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.

Basic Customizations for Dynamics 365

Wednesday May 23, 2018
11:00am - 12:00pm EDT

This live free webinar is part of our monthly training series. In this session, you will learn basic customizations in Dynamics 365. This session includes:

  • Customizing entities
  • Adding and modifying fields
  • Making changes to forms
  • Creating views tailored to your role
  • Q&A

Presented by Glen Howie, CRM Dynamics Consultant

Microsoft Dynamics 365 - Back to Basics

Wednesday June 13, 2018
11:00am - 12:00pm EDT

In this session, we will review some of the basics to get you started using Microsoft Dynamics 365. In this 45 minute session, you will learn:

  • Basic teminology
  • Navigating the interface
  • Methods of accessing CRM
  • Q&A

This session is hosted by Shona Rochefort, CRM Dynamics Consultant








Support Tickets and Cases for Dynamics 365

Wednesday July 18, 2018
11:00am - 12:00pm EDT

If you want to learn how you can best use the Support tickets and cases that are included with Dynamics 365 this webinar is for you! We've wrangled in our top support personnel to let you know the best practices that your business can implement. We will be covering:

  • How you can use cases to track incidents
  • An explanation of how routing rules can help you assign tickets to individuals
  • Using the Knowledge Base to your advantage
  • Q&A

This session is hosted by Shubi Pandey and Kris Tayag, from our Customer Support Team.







 

 

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