Learning

Live Events

Our events include webinars, speaking engagements and one-on-one sessions. Attending one of our sessions will guarantee advancement in your knowledge of Microsoft Dynamics CRM and business processes. We regularly include keynote speakers, thought leaders, and industry experts who will captivate you and create an exclusive learning opportunity. Leveraging decades of combined experience, we can guide you through difficult business challenges such as lead management, sales forecasting, activity management, digital marketing campaigns and case management. Read below for more information on specific events, times, and dates.

WEBINAR

Microsoft Dynamics CRM Training: Gamification in Dynamics 365

Date: June 22, 2017
Time: 11:00 AM EST

This live free webinar is part of our monthly training series. In this session, you will learn about gamification in Dynamics 365. 

This session includes:

  • Why use Gamification in Dynamics 365?
  • Installing and configuring gamification module
  • Set up a new game
  • Configure emails and awards
  • Competing with teams
  • Q & A

This webinar will be presented by: Shubi Pandey, CRM Dynamics Analyst

WEBINAR

Developing Leads into Loyal Customers

Date: June 29, 2017
Time: 11:00 AM EST

How many of your leads turn into loyal customers? 10%? 50%? 80%?

Learn essential tips that will help you covert more leads into loyal customers and brand advocates. More customers means more business, and more demand on your team. We're prepared to address these with the right solution for your business.

This webinar will be presented by: Robb Triggs (VP Sales & Marketing) and Anne Zemlicka-Hayes (Sales & Partner Account Manager, Click Dimensions)

WEBINAR

Microsoft Dynamics CRM Training: Editable Grids 

Date: July 20, 2017
Time: 11:00 AM EST

This live free webinar is part of our monthly training series. In this session, you will learn about editable grids in Dynamics 365. 

This session includes:

  • Turn your views into editable grids
  • Edit your grid in Excel
  • Grouping your data
  • Add Editable sub-grids to forms
  • What to watch for
  • Q & A

This webinar will be presented by: Shona Rochefort, CRM Dynamics Consultant

Have you downloaded our eBook yet? Learn to drive sales using Microsoft Dynamics CRM

24 Wildly Creative Ways Companies Use Microsoft Dynamics to drive revenue and serve customers.

Marketing with Microsoft CRM: 2016 Idea eBook

Download your free eBook today, and gain valuable knowledge on how you could be using Microsoft Dynamics CRM in ways you may not have considered to increase the effectiveness of your marketing campaigns.