Microsoft Dynamics 365

Out of the box entities in Dynamics 365 have always had an advantage over custom record types due, in part, to the very cool features provided by the "Customer" field type. This allows either a Contact OR an Account record to be linked to a record via a look up field which provides an activity roll-up. For example, a typical structure has an Account at the top of the hierarchy and the Contact is linked to the Account using the Customer field type - in this case called "Account Name." Let's look at this closer in today's blog!

Customer Field Types

Opportunities, Invoices, Orders, and Cases (among others) all have the "Customer" field type  included out of the box, ensuring that if we add the Contact to that field and have the Account linked as above, any task linked to one of these record types using the "Regarding" field will be visible from the Contact AND Account.

See below for Tasks linked to a case but rolling up to the Account level using the "Customer" type field:

Customer Field Types

All that is great but what if you need this functionality for a new record type? Maybe you want to create a custom Invoice or Quote record? In the past, we'd be unable to get an activity roll-up view but no more! In Dynamics 365 we can now add this field type to any custom record. Now if we have tasks around a custom invoice record, these will roll-up to the Account for the sales person or case manager to review without additional clicks.

Note we've added a Customer type to our list on new field creation. Now we can add this to our custom records and as an activity linked to the records that are visible along the hierarchy!

Customer Field Types

And there you have it. "Customer" field types in Dynamics 365! To learn about the NEW updates coming to Dynamics 365 in the July 2017 Update, be sure to tune into our webinar series – now through August 22! Register here.

Happy Dynamics 365'ing!

Tune In for a New Webinar Series this January – CRM for Dynamics 365

 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!

PowerObjects Proudly Presents: Getting Started with Marketing Automation and CRM

Marketing automation is a term heard a lot in the business world these days, but what do people mean when they say marketing automation? That's a good question. The issue is that marketing automation means a lot of different things to different people, which is why Joe CRM has your back! PowerObjects proudly presents, Getting Started with Marketing Automation and CRM, a three-part webinar series.

In this webinar series, we'll be giving you our take on the topic. We'll define marketing automation, show you how to implement it within Microsoft Dynamics CRM, and address how marketing automation should fit into your overall digital marketing strategy. We believe you should be considering three main points when thinking about marketing automation:

1. You need to be using CRM to drive all of your marketing efforts.

2. Never stop marketing to your current customers.

3. Just try something!

Register now for one or all of the great sessions!

WHY YOU SHOULD BE USING MARKETING AUTOMATION IN YOUR MARKETING STRATEGY

In part one of our series, we will introduce the concept of Marketing Automation and show you why you should be using it in your overall marketing strategy as well as using CRM in the process.

Speaker: Jeff Wedren, PowerObjects Director of Marketing

REGISTER NOW

LAYING THE FOUNDATION FOR USING DYNAMICS CRM FOR MARKETING AUTOMATION

In part two of our series, we will give a high-level overview into how CRM and Marketing Automation are connected and how you get started implementing basic automations, things to consider, and more!

Speaker: Dean Jones, SVP

REGISTER NOW

INTRODUCING POWERNURTURE: A MARKETING AUTOMATION DREAM COME TRUE

In the final installment of our series, we highlight PowerNurture, a PowerPack add-on for Dynamics CRM designed to create and execute drip campaigns in CRM.

Speaker: Lindsey Stadsklev, PowerPack Pro

REGISTER NOW

Happy CRM'ing!