Stoneridge Connect Fall 2020: Dynamics 365 Customer Engagement / CRM Sessions

by | Updated November 18, 2020 | Dynamics CRM

The Stoneridge Connect Fall 2020 Online Conference is open for registration! Dynamics 365 Customer Engagement / CRM sessions will be held throughout the event from October 19-22. View all topics below and click on the session title to register! See our registration page for the full agenda.

Mon. Oct. 19
11:15 – 11:45 a.m.
To Integrate or Not to Integrate

To Integrate your systems or not? That shouldn’t be a question! Integration can be complex and doesn’t always mean moving data. In this session we’ll see how eOne’s tools SmartConnect and Popdock fit into your Microsoft Dynamics Integration strategy. We’ll discuss when it makes sense to actually generate data (handle full integration) vs. when and how you can display data to provide visibility without moving any data…such an important requirement when we pay dearly for our cloud space, eh? Join us to see how you can seamlessly integrate your cloud applications with Dynamics 365 Business Central, Customer Engagement, or Dynamics GP without code for your unique requirements.

Mon. Oct. 19
11:15 – 11:45 a.m.
 

Microsoft Dynamics and Marketing Automation for Advanced Marketing and Sales Users

Want to better understand your buyers and their motives so that you can make the most of your sales and marketing efforts? Leveraging Microsoft Dynamics and the emfluence Marketing Platform, this interactive session will teach you how to gather data from Dynamics, your marketing automation platform, your digital marketing sources, sales team, support team and more to build a true picture of your customers’ unique journey, plus we’ll show you how to put that map to work to build more successful sales and marketing campaigns for the future.

 

Mon. Oct. 19
2 – 2:45 p.m.
 

CI in 45: D365 Customer Insights Showcase 

Do you have critical customer data in multiple databases? Are you looking to consolidate true customer profiles and use machine learning capabilities to drive predictive sales, marketing, or service? This ‘CI in 45’ session will give you the ins and outs of using Customer Insights across multiple data sources, as well as provide a glimpse into the power Customer Insights provides organizations of any size.

Tues. Oct. 20
2 – 2:45 p.m.
 

Dynamics 365, Teams, and Data Flex – How you can Take Advantage 

Microsoft recently announced DataFlex – a light version of CDS included in Microsoft Teams. But what does that mean for you? Join this session to learn how you can take advantage of easily deploying low-code apps in Teams that integrate directly with Dynamics 365.

Wed. Oct. 21
10 – 10:45 a.m.
 

Dynamics 365 CE + Power Platform Wave 2 Showcase

Learn what’s new and exciting in the latest feature release for both Dynamics 365 CE and the Power Platform.

Thurs. Oct. 22
1 – 1:45 p.m.
 

Empowering a remote sales team with Dynamics 365 Customer Engagement

The Dynamics 365 mobile app can give your sales team the information they need when they need it. Learn how to get started with the mobile app and best practices for your sales team to excel.

Thurs. Oct. 22
2 – 2:45 p.m.
 

Real-World Success Stories – How Dynamics 365 Customer Engagement Changed Operations at Two Businesses    

The capabilities of Dynamics 365 Customer Engagement extend far beyond traditional sales and marketing functionality. During this session, you’ll hear two real-world success stories about companies using CRM in unique ways. The first example highlights a company with a custom-built scheduling, dispatching, and mobile solution to enable their remote workforce. The second story highlights how a portal connected sales team members, distributors, and the production line to be in sync with each other to speed up sales and delivery.

 

Looking for more great sessions? Check out our other session tracks:

Agriculture
Power Platform
Field Service
Manufacturing
Dynamics GP
Dynamics 365 Business Central/Dynamics NAV
Dynamics 365 Finance and Supply Chain Management/Dynamics AX
Business Leadership

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Upcoming Events

september

01sep10:00 am10:30 amEnsuring Quality and Compliance for Batch Manufacturers in Life Sciences

01sep12:00 pm12:30 pmIs it Worth It to Move to the Cloud? A Look at Considerations for Current Agribusinesses Using Dynamics GP

01sep2:00 pm2:45 pmWhat’s New in Dynamics 365 Finance and Supply Chain

09sep11:00 am12:00 pmConfab Live with Stoneridge – Data Strategy and Reporting – Mining Decision Making Insights

15sep10:00 am11:00 amSolving the Biggest Challenges in Agribusiness Through Innovation and Technology

22sep12:00 am12:30 pmSimplifying Payroll and HR Management with ADP Workforce Now

22sep10:00 am10:30 amStreamlining Batch Manufacturing with Technology

22sep2:00 pm2:30 pmProcess Automation for Microsoft Dynamics D365 for Business Central, Finance and Operations and GP

23sep11:00 am12:00 pmConfab LIVE with Stoneridge - Riding the Wave 2 Release – Key Features Coming to Dynamics 365 this October

27sep(sep 27)9:00 am15oct(oct 15)11:00 amDynamics 365 Finance & Supply Chain Development Training - Online Workshop

29sep10:00 am11:00 amTop Five Reasons Why NOW is the Right Time to Move from Salesforce to Dynamics 365 Customer Engagement

29sep12:00 pm12:45 pmUnderstanding Job Costing and Tax Management in Business Central

29sep2:00 pm3:00 pmDigitalizing Horticulture & Agriculture - How to Sell Plants Online and Simplify Business Management

30sep12:00 pm4:00 pmSecurity and Permissions Training for D365 Business Central or Dynamics NAV

october

27sep(sep 27)9:00 am15oct(oct 15)11:00 amDynamics 365 Finance & Supply Chain Development Training - Online Workshop

06oct10:00 am10:30 amPreview of D365 Business Central Fall Release Features and Functionality

06oct12:00 pm12:30 pmInsider's Guide to New Features Available in the Fall Release of D365 Finance and Supply Chain

07oct11:00 am12:00 pmConfab LIVE with Stoneridge - Dataverse and Dynamics in Review – Let’s Get Technical

21oct11:00 am12:00 pmConfab LIVE with Stoneridge - Dataverse and Dynamics in Review – Let’s Get Functional

26oct(oct 26)9:00 am28(oct 28)5:00 pmStoneridge Connect Leadership and Community Conference

About Stoneridge
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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