Integrating ERP with Dynamics 365 Customer Engagement (CRM) | Webinar Series

This fall we have plenty of webinars and live events coming up to educate you on valuable solution add-ons, the CRM October Release Wave, Power BI, Microsoft Teams and more. On September 25 we’ll be kicking off our 3-part webinar series on Integrating Dynamics 365 Customer Engagement with ERP. This webinar series is ideal for users of Dynamics GP, NAV, AX or Dynamics 365 Finance & Operations and Business Central who are considering a CRM solution.

During Part 1 of the webinar series, you’ll learn how you can remove that pesky siloed information issue that plagues many organizations today. We’ll look at improving your metrics by becoming proactive versus reactive with AI, how to start accessing your information from anywhere/anytime and follow a Day in the Life scenario of a salesperson tracking a lead all the way to the approval process.

Part 2 of the series will show you how Dynamics 365 CE (CRM) integrates into Dynamics 365 Business Central, we’ll discuss the Microsoft eco-system and how all the applications work together and dig into marketing campaigns and sales processes.

We end the webinar series with Part 3, discovering how Power BI is embedded into Dynamics 365, gaining insights into integration between Dynamics 365 for Sales and Dynamics GP and talk about Encore’s two implementation approaches.

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September 25 – Why People are Choosing Dynamics 365 Customer Engagement (CRM)

In this webinar we will be discussing what we’ve found to be the 5 primary reasons organizations are choosing Dynamics 365 CE (CRM) as their platform. We will walk through a day in the life scenario in the Dynamics 365 system. See how information will flow through your business systems to reach the right people, in the right format to be actioned on.

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October 24 – Dynamics 365 CE (CRM) and its Place in Your Whole Organization

We are stronger as a whole and so is Microsoft. In this webinar we will discuss Dynamics 365 Customer Engagement (CRM) and its role in the Microsoft platform. We will highlight how all of the applications work together to give visibility to your information from many different perspectives. Your information no longer has to be isolated in one application!

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November 20 – Crawl, Walk, Run – Where to Start in Dynamics 365 CE (CRM)

Now that Dynamics 365 CE (CRM) has proven to be your choice as a platform, where do you start? At Encore we understand the heavy weight of the analysis and implementation process on an organization, and we’re here to develop the right strategy for you. In today’s webinar we will provide an overview of our two implementation approaches for D365 CE (CRM) – our traditional implementation methodology and our NEW Quick Start implementation approach.

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Read Case Study of a Manufacturer's Dynamics 365 Implementation with Encore

"We met our three project goals of 100% completion of critical business requirements at Go Live, completed with 90% Best Practices or better, and GO Live done in a timely manner."

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What Is a D365 Implementation Really Like?

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