Power BI 101 Series: Sales Reporting Dashboard with Power BI Webinar
In the third part of our webinar series, we’ll be demonstrating how to build a Power BI sales reporting summary from scratch. The sales dashboard will provide not only an overview of your business’s sales performance but also make it easier to drill into sales performance analytics. You will learn all the steps needed to connect your sales data from within Microsoft Dynamics and transfer it into Power BI. Watch us step-by-step as we show you all the calculations needed to make a sales reporting dashboard. By the end of this webinar, we'll show you how to create the following:
1.Sales by Product Line
2.Customer by Location
3.Sales by Customers
4. Top Salespersons
Date: Wednesday November 14, 2018
Time: 2:00PM-3:00PM EST
LinkedIn Sales Navigator is an enhanced social selling tool which learns from your behaviors and preferences to recommend viable prospects. Not only that it also feeds you information which can help you enhance your current connections, and give you insight into new potential connections. Partner this tool with Dynamics 365, and you are off to the races, providing you with integrated tools which allow you to have all the information you need in one place.
Topics of Interest:
· What is LinkedIn Sales Navigator
· Leverage the feature set of LinkedIn Sales Navigator
· CRM Widget - Company and Member Profiles embedded in D365 records
· CRM Sync - Bi-Directional Sync between D365 and LinkedIn Sales Navigator
Date: Thursday, April 26, 2018
Time: 11:00AM EST - 11:30AM EST
Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner
Microsoft Dynamics CRM 2015 new release, otherwise known as "Vega", is set to be launched before the end of this calendar year. Microsoft Dynamics CRM products help companies unite their marketing, sales and service teams with the insights they need to deliver amazing customer experiences every time.
Guided Sales Processes - The Microsoft Dynamics CRM 2013 business process flows are improved in the new version and include a branching capability to allow organizations to implement complex business processes.
Campaign Management Console – The Campaign Management Console will include A/B testing, multi–condition triggers and cross campaign offers with results displayed in real-time analytics.
Case Management – Agents will be allowed to pause and resume Service Level Agreements (SLAs) and track the time for which a case was on-hold.
Social Listening – Users will be able to listen to social conversations in 19 languages as well as use location filters to narrow data results and see social media posts from specific countries.
Calculated fields – You can define calculated fields in CRM to contain values resulting from common calculations, such as math and conditional operators, without writing any code.
You can view a full list of the Dynamics CRM 2015 new features as well as more details about them in our infographic:
Stay tuned for more innovations and exciting capabilities that Microsoft Dynamics CRM 2015 has to offer.
Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., an Ontario Business Achievement Award for Service Excellence 2014 Finalist
Dynamics GP allows users to enter invoices through a number of different methods. When first accessing the invoicing windows in GP, users will often encounter a system alert warning them of the fact that they have multiple windows with which to enter the data. Without intervention, this warning will always appear for users moving forward.
To get rid of this warning, run your GP Utilities (from your Start menu). In the Additional Tasks window, select the ‘Remove SOP and Invoicing message’. Proceed to uncheck ‘Warn in Sales Order Processing’ & ‘Warn in Invoicing’. When complete, the warning will be gone forever.