An introduction to CRM
Agenda: · Contact Management · Pipeline Management · Configuring the screens · Dashboard and Reports
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Microsoft Dynamics CRM
Microsoft CRM for Dummies
Agenda: 1. What is CRM 2. Contact Management 3. Leads and Opportunities 4. Products and Services 5. Quotes and Orders
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Microsoft Dynamics 365 for Dummies
Agenda: 1. What is CRM 2. Contact Management 3. Leads and Opportunities 4. Products and Services 5. Quotes and Orders
Microsoft CRM Sales & Marketing, Working together
Unify your Sales and Marketing teams with Dynamics 365 to create a seamless, efficient, and collaborative environment. Experience enhanced communication […]
Microsoft Software for Canadian Business in 2024
Introduction: Brief welcome and overview of the webinar's focus on Microsoft Copilot, Power BI, and Microsoft Business Central. Quick outline […]
A Walkthrough of Microsoft CRM
Agenda: · Contact Management · Pipeline Management · Configuring the screens · Dashboard and Reports
Microsoft Service & Field Service Software
Empower your service leadership by unlocking the robust capabilities of Dynamics 365 Field Service. Ensure your teams are more connected, […]
CRM Reporting & Analytics to Drive Sales in 2024 with Copilot for Microsoft 365
Webinar Agenda: 1. Copilot for Microsoft 365 2. The 5 screens at the heart of the CRM (Accounts, Contacts, Opportunities, […]
Training for your Sales Rep in Microsoft CRM Sales
Effective use of Microsoft CRM can help increase sales by up to 29%, sales productivity by up to 34% and sales forecast accuracy […]
Portals, Plugins and Power Pages
Microsoft has released new tools for building client portals. These portals allow partners, vendors, clients, and other stakeholders to securely […]