Dynamics 365 Tips and Tricks from CRM Experts
  1. User experience tips and tricks
    • Searching and navigation tips
    • Connect CE to your LinkedIn account
    • Use the Dynamics 365 App for Outlook
  2. Process tips and tricks (let the system work for you)
    • While we’re in Outlook let’s see how to use templates
    • Take advantage of workflows
    • Use business process flows as embedded SOP
  3. Reporting tips and tricks
    • Reports are available everywhere! Stop asking IT to run one for you (unless you’re the boss then just ask for more)
    • Embed Power BI in CE
Jacob Steinfeld_Vox ISM

Jacob Steinfeld

Microsoft Dynamics 365 Solution Architect

As a Dynamics 365 Trainer and Architect for the past 3 years, I have learned one unfortunate truth, not enough users explore the system. Instead, we get stuck in the ruts of ‘SOP says to do A this way, B this way, and C that way’ and we never deviate. Probably because that’s what the boss says and I don’t have the time to figure new things out. Well, every once in awhile, you should. Or carve out 30 minutes on an occasional Wednesday and attend a free VOX ISM event like this one. I’ll be showcasing some of those extra features that don’t always fit it into your SOP that will make your CE experience more enjoyable. We’ll start with the basics and move up to the advanced.

Read Jacob Steifenld's Full Profile 


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

Loading Events

Events for July 24, 2019 › Microsoft Dynamics 365

Events Search and Views Navigation

Event Views Navigation

2:00 pm

Dynamics 365 Tips & Tricks from CRM Experts – July 24 – Webinar

July 24, 2019 @ 2:00 pm - 2:45 pm EDT
Cisco Webex- Call 1-866-991-8793 Pin: 367 801 0#
Dynamics 365 Tips and Tricks from CRM Experts

Webinar Agenda:
1. Microsoft Dynamics 365 UX Tips and Tricks
2. Microsoft Dynamics 365 Process Tips and Tricks
3. Microsoft Dynamics 365 Reporting Tips and Tricks

Find out more »
+ Export Events