One customer view. The whole organisation. Live in Dynamics 365 CRM.

Imagine sales, marketing, finance, delivery and service seeing exactly the same customer – at the same moment. What would that mean for your business?

You probably have plenty of data already. The real gain lies in bringing it together, so every employee has the customer’s full history at hand – and every customer meets one organisation that works as one.

In 45 minutes, we go live in Microsoft Dynamics 365 CRM and show, through concrete use cases, how you can unify customer data, connect the customer journey from start to finish and give your people the right insights at the right time – so every customer conversation is stronger than the last.

From customer data to competitive advantage

Maybe you already work in Dynamics 365. Maybe you are considering it. Either way, the question is the same: How much more value could you create with the customer data you already have?

A strong CRM is not a filing cabinet. It is the engine that helps the whole organisation understand the customer, act faster and deliver a joined-up experience – from first contact to delivery, invoicing and service.

You will see – live:

• how one unified customer view gives sales, marketing and service an edge in every customer conversation

• how CRM and marketing automation work together – with real-time data exchange within Dynamics and between Dynamics and Agillic

• where Copilot and AI already save time and create real value today

And just as importantly: where AI may not.

Agenda

1.      From scattered data to one unified customer view

2.      Sales, marketing and service on the same foundation

3.      CRM and marketing automation working together – real-time data within Dynamics and between Dynamics and Agillic

4.      Copilot and AI in CRM – where does it make sense?

5.      What it takes to succeed: processes, ownership and adoption

6.      Live Q&A – get answers to your own questions

Is this session for you?

This session is for you if you work with CRM, sales, customer service, marketing, finance or data – whether you already use Microsoft Dynamics 365 or are considering how the platform could fit into your setup.

You will get the most out of the 45 minutes if you:

·       use Dynamics 365 today but are not getting the full value from your customer data

·       find that sales, marketing and service each work from their own version of the customer

·       spend too much time searching for information across systems and spreadsheets

·       want to connect CRM and marketing automation more closely, for example with Agillic

·       are curious about where Copilot and AI can create practical value in CRM

·       are about to choose or further develop your CRM platform

Or if you are simply asking yourself: Do we really know our customers well enough – and do we use what we know when it matters most?

No slide marathon. Real platform, real examples.

This session is designed differently from a traditional product webinar. We keep slides to a minimum and work directly in Dynamics 365 with concrete examples on screen.

You will not leave with a product brochure. You will leave with practical ideas and approaches you can take back to your own organisation – and put to use the very next day.

Bring your own challenges – we take questions throughout and answer them live.