Academy - CE/CRM/Copilot: 365 Leadership Day

Sunday, October 13 • 8:00 AM - 5:00 PM CT

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Location: 006B

Session Details

Title: Academy - CE/CRM/Copilot: 365 Leadership Day

Session Description:

*** This course requires a separate registration from the Conference ***

Registration for this course is closed.

Price: $1000

SEGMENT 1:

Copilot: Get Customers Faster, Keep Customers Longer

Speaker: TBD

In today’s fast-paced business environment, acquiring new customers and retaining existing ones is crucial for success. Microsoft Copilot for Sales and Service are powerful tools that can help you achieve both. In this session, targeted to c-level executives, sales and service directors and reps, and project leaders, we will explore how Microsoft Copilot can revolutionize your sales and service processes. From lead generation to meeting automation to customer retention, Microsoft Copilot provides a comprehensive solution that can help you get customers faster and keep them longer. Join us to learn how you can leverage the power of Microsoft Copilot to drive sales growth and enhance customer satisfaction.

This session will provide you with actionable insights and strategic frameworks to:

Accelerate Customer Acquisition
Enhance Customer Retention
Drive Operational Excellence
Leverage Data for Decision Making
Real-World Applications and Success Stories

SEGMENT 2:

7 Habits of AI Transformation Success

Speaker: Geoff Ables

Ready-or-not emerging AI and Copilot capabilities will transform every business. In this session, you’ll learn 7 essential components that every successful digital workplace project must have to prepare for the coming changes including:

Proven Planning Strategies: Crafting a vision and a plan for AI and digital transformation.
Stakeholder Engagement: Ensuring involvement from the C-suite to front-line employees.
Designing for Differentiation: Using AI to tailor your technology – not only driving operational efficiency, but delivering competitive differentiation.
Data Quality & Governance: AI is only as good as your data. Learn to overcome the garbage-in, garbage-out syndrome that is already undermining AI operations in many organizations.
Cultivating a Culture of Change: Ride the wave of change by driving adoption through learning, development, communication and active listening.
Support, Maintenance and Continuous Improvement: Ensure your digital workplace AI continues to learn and grow.
People-Centric Success: Strategies to ensure your AI initiatives remain centered on customer and employee needs

SEGMENT 3:

We've Got to Start Meeting Like This: Improve Every Meeting with D365, M365 and Copilot

Speaker: Tricia Desso-Cox

If you haven’t leveraged digital workplace solutions like Teams, SharePoint, and CRM for managing team meetings, you’re missing out on a significant portion of your investment’s potential. In this session, we’ll explore the three stages of digitally transforming your meetings across every team in your business.

Stages of Digital Meeting Transformation: Explore the three stages of digitizing your team meetings for enhanced productivity.
Improving 1-on-1 and Team Meetings: Learn techniques to drive improvement in both individual and group meetings.
Utilizing CRM for Peer Group Meetings: Discover how CRM can facilitate effective roundtable discussions among peer groups.
Using Copilot before, during and after meetings to get the most out of every meeting, every time
Unlocking Teams and SharePoint Secrets: Uncover hidden features in Teams and SharePoint that can drastically enhance meeting efficiency.
Integrating CRM Dashboards with Teams and SharePoint: Practical tips for combining these tools to engage your team, drive continuous improvement, and focus on the bottom line.

Learning Objectives:

Boost top-line revenue by 10% by becoming a digital leader
Create a culture of visibility, accountability and teamwork
Give every team member a voice to drive innovation and buy-in
Dynamics and Teams templates to aid you on your journey

SEGMENT 4:

Engage, Educate, Empower: Creating a Center of Excellence

Speaker: Geoff Ables

Leaders in change management have found that establishing a Center of Excellence (CoE) for change initiatives can be a critical step in successfully driving changes in behavior, thinking, and culture. CoE's have effectively driven change around CRM, digital modernization, analytics and business intelligence, and citizen developers. And they will be critical in driving the acceptance of AI into the workplace.

In this session, you’ll learn practical steps and strategies for setting up and evolving a CoE tailored to your organizational needs.

Understanding CoE: Grasp the concept of a Center of Excellence and its significance.
Business Scenarios: Explore how CoE can be applied to various changes, including CRM, citizen development, records management, BI/data-centric approaches, and AI adoption.
Evolving a CoE: Learn about the four stages of developing a CoE.
The Fourth Pillar: Understand the role of governance and master data management in creating an effective CoE.
Microsoft’s CoE Power App Solution: Discover how Microsoft’s CoE Power App can be integrated into your CoE strategy.
Setting Up a CoE: Follow these first six steps to develop a CoE in your business.

SEGMENT 5:

Revenue Engineering: A Non-Technical Workshop on Creating a CRM-Ready Sales Process

Speaker: Tricia Desso-Cox

To increase deal size, shorten cycle lengths, improve win rates, provide accurate forecasts, etc. you need a sales process. In this non-technical session, you will learn to create a sales process that your users will adopt, that your leaders can manage, and that drives measurable results.

Sales Process Development: Learn to create a manageable sales process that drives measurable results and gets adopted.
Aligning with Buyer’s Processes: Discover how top-performing sales teams design processes that sync with their buyer’s journey.
Team Adoption: Master the techniques for onboarding your sales team and engaging them in following and continuously improving the sales process.
Learn strategies to make your sales process effective and embraced by your team, and how coming AI advances combined with sales process will improve the sales cycle.

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8

Prerequisites: None

Advance Preparation: None

_{DCI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.}

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