Event Categories: D365 Customer Engagement / CRM

Get ready to explore the most powerful updates for Dynamics 365 CE in the Wave 2 release!

Here’s a preview of what we’ll cover – and there’s even more in store:

Sales:
✓ Copilot immersive homepage
✓ Customized lead qualification process
✓ Common data modeling mistakes to avoid

Customer Insights – Journeys (Formerly D365 Marketing)
✓ Create brand-consistent emails with templates and Copilot
✓ Email engagement with heatmap analytics

Field Service
✓ Remote Assist in Teams calls using FS Mobile
✓ Summarize work orders in Outlook with Copilot FS extension

As sellers, we’re facing higher demands, heavy workloads and tedious reporting while being stretched to reach our targets. And while we can’t magically add more than 24 hours to a day, Stoneridge Software is helping others make the most with the hours they have.

We’re taking the Microsoft tools you already use and infusing them with Copilot for Sales to lighten workloads, boost efficiency and save time. Spend less time in mundane data entry and follows up and more time where it matters – building relationships with your high-valued prospects and leads.

Hear from our team, Microsoft, and clients as we walk through the ways to automate tasks, gain accurate insights, and report on KPIs with applicable Copilot for Sales use cases. Put time back in your calendar to make smarter sales decisions in this easy-to-follow, three-part series.

The Smarter Sales Series Overview:

1. Part 1: Accelerate Sales Success and Pipeline Growth with AI – November 15
2. Why AI Matters: The KPIs That Show Real ROI – November 22
3. Real Talk: Stoneridge Sales Team’s CE & AI Journey – December 6

Attend all 3 parts of the Smarter Sales Series and get your Craftmix 5PM Happy Hour Kit!
Seal the deal, then sip in style – you’ve earned it. 🥂