We've Got to Keep Meeting Like This: Improve Team Meetings with Copilot, D365 and M365

Event Time

Originally Aired - Tuesday, October 15 • 8:00 AM - 9:00 AM CT

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Event Location

Location: 214B

Session Details

Title: We've Got to Keep Meeting Like This: Improve Team Meetings with Copilot, D365 and M365

Session Description:

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.

PRODUCTS

Sessions

  • Dynamics 365 CE/CRM
  • Microsoft Copilot

Type: Breakout Session

Ability Level: 201 - Intermediate

Primary Product: Dynamics 365 CE/CRM

Primary Track: Leadership

Track: Artificial Intelligence (AI),Leadership,Sales

Learning Objective 1: Create a culture of visibility, accountability and teamwork

Learning Objective 2: Give every team member a voice to drive innovation and buy-in

Learning Objective 3: Dynamics and Teams templates to aid you on your journey

Session Objective for Attendee: New To,Optimizing

Speakers

Desso-Cox, Tricia
Desso-Cox, Tricia
Managing Director - Operations at C5 Insight

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