Unify Dots, a global Microsoft Solutions Partner, has announced a series of educational webinars this July, focusing on the integration of AI-powered features within Microsoft Dynamics 365. These sessions aim to demonstrate the transformative impact of AI on financial operations, insurance customer relationship management (CRM), and supply chain pricing strategies.
Automate Financial Operations with Microsoft Dynamics 365 Finance and Copilot AI
Scheduled for July 15, 2025, this webinar will explore how Microsoft Dynamics 365 Finance, enhanced by Copilot AI, automates key financial processes. Attendees will learn about AI-driven tools for subscription billing, recurring revenue management, credit and collections, and accounts payable. The session will showcase features like accounts reconciliation, invoice processing, and financial close automation, designed to reduce manual workload and improve accuracy. This aligns with Microsoft's ongoing efforts to integrate AI into financial operations, as highlighted in their recent TechTalk on Copilot capabilities in Dynamics 365 Finance and Supply Chain Management. (learn.microsoft.com)
Dynamics 365 CRM for Insurance Webinar
On July 24, 2025, Unify Dots will present a session tailored for insurance providers. This webinar will demonstrate how Dynamics 365 Sales and Dynamics 365 Customer Service, augmented by the Unify Dots Insurance Accelerator, can optimize lead tracking, automate quoting, manage policy lifecycles, and handle renewals. Participants will explore AI-powered features like Copilot, claims management, case management, and Service Level Agreement (SLA) monitoring, all aimed at streamlining claims processing and enhancing customer service interactions. The session will also cover self-service portals for policyholders and real-time dashboards tailored to the insurance industry. This initiative reflects a broader trend in the industry, where AI is increasingly being leveraged to improve efficiency and customer experience in insurance services. (imperiumdynamics.com)
Unified Pricing Management in Dynamics 365 Supply Chain Webinar
Set for July 29, 2025, this webinar will introduce the new Unified Pricing Management module in Dynamics 365 Supply Chain Management. Attendees will learn about the transition from the legacy Pricing Management module to the new system, which utilizes a Commerce Scale Unit (CSU)-based pricing engine. This engine enables real-time execution across B2B and B2C channels, using customer, product, and order attributes to drive rule-based pricing strategies. The session will also cover pricing simulation tools and strategies for optimizing discounts, rebates, and margins while aligning pricing models with business goals. This development is part of Microsoft's broader efforts to enhance pricing strategies in supply chain management, as detailed in their TechTalk on pricing management in Dynamics 365 Supply Chain Management. (learn.microsoft.com)
Event Schedule and Registration Links
- Microsoft Dynamics 365 Finance and Copilot AI Webinar:
- July 15, 2025
- APAC: 10:00 AM Bangkok | 11:00 AM Singapore
- Australia: 1:00 PM Sydney
- New Zealand: 3:00 PM Auckland
- Americas: 1:00 PM USA Pacific Time | 4:00 PM USA Eastern Time
- July 17, 2025
- Europe: 8:00 AM Central European Time
- CRM for Insurance with Unify Dots Accelerator:
- July 24, 2025
- APAC: 10:00 AM Bangkok | 11:00 AM Singapore
- Australia: 1:00 PM Sydney
- New Zealand: 3:00 PM Auckland
- Americas: 1:00 PM Pacific Time | 4:00 PM Eastern Time
- Unified Pricing Management in Dynamics 365 Supply Chain Webinar:
- July 29, 2025
- APAC: 10:00 AM Bangkok | 11:00 AM Singapore
- Australia: 1:00 PM Sydney
- New Zealand: 3:00 PM Auckland
- Americas: 9:00 AM Pacific Time | 12:00 PM Eastern Time
- July 31, 2025
- Europe: 8:00 AM Central European Time
Source: Fox 59 https://fox59.com/business/press-releases/ein-presswire/828937872/ai-powered-microsoft-dynamics-365-webinars-finance-insurance-crm-unified-pricing-in-supply-chain/
