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Supercharge Your Sales Team: 4-Hr Briefing

BroadPoint, Inc

A free half-day immersive experience to show how integrating Dynamics 365 and Office 365 will improve your user experiences and increase organizational productivity.

A free, half-day immersive experience that will show you how integrating Dynamics 365 for Sales and Office 365 will enhance your sales team’s user experience, increasing their productivity and your organization’s overall performance.

During this briefing you'll learn how Microsoft Dynamics 365 for Sales and Office 365 can work together to deliver an intuitive, process-driven user experience that guides salespeople through the tasks and information they need to stay focused on closing deals. Sales reps will no longer be flipping from application to application to perform all of their sales activities. Instead, all of their important information will be presented contextually in a simple user experience.

This engagement is designed for business and IT users that will use Dynamics 365 for Sales and Office 365 within your organization.

Agenda

The following will be covered:

  • Introduction to Office 365
  • How to manage Dynamics 365 for Sales from the Office 365 environment
  • PowerApps and Flow
  • Dynamics 365 App for Outlook
  • Office 365 TEAMS
  • CRM and SharePoint online integration
  • CRM and OneDrive integration
  • CRM and OneNote integration
  • Azure integration with product recommendation and case suggestions
  • Excel and Word Templates
  • Power BI

At the end of the briefing, participants will understand what their day-to-day lives would look like for a user working within an integrated Dynamics 365 for Sales and Office 365 environment.

https://gallery.azure.com/artifact/20151001/broadpoint.d365_and_o365_briefing.1.0.0/Artifacts/SampleImage/4ced4b92-8707-4686-b2f0-c74305e11b23.png
https://gallery.azure.com/artifact/20151001/broadpoint.d365_and_o365_briefing.1.0.0/Artifacts/SampleImage/4ced4b92-8707-4686-b2f0-c74305e11b23.png
https://gallery.azure.com/artifact/20151001/broadpoint.d365_and_o365_briefing.1.0.0/Artifacts/SampleImage/ca18536f-f165-4467-b742-4681f8ccfcf1.png
https://gallery.azure.com/artifact/20151001/broadpoint.d365_and_o365_briefing.1.0.0/Artifacts/SampleImage/9839e9ce-fa4e-494d-8a75-f59bdf4249b0.png