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.

04-14-2024

How to Demo D365 CRM (Sales, Customer Service, Customer Engagement)

04:15 PM - 05:00 PM Coral 4 Back to event schedule

D365 CRM has evolved into separate applications consisting of Sales, Customer Service and others including Power Apps.

How do you demo these different value propositions to your prospects, and even more importantly, what is the necessary to understand PRIOR to committing to a demonstration?

Marc Wolenik will guide you step-by-step through the 25 most important things you need to do before, during and after a potential sale of D365 CRM and leave you with all the tools necessary to both enable your sales team to understand qualifying questions as well as how to effectively demo D365 CRM.

Speakers:

Marc Wolenik

Microsoft MVP (Alumni), Author and Speaker

Speaker, author and entrepreneur on digital transformation and emerging technology, Customer Relationship Management (CRM) and business/organizational change. Author of 5 books on Microsoft Dynamics CRM - https://amzn.to/1rdqteQ, a former Microsoft Most Valuable Professional (MVP) and previous Certified Project Manager Professional (PMP).

Recipient of "Exceptional Talent" recognition by the U.K. in 2018 (via approved Tier 1 Visa).

Founded Webfortis (acquired in 2016), a Microsoft Dynamics CRM products and services company, recognized as both a Gold Certified Partner and an Inner Circle/Presidents Club recipient for multiple years.

Multiple previous board/advisory positions, including the Executive Director for the Blockchain User Group (BUG) EMEA as well as Board of Directors for eXtremeCRM (US), Board of Directors for CRMUG, multiple Microsoft Partner Advisory Councils (PACs) for both the US and World and involved in multiple Microsoft Product Council memberships (TAP's and pre-TAP) for emerging products and technology. Prolific public speaker/presenter (contact for full speaking engagement topics and events).

By clicking 'Accept All' you consent that we may collect information about you for various purposes, including: Statistics and Marketing