​This masterclass is designed for business leaders, CRM decision-makers, sales heads, customer service managers, marketing teams, and digital transformation stakeholders looking to improve customer engagement and operational efficiency.

​Participants will walk away with a practical understanding of the core Microsoft Dynamics 365 Customer Engagement modules, including Sales, Customer Service, Customer Insights, and Field Service. The session explores how each module addresses real business challenges, from streamlining internal processes and improving customer experience to increasing team productivity and supporting more informed, data-driven decisions.

​Whether you are evaluating Dynamics 365 for the first time or looking to get more value from an existing implementation, this session will give you a clearer picture of what is possible and where to focus.

​As part of this session, Beyond the Box will be offering five complimentary CRM assessments to selected participants. This is a hands-on evaluation of your current CRM setup, identifying gaps, quick wins, and opportunities to get more value from your existing investment.

​Following the session, attendees interested in the assessment will be invited to fill out a short form describing their current CRM situation. Beyond the Box will select five participants based on relevance and fit.

​This session is part of the Global Startups 10th Anniversary Masterclass Series. As part of our week-long celebration, we invited select members of our community to share their expertise with a live audience. Beyond the Box is one of those members, and this is their opportunity to open the door to a direct conversation with the people who need what they do.

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