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Watch the recording: Unlocking the customer journey with AI
Gear up for a transformative experience, tailor-made for leaders in Professional and Financial Services. Join Microsoft Technical Specialist, Charlie Yorke-Starkey, Incremental Sales Lead, Toby Harris, and Incremental Senior Pre-Sales Consultant, James Freel, in this on-demand webinar as they equip you with the tools and insights to leverage Microsoft's AI capabilities within Dynamics 365 and Power Platform, enhancing your CRM, marketing, sales and billing processes.
Here’s what this webinar covered:
AI Integration in customer engagement- Master the art of integrating AI to elevate marketing outreach and CRM efficiency
- Discover real-time analytics tools that offer actionable insights for strategic decision-making
- Uncover AI-driven approaches to streamline sales from initial engagement to onboarding
- Delve into the alliance of Microsoft Viva Sales and Copilot, offering a comprehensive view of CRM relationship health, and enabling targeted, impactful efforts
Brand new demos, exploring:
- Copilot for Dynamics 365 Customer Insights - Journeys
- Copilot for Dynamics 365 Sales
- Achieving a single source of truth with within Dynamics 365 Sales
- Productivity automation within Power Automate.