Collaborate Canada - Toronto 2019

People are everywhere, and many of them access your network resources. In D365 you have customers in Sales, employees in Talent or F&O, resources in Field Service, vendors in F&O; in AX2012 you have workers, contractors, vendors, customers…the list goes on. Learn how to auto-create accounts, auto-provision licenses, and synchronize all people data – with automated, global security access – across your AD domain, Dynamics 365 suite, AX2012, and O365 applications.

Rule-driven network and application security is an imperative for any enterprise, large or small. elevateAD® for Active Directory Integration tightens enterprise security, keeps data centralized for GDPR, and facilitates SOX compliance.

You have paper problems, and we have the paperless solution. MetaViewer AP Automation/Document Management uses Robotic Process Automation (RPA), including Touchless Invoice Processing, to streamline business processes and take over high-volume, time-consuming tasks. Join our Paperless Automation session to learn how MetaViewer integrates seamlessly with Microsoft Dynamics, and how AP automation functionality eliminates manual data entry, increases ROI, enhances efficiency and dramatically improves visibility to get you out from under your heaping paper problem.

The Jet Global products from insightsoftware offer a suite of solutions for Excel-based reporting, analytics, budgeting, and data collaboration, so it’s important to understand what each has to offer, and which is right for you.  Join this session as we walk through the functionality of each solution – from Jet Reports, to Jet Analytics, to Jet Budgets and Jet Hub. See what each product offers and discuss which is your best solution.

Learn about The Portal Connector, some key features of The Portal Connector and see a live demo of how easy it is to build a full featured self-service portal yourself.

The Portal Connector solution works with Dynamics CRM On-Premise versions 2011+ as well as CRM Online, Dynamics 365 and CDS. Our Drag and Drop interface allows you to build custom portals using any data in your CRM/365/CDS Environment.

See how we provide the ultimate portal flexibility and usability for administrators, CRM Users and your end customers.

It’s the last mile of your sales cycle and it’s time deliver a proposal. How fast can you provide a quote?  How confident are you that it will be quoted right the first time? Have you maximized your profit margins? Will it be tied to your Dynamics system? Learn how Experlogix CPQ (Configure, Price, Quote) can dramatically improve your quote speed and accuracy.  This session will demonstrate several “real-world” examples of how Dynamics customers are more competitive in today’s market with the combination of Experlogix CPQ and Dynamics 365/CRM. 

The answer to that question is No!  Your sales pipeline is vital to the survival of your company.  Companies are expecting so much data entry from their sales people, that they are creating data monkeys.  We have gone from Customer Facing to Data Entry.  In this session, we will help you identify the 3 types of Opportunities, How to make a real and full Pipeline, and how to get sales people to put data in CRM.  We will also discuss the Coaching aspect of selling and how to leverage that using CRM as a tool to help close more deals.

Field service is no longer just about mitigating problems, but an opportunity to create a profitable revenue channel by adding service value and building stronger customer relationships. Come learn how to easily setup and manage the integration between Field Service and Microsoft Dynamics 365 for Finance and Operations. This integration enables synchronization of business processes between Finance and Operations and Microsoft Dynamics 365 for Field Service, providing an end-to-end solution to manage your entire business.

Hear best practices from Sierra Systems on how best to align with Microsoft release cycle for both Dynamics 365 CE and also for F&O. We'll discuss what the shift from the decades old "On Premise" model to the cloud means for your company's support model and your drive to continuously improve.