April 14-17, 2024
Directions North America 2024
Sheraton San Diego Hotel & Marina
Directions NA 2024 was the largest yet, with a turnout of 1,286 attendees, of which 346 were first-timers. The event hosted 291 sessions and workshops for the attendees who represented 30 countries, 42 states and 6 Canadian provinces.
04-16-2024
Better Together: D365 Sales with D365 Business Central
While Business Central includes core Sales functionality, why not take Sales Engagement to the next level with Microsoft's full CRM solution, Dynamics 365 Sales? D365 Sales enables sellers to take advantage of advanced sales and customer engagement capabilities. During this session we will discuss Dynamics 365 Sales features as well as how it can integrate with Dynamics 365 Business Central.
Speakers:
Penny Leaver
Pre-Sales Solution Architect at TrellisPoint
Pre-Sales Solution Architect, TrellisPoint
https://www.linkedin.com/in/pleaver/
Penny is a seasoned veteran of the tech industry holding a variety of senior roles within operations, IT, and professional services departments. Her specialty is aligning technology with business processes and working with customers to streamline usability, increase user adoption, and improve ROI of their technology purchase. In her current role, she works to understand client needs during the sales process, so they have a successful CRM launch.
Penny Leaver
Pre-Sales Solution Architect at TrellisPoint
Pre-Sales Solution Architect, TrellisPoint
https://www.linkedin.com/in/pleaver/
Penny is a seasoned veteran of the tech industry holding a variety of senior roles within operations, IT, and professional services departments. Her specialty is aligning technology with business processes and working with customers to streamline usability, increase user adoption, and improve ROI of their technology purchase. In her current role, she works to understand client needs during the sales process, so they have a successful CRM launch.
Peter Katz
Vice President of Sales & Business Development at TrellisPoint
Peter is the Vice President of Sales & Business Development at TrellisPoint. He spent many years as an Information Technology Consultant and has deep experience across delivery, pre-sales and sales roles within the mid-market and enterprise IT consulting space. Since 2003, Peter has specialized in CRM technology consulting, beginning with the release of Microsoft CRM version 1.2. Since that time, he has focused almost exclusively on Microsoft Dynamics 365 and Power Platform technology consulting for sales, marketing, and service organizations.
Peter Katz
Vice President of Sales & Business Development at TrellisPoint
Peter is the Vice President of Sales & Business Development at TrellisPoint. He spent many years as an Information Technology Consultant and has deep experience across delivery, pre-sales and sales roles within the mid-market and enterprise IT consulting space. Since 2003, Peter has specialized in CRM technology consulting, beginning with the release of Microsoft CRM version 1.2. Since that time, he has focused almost exclusively on Microsoft Dynamics 365 and Power Platform technology consulting for sales, marketing, and service organizations.