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January 6th 2016

1:30 pm – 2:30 pm


1:30 – 1:45 pm

Introduction to CRM

What is CRM? How can it make my company more competitive, service my customers’ needs and support my sales process? In this short 15 minute time slot we will introduce CRM 2016 and its core 3 modules Sales, Marketing, and Customer Service. We’ll explain how they are integrated together to support your business objectives and why CRM is now considered by many to be a business requirement in the modern day company.

What new features are included with CRM 2016?

– Onenote integration

– Cortana integration

– Improved workflow

– Improved security

– Improved mobility


Jim Heaton – President


1:45 – 2:00 pm

How Visual customers are using Dynamics CRM

In this segment we will showcase business solutions for

–       Capital Equipment/Project

–       Tool/Mold

–       Distribution

–       Service and Repair

–       Quality Management


Jim Heaton – President


2:00 – 2:20 pm

Integration Deep Dive

We will review the rewrite of our Dynamics Connector 2016 using Web services connected to Dynamics NAV and walk through all of the integration points between the 2 systems. We will explain the benefits of owning an integrated system and address any questions in regards to versions of visual, the technical requirements and estimated costs.


Additional Instructions:

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