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Making CRM Work for You: Smarter Selling with Dynamics 365 + AI

Webinar

Agenda


11:00 – 11:05
Welcome & Introductions
- Brief welcome from the Kick team
- What we’ll cover and why it matters for SMEs
11:05 – 11:15
The Hidden Cost of Manual CRM
• Common inefficiencies in legacy CRM use
• The business impact of poor adoption, data silos, and admin overload
11:15 – 11:30
Live Demo: Dynamics 365 CRM in Action
• Real-time insights and automations
• Integration with Outlook, Teams, and Excel
• Personalisation and reporting made simple
• How AI (Copilot) is changing CRM day-to-day
11:30 – 11:40
Key challenges, implementation experience, and early wins
11:40 – 11:45
Q&A and next steps
• Open floor for questions
• How to explore D365 CRM further with Kick

Details:

Date: 12 August

Time: 11am

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