Growing Your CRM Practice with Dynamics 365 in the Age of AI - BRK185

Overview

Discover how to leverage Dynamics 365 and AI to revolutionize customer relationships, boost sales performance, and maximize co-sell opportunities for enhanced business growth and success rates.

Syllabus

• Introduction to Dynamics 365 and AI
Overview of Dynamics 365 capabilities
Introduction to AI and its impact on CRM
• Transforming Customer Relationships with AI
Personalizing customer interactions
Utilizing AI-driven analytics for customer insights
Enhancing customer engagement through automation
• Boosting Sales Performance with Dynamics 365
Sales process automation and optimization
Leveraging AI for predictive sales analysis
Implementing AI-driven sales strategies
• Maximizing Co-Sell Opportunities
Identifying and nurturing co-sell partners
Using AI to enhance partner collaborations
Strategies for scaling co-sell opportunities
• Case Studies and Real-World Applications
Success stories of AI and Dynamics 365 in CRM
Lessons learned from industry leaders
• Hands-On Lab: Integrating AI with Dynamics 365
Practical session on implementing AI within Dynamics 365
Exercises in automating CRM processes
• Measuring and Enhancing Business Growth
Setting KPIs and measuring success rates
Continuous improvement through AI feedback loops
• Future Trends in CRM and AI
Emerging technologies and innovations
Preparing for the future of CRM with AI
• Conclusion and Next Steps
Recap of key learnings
Resources for further learning and development

Subjects

Business