Gain a 360° View of Your Business with ERP + Dynamics 365 for Customer Engagement

by | Updated September 13, 2018 | Dynamics CRM, News, Training

From your sales and marketing team, to your office staff, to your accountants – everyone on your team wins when you integrate CRM with your current Dynamics ERP software solution.

Dynamics 365 for Customer Engagement is a full Customer Relationship Management software solution that will give your team the cutting edge when it comes to the sales cycle, marketing to customers and prospects, and growing customer relationships and satisfaction.

Dynamics 365 for Customer Engagement not only integrates directly with any Dynamics ERP system, allowing invoices and customer data to flow back and forth, but also with Outlook, allowing users to associate emails, contacts, and events with a customer’s account.

Dynamics 365 for Customer Engagement can take your business further by giving your team the tools that make sales, marketing, and ongoing customer engagement easier. Make plans to join us during each of our upcoming free webinars on how you can leverage CRM at your company.

ERP and CRM - Better Together

CRM and ERP – Better Together

Thursday, August 9, 2-3 p.m.

From your sales and marketing team, to your office staff, to your accountants – everyone on your team wins when you combine CRM and ERP software. Join Stoneridge Software for our first of a series of four webinars exploring how CRM can benefit your business, help you close deals faster and better serve customers.

During this webinar you’ll learn how seamlessly Dynamics 365 for Customer Engagement can integrate with your Dynamics ERP system, reducing the time your departments are sending data and files back and forth and eliminating the need for most of your manual entry.

Watch the recording here.

 

Implementing Dynamics 365 for Customer Engagement with the QuickStart Method

Wednesday, August 29, 11 a.m. – Noon.

You can avoid a long software implementation timeline with the QuickStart offering from Stoneridge Software. During this webinar, you’ll learn how a CRM expert can get you up and running with Dynamics 365 for Customer Engagement in only 10 days and at a fraction of the cost compared to more lengthy implementations. You’ll hear about what happens during each of the 10 implementation days and see an example of a CRM system that was put in place using the QuickStart method.

Watch the recording here.

 

Maximize the Impact of Dynamics 365 for Customer Engagement

Wednesday, September 19, 11 a.m. – Noon.

During this webinar, you’ll learn how to maximize the impact of Dynamics 365 for Customer Engagement with a strategic plan that streamlines your processes and eliminates the unnecessary manual entry. By developing a roadmap for your business, you will see a higher ROI and increased efficiencies.

 

New Features in Dynamics 365 for Customer Engagement – Fall Release 2018

Tuesday, October 9, 11 a.m. – Noon.

During the final webinar in our CRM series, we’ll highlight new features in CRM that have made it a more robust solution with LinkedIn and Teams integration, lead and contact linking, universal scheduling for service and resources, sales playbooks, and much more. If you thought you knew what CRM has to offer, you may be surprised to learn how much more Dynamics 365 for Customer Engagement can do.

Interested in learning more about Dynamics 365 for Customer Engagement right now? Let us know, we’d love to chat.

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Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

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