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

by | Updated September 25, 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

02sep10:00 am10:30 amThe Modern Manufacturer - Cycle Count Management

02sep12:00 pm12:30 pmBest Practices for Work Order Planning and Routing for Field Service Companies

09sep10:00 am11:00 amWhat is Levridge? An Overview of the Ultimate Ag Solution

09sep12:00 pm12:30 pmOverview of Microsoft Promotion for NAV and GP Clients

10sep11:00 am12:00 pmConfab with Stoneridge - Livestream - Field Service Comparisons

16sep10:00 am10:30 amThe Modern Manufacturer - Product Lifecycle Management

16sep12:00 pm12:30 pmHow to Upgrade to Dynamics 365 Finance and Operations: Examining Custom Code and ISV Implications

16sep2:00 pm2:30 pmScheduling and Dispatching for the Modern Field Service Company

23sep12:00 pm1:00 pmDynamics 365 Business Central Wave 2 Release Preview - An Overview of the Most Exciting New Features Coming in October

24sep11:00 am12:00 pmConfab with Stoneridge - Livestream - The Modern Workplace: Teams, Sharepoint, Outlook, Office, and AI Integration

30sep10:00 am10:30 amThe Modern Manufacturer - Return Management

30sep12:00 pm12:30 pmEmpowering Your Field Service Technicians with a Mobile Solution

october

07oct12:00 pm1:00 pmThe Three Paths to Business Central from Dynamics GP

08oct11:00 am12:00 pmConfab with Stoneridge - Livestream - The Vision and Strategy of Microsoft Business Systems

14oct10:00 am10:30 amThe Modern Manufacturer - Complex Cost Modeling

14oct12:00 pm12:30 pmGenerating Custom Inspection or Process Forms

19octAll Day22Stoneridge Connect Fall 2020

22oct11:00 am12:00 pmConfab with Stoneridge - Livestream - Stoneridge Connect Recap

28oct10:00 am10:30 amThe Modern Manufacturer - Engineering Change Orders

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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