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( votes)The holiday season is just around the corner, but is your Dynamics 365 CRM causing unexpected challenges? Worried about disruptions affecting your year-end goals?
Don’t stress—Inogic has the perfect solution to ease your concerns and get your CRM back on track!
Introducing Season 3 of our Pre-Holiday Webinar Series! This magical series is designed to resolve your CRM challenges, ensuring you enjoy a stress-free holiday season. With streamlined solutions, you’ll start the new year with efficient business processes and renewed confidence.
Let’s dive into the common challenges and the tailored solutions waiting for you:
Struggling with Multi-Channel Communication?
Are you having trouble answering several clients’ questions at once using several communication channels like WhatsApp, TextSMS, and Live Chat?
Then, book your calendar for 2nd December 2024! On this day, the first magic box with answers to your problems with successful communication will be revealed!
Omnichannel Apps – WhatsApp, SMS, Live Chat – Unify Your CRM with Omnichannel Messaging!
Why to attend?
Join this session to explore how WhatsApp4Dynamics, TextSMS4Dynamics, and LiveChat4Dynamics can simplify your CRM experience. Learn how to stay on top of customer interactions with instant notifications, manage conversations seamlessly within CRM, and automate updates to save time. Discover tools to streamline communication, engage customers effectively, and boost productivity with real-time alerts and smart automation. Don’t miss out!
Attend our webinar to learn WhatsApp4Dynamics, TextSMS4Dynamics, and LiveChat4Dynamics can help you manage your CRM operations while staying connected with ease.
Available Slots: 3 PM AEDT 11 AM CET 11 AM EDT
Struggling with Route Optimization and Scheduling?
Are you trying to find a way to optimize your field representatives’ holiday appointments? Do you need a simple method for creating client activities along the best routes?
Next, mark a time on your calendar for December 3, 2024, to learn more about Maplytics. This platform enables you to create activities for clients along smart routes, as well as to pre-plan holiday appointments for field representatives using waypoint optimization and manage them using Maplytics on the Dynamics 365 mobile app and Lasso tools.
Maplytics – Field Service Excellence: Route & Schedule Optimization in Dynamics 365!
Why to attend?
Discover how Maplytics can simplify your operations and boost efficiency with exciting new features! Learn to embed Maplytics in Power Pages for effortless data visualization, automate scheduling with skill-based assignments, and manage territories more effectively. Experience smarter route optimization for faster, more efficient travel and explore enhanced mobile app compatibility for on-the-go convenience. Don’t miss this opportunity!
Attend the webinar to learn about Auto Scheduling, Route Optimization, Territory Management, and much more!
Available Slots: 3 PM AEDT 11 AM CET 11 AM EDT
Struggling with File Management and Document Security?
Are you trying to find a one-stop solution that will help you manage your documents efficiently and securely migrate them from CRM to the appropriate cloud storage to save CRM storage while preserving security and privacy?
Then set a date on your calendar for December 4, 2024, when the capabilities of the SharePoint Security Sync app and Attach2Dynamics will be revealed.
File and Storage Management Apps – Best Practices for SharePoint Document Management with D365 Integration.
Why to attend?
Learn how to streamline your document management with Attach2Dynamics! Discover effortless ways to move CRM attachments to cloud storage, automate permissions syncing, and bulk migrate notes and emails. Explore features like auto-syncing security roles, overcoming SharePoint library limits, organizing documents with metadata, and preserving compliance with modification dates. Plus, see how to drag and drop email content from Outlook directly into cloud storage for seamless integration. Don’t miss out on this chance to simplify your Dynamics 365 experience!
Attend our exclusive webinar to see how Attach2Dynamics and SharePoint Security Sync can help you optimize storage, improve security, and organize data for a stress-free start to the new year.
Available Slots: 3 PM AEDT 11 AM CET 11 AM EDT
Having Trouble Organizing and Managing Your CRM Workflow?
Are you confused about the workflow status, the relationship between entities and CRM data?
Reserve your spot for our webinar on December 5th, 2024, where we’ll reveal a streamlined solution to help you visualize and manage your CRM workflow in a more organized and productive way.
Visualization Apps – Drive Decisions with Data Visualization: Turn CRM Data into Insights.
Why to attend?
Discover smarter ways to manage your CRM with tools like Kanban Board, Map My Relationships, and Business Process Checklist! Learn to visualize data as interactive swim lanes, track relationships in a mind-map view, and automate next steps with predefined playbooks. Simplify task management, reduce delivery times, and ensure smooth processes with customizable tools designed for efficiency. Don’t miss this chance to elevate your Dynamics 365 CRM data visualization experience!
Attend our holiday webinar to learn how Kanban Board, Map My Relationships, and Business Process Checklist by Inogic may improve the way you manage and view data in Microsoft Dynamics 365 CRM.
Available Slots: 3 PM AEDT 11 AM CET 11 AM EDT
Struggling to Stay Updated on Key CRM Activities?
Are you frightened about missing out on critical insights into essential CRM activities and current updates? Then set an alarm on your calendar to be notified about our upcoming webinar, which will reveal how Alerts4Dynamics in Microsoft Dynamics 365 CRM keeps your team informed, organized, and ready for a successful start to the new year.
Alerts4Dynamics – Real-Time Alerts & Notifications: Optimize D365 for Peak Performance
Why to attend?
Stay on top of your Dynamics 365 CRM with powerful alert management features! Learn how to set up tailored alerts for custom or standard entities, categorize them by priority, and deliver notifications via pop-ups, emails, or form messages. Discover how to control visibility by user roles, track read and dismissed alerts, and ensure no update is missed with scheduled email summaries. Plus, explore the ability to send custom messages by tagging users directly from CRM records. Don’t miss this session!
Available Slot: 3 PM AEDT 11 AM CET 11 AM EDT
It’s the season to receive a magical gift before heading into the holiday spirit! Don’t miss out on this enchanting webinar series!
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If the available time slots don’t align with your holiday schedule and you’re worried about missing out on your gift from Inogic’s Santa, don’t fret! You can register for the webinar series at a time that works best for you. You’ll receive a link to the recorded session of your chosen time!
Want to unwrap the full potential of Inogic apps? Start your 15-day free trial today from our website or Microsoft AppSource.
Contact crm@inogic.com for more information about our apps or to set up a personalized demo.
Wishing you a joyous holiday season and a prosperous 2025! Happy holidays!
The post Season 3: Scaling New Heights with Inogic’s Dynamics 365 Apps – Your 2025 Roadmap appeared first on CRM Software Blog | Dynamics 365.
