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Shhh!– don’t tell anyone you’re registering for our event.  You need to register if you want to ‘up’ your office game, seize the rails of the corporate ladder and become the watercooler hero that everyone adores.

Just kidding. Tell everyone, especially in your office.

This webinar is designed to train users on how to improve their use of CRM and NAV. We will give you tips and tricks to find things faster, discover the ‘easy’ button, and make the average user’s experience an efficient one.


The Topics include:


  • Global Search
  • Saving queries
  • Exporting to Excel
  • Customizing your screens
  • Uploading from Excel
  • And more


  • Quick Create
  • Editable Grids
  • Super Grids
  • Roll ups
  • Skype and OneNote Integration
  • Excel Templates
  • And more






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