Dynamics 365 (CRM) for the Power User (Outlook, Mobile) – August 29 Webinar

Microsoft Dynamics 365 CRM

If you’re like many people, Microsoft Office Outlook is your communications, scheduling, and contact management hub. It’s where you monitor everything pertinent to your day-to-day activities. With the Dynamics 365 App for Outlook, you can now manage your pipeline, generate reports, and improve your customer service straight from Outlook as well. With the click of a button, Dynamics 365 deploys into your Outlook applications, both on your desktop, in your browser, and on your phone. This means full access to the CRM tools you need from anywhere, anytime.
  • The app’s capabilities
  • Viewing communication history and scheduled activities
  • Update your pipeline in Dynamics 365 without leaving Outlook
  • Add email templates & sales literature to your responses
  • Add products, adjust pricing, and send a finished proposal direct from your phone in under 5 minutes.

Jacob Steinfeld

CRM Expert

Jacob is a Microsoft Certified CRM Sales Consultant with Vox ISM. He provides on-site and remote customer training as well as direction and guidance throughout our Dynamics 365 implementations. Jacob specializes in automation and CRM configurations and often presents at our free webinars, providing insights, best practices, and sharing his knowledge of new features in Dynamics 365. He is also part of Vox ISM’s Project Management Team. As a graduate of Langara College’s Electronic Media Design program with a background in marketing and administration in the capital equipment sector, he posses in-depth knowledge on enriching the user experience.

Details

Date:
August 29, 2018
Time:
2:00 pm - 2:45 pm - ET EDT
Event Categories:
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This webinar will take place on the Cisco Webex platform. Once registered, we will send you the links required to join the Live Webinar.

Hope to see you on the webinar. For questions, reach out to linda@voxism.com, or call 905-840-7477

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