Bridging the gaps between Microsoft Dynamics 365, email, and calendar can be challenging – especially if you have existing complex multi-platform business applications to consider. Do you need a secure and scalable sync solution for your complex or hybrid environment?

This 30-minute webinar is ideal for Client Engagement Specialists, Digital Transformation Managers, CRM Managers, and Business Analysts who are working with Dynamics 365 and would like to learn how Riva goes beyond what out-of-the-box sync solutions can offer to create true cross-platform interoperability.

Key Takeaways

Learn how Riva maximizes the power of your Dynamics 365 investment while keeping your customer data secure.

Agenda

  1. The importance of omnichannel data management for CRM
  2. How Riva supports the Dynamics 365 community
  3. Client success story
  4. Insights from Gustaf Westerlund
  5. Q & A

Breakdown of Minutes

  • 2:11 – Agenda
  • 2:48 – The importance of omnichannel data management for CRM
  • 3:48 – The difficulties of understanding the full customer journey
  • 4:30 – How Riva supports the Dynamics 365 community
  • 5:20 – True system-agnostic data automation for Dynamics 365
  • 6:00 – The importance of the data
  • 6:51 – Navigating the hidden dangers
  • 8:24 – Complex email integration support for Office 365 and Outlook
  • 9:28 – Integration with G-Suite
  • 10:40 – Riva for Dynamics 365 Field Service
  • 11:51 – Customer success story
  • 13:17 – Gustaf Westerlund insights
  • 19:00 – Q&A
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