2:30 – 2:45 pm

Introduction to CRM 2015

Although this webinar assumes you are already running Dynamics CRM, many of our customers are on previous versions, or are unfamiliar with how it all ties together. We will provide a brief orientation and overview of Dynamics CRM 2015.

Jim Heaton – President

2:45 – 3:15 pm

Tips and Tricks

Ed is a 15 year veteran of CRM and will demonstrate the top usability tips and tricks. Even if you think you are an expert, you might be surprised and pick up a couple of gems.

–       Navigation

–       Searching

–       Charts and Dashboards

–       Email tips

–       Phone call tips

–       Notes tips

–       Opportunity tricks and best practice

Ed Michitsch –   Application Consultant

3:15 – 3:25 pm

Ask the Expert

Is there something that is bugging you about CRM and you don’t know why or how to resolve? We’ve reserved some time to ask Ed, so bring your questions!

Ed Michitsch – Technical Consultant