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( votes)Thank you for joining our exclusive webinar series from September 24th to 26th, 2024 – Techtember Webinars: Exclusive Preview of Inogic’s Innovations at Community Summit NA! We are thrilled to share valuable insights into innovative business solutions designed to elevate your Dynamics 365 CRM experience.
Over the course of these sessions, we explored how integrations with platforms like WhatsApp, SMS, and Live Chat can streamline sales communication and improve efficiency. We also discussed effective document storage and management, as well as the powerful insights geospatial tools can provide for strategic decision-making and deeper customer engagement.
If you were unable to attend any of the sessions, don’t worry! Recordings are now available for you to access at your convenience. This is a fantastic opportunity to catch up on the valuable insights shared and discover our innovative apps that will be highlighted during the upcoming Community Summit #MySummitNA, taking place from Oct 13 to 17, 2024, in San Antonio, Texas.
Don’t miss your chance to enhance your business processes and explore what Inogic has to offer.
Check out the recordings of your desired sessions and take the first step toward transforming your sales strategy!
Webinar 1: Transform Your CRM Messaging with WhatsApp, SMS, and Live Chat Integrations
Clear communication is crucial for fostering strong customer relationships and boosting sales. Our recent webinar showcased three powerful Inogic apps designed to integrate Microsoft Dynamics 365 CRM with WhatsApp, SMS, and LiveChat.
Here’s a quick recap of how these tools enhance your CRM experience by streamlining interactions with customers, prospects, and partners:
- Get immediate alerts for new WhatsApp messages, complete with a chat bubble showing unread counts.
- Handle WhatsApp conversations within CRM and create CRM records from those chats.
- Set up automated WhatsApp messages for events such as order confirmations or reminders.
- Stay updated with instant SMS alerts in CRM so you never miss a message.
- Save time with customizable, trigger-based SMS automation.
- Enhance customer engagement using images, emojis, and support for multiple languages.
- Receive real-time notifications in Dynamics 365 CRM for every new live chat.
- Oversee and review all live chat conversations directly within CRM.
- Automatically log chat interactions as leads or cases for streamlined tracking.
Click to check out our Webinar Recording.
Webinar 2: Power of Maps for Field Reps in Dynamics 365 & Power Pages
Maplytics is a certified geolocation app on Microsoft AppSource, designed to provide organizations across various industries that use Dynamics 365 CRM with location intelligence. This powerful tool visualizes data from CRM on maps, allowing you to improve sales, analyze workloads by location, plan meetings more effectively, and reduce travel time and costs.
Here’s a quick recap of how Maplytics enhances your CRM experience by leveraging the power of location intelligence in Dynamics 365 CRM:
- Streamline client activity planning by optimizing routes and travel time.
- Automate work order scheduling based on the skills of available resources.
- Assign and unassign records to territories efficiently.
- Automate work order scheduling based on resource expertise.
- Effectively manage the assignment and removal of records from territories.
Click to check out our Webinar Recording.
Webinar 3: Save CRM Storage Space and Auto Sync Security Privileges to SharePoint!
Users of Dynamics 365 CRM frequently encounter storage limitations and difficulties with secure document transfers to SharePoint. Performance can decline with excessive data, and conventional solutions can be expensive. This webinar presents Attach2Dynamics and SharePoint Security Sync—two Inogic apps created to improve document security and optimize CRM storage management.
Here’s a quick recap of how these apps enhance your CRM experience by streamlining document security and storage management:
- Transfer email attachments and body content from Dynamics 365 CRM to Dropbox, SharePoint, and Azure Blob Storage.
- Automate user permissions for actions like Upload, Download, and Email using Security Templates.
- Easily drag and drop emails and their attachments from Outlook to cloud storage with the Attach2Dynamics interface.
- Auto sync security permissions between CRM and SharePoint.
- Create customized folder structures to avoid the 5,000-item limit in SharePoint libraries.
- Organize documents in SharePoint with customizable metadata columns.
Click to check out our Webinar Recording.
This webinar series served as a prelude to your visit to Inogic’s booth 1017 at the Community Summit NA!
Interested in trying our apps? Take advantage of a 15-day free trial available on our website or Microsoft AppSource.
To schedule a personalized app demo, contact us at crm@inogic.com.
Discover how our innovative apps can enhance your CRM investments!
Let’s countdown to #MySummitNA together!
The post Join Us at #MySummitNA: Recap of Our Exclusive Techtember Webinar Series! appeared first on CRM Software Blog | Dynamics 365.
