Event

On Demand Webinar- Power your channel sales process with Microsoft Dynamics 365 Sales

This webinar explores how Microsoft Dynamics 365 Sales and Copilot for Sales empowers firms, advisors and intermediaries with generative AI & and automation to securely collaborate, streamline end-to end-client processes, and win more deals.

Learn how you can: 

  • Discover how Dynamics 365 Sales provides end-to-end visibility of intermediary channels, enabling collaborative sales processes with channel partners while ensuring regulatory compliance.  
  • Leverage automation and AI through Microsoft Copilot for Sales to gain a 360-degree view of client portfolios, personalize customer engagements, and optimize customer lifetime value.  
  • Empower your intermediary sales team by providing real-time access to end-client processes, reducing the need for updates.  
  • Seize the right moment to close deals with real-time business insights, revolutionizing your channel sales strategy! 
Ben Revill | Senior Financial Services Business Manager, Xpedition
Mark Ross-Innes | Dynamics 365 & Power Platform Solutions Architect, Xpedition