Webcasts on Demand
CRM with Microsoft Dynamics 365
Products Microsoft:
Power BI, SharePoint, Dynamics 365 Service, Dynamics 365 Sales, Microsoft Dynamics 365 Customer Insights, Microsoft Dynamics 365 Marketing
Sectors: Manufacturing industry, Construction supplier industry, Steel / Steel Service Center / Metal industry, Electro and electronic industry, Machinery and plant manufacturing, Consumer goods / retail, Automotive supplier industry
Processes: Service & Support, Sales, Marketing, Data Management, Analytics
Sectors: Manufacturing industry, Construction supplier industry, Steel / Steel Service Center / Metal industry, Electro and electronic industry, Machinery and plant manufacturing, Consumer goods / retail, Automotive supplier industry
Processes: Service & Support, Sales, Marketing, Data Management, Analytics
Duration of webcast: approx. 25 minutes
We present mobile apps and platforms that enable CRM solutions on your mobile devices. In addition, we will show you the integration possibilities of different communication channels for a 360-degree customer view using the example of Teams and SharePoint.
Contents of webcast:
- Power Platform and standard processes of Microsoft Dynamics 365 Sales
- Sales process from lead creation and processing to creation of sales opportunities, quotes, orders and invoicing
- E-mail integration with Outlook
- Document storage with SharePoint
- Analytics with Power BI
