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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 2015 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.


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


Mike Fontaine – Application Consultant

2:00 – 2:20 pm

Integration Deep Dive

We will review the rewrite of our Dynamics Connector using Web services 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.

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