Root16

7 key and common reasons people choose Salesforce for their customer engagement and sales force automation: 1. Market leader 2. Comprehensive platform 3. Customizable and configurable 4. AppExchange 5. Scalability 6. Industry-specific solutions 7. Emotional connection If Salesforce is working for you and your team for these reasons and you're getting value out of your #CRM deployment - we love to hear it. But if you aren't loving it, are experiencing the shadow side of some of these common reasons, and want to know why others are making a switch - let's talk about it. This Thursday (10/24) we're hosting a virtual event (aka a webinar), that will probably feel more like a live podcast between Brendan and Ariel on this topic. Join us live and bring your questions, or RSVP to get a link to the recording. https://lnkd.in/eY4886qb

October highlight (so far): Spending time with the WMWMG Team in Chicago. Thank you for inviting us to the party, Justin Raphael. It was great to spend time in-person with this team (new and old friends alike!). George Deplaris Jeff Meister Ariel Upton and the entire Root16 crew are ready to Win The Year with you all. #microsoftpartner

Visuals in Power BI make it easy to spot trends track goals, and immediately understand key data. In Douglas Walker's latest post, he walks you through a step-by-step guide to embedding a Power BI dashboard into Dynamics. Let's bring those real-time insights into your daily workflow (and increase the likelihood that your team is regularly reviewing your data). #MicrosoftPartner #PowerBI #Dynamics365 Read the full post here: https://lnkd.in/eerZZ-U2

Next week our very own Ariel Upton and Brendan Landers are hosting a virtual event called, "So, you might want to move off Salesforce...", designed for people who are seriously contemplating making a move, are in the process of figuring out a migration, or are unhappy but don't know where to start. This is a conversation, not a commercial. We're not going to tell you why you need to move off Salesforce to X-other platform. We're going to help you walk away with confidence that there are several GOOD choices available to you to help you build the tech stack you need for the future of your business. See you on 10/24 at 2 pm EST. And yes, we will be recording the event, so even if you can't make it live sign-up to receive the follow-up. Link to RSVP: https://lnkd.in/eY4886qb

Headed to #bizappspartnersummit? Blake Scarlavai is headed to San Antonio to present on #powerautomate. Mark your calendars - Wednesday, October 16th at 9:15 am central Power Up Your Automation Game: Pro Tips for Power Automate This session is built for pros and beginners alike. A few of the topics Blake will cover in this session: - Explore advanced features and best practices - Learn how to use advanced actions and expressions - Optimize performance - Troubleshoot common issues #mysummitna #SummitNA #communitysummit

Utilization is a key metric we track and live by as a professional services firm. Our resource manager and project leads need to have a constant pulse on under- or over-utilized resources, as well as upcoming project time estimates. In his latest edition of the #Copilot Chronicles, Pete Majer walks you through a step-by-step process of our internal use case, showing you how to create your own Copilot bot and hooking it up to generative AI sources, including Microsoft Dataverse. Using Copilot in Teams with natural language > running manual queries. Read the full step-by-step guide (link in comments). #microsoftcopilot #microsoftpartner

"Can Microsoft do everything Salesforce can?" It's one of the questions we get over and over again when talking to people considering making a move off Salesforce. As more and more companies are critically looking at their tech stacks, we decided to share our perspective on the most common questions and concerns we hear. So, you might want to move off Salesforce is built for product owners and business or IT leaders who are considering making a change. Join us on October 24th at 2 pm eastern to learn more! RSVP: https://lnkd.in/eY4886qb

Three reasons developers appreciate the power of early bound entities: 1. Type safety 2. IntelliSense support 3. Reducing runtime errors In his latest post, John Yenter-Briars shows us how to migrate to a new plugin package type while maintaining the benefits of early bound entities. Full post: https://lnkd.in/eb2WYQjs #CRM #powerplatform #microsoftpartner

Misconception: You only receive the out-of-the-box Copilot solution and must use it as defined by Microsoft. Reality: You can customize the out-of-the-box Copilot in D365 Sales with your own groupings and options. In his latest post, Pete Majer outlines how to use the Sparkle Menu to better guide your users in Copilot. Full post: https://lnkd.in/eUZUgMFQ #microsoftcopilot #microsoftpartner

We didn't need a reminder, but last week confirmed it. People and companies choosing to build with Microsoft (and work at the mothership!) are the best in the biz - smart, interesting, real, and an absolute delight to spend time with. A huge thank you to everyone who hung out with the Root16 crew last week in Las Vegas during the #PowerPlatform Conference. Sun is shining on a great start to FY25. #microsoftpartner