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: PowerApps

Date: February 16, 2017
Time: 11:00 AM EST

This live free webinar is part of our monthly training series. In this session,you will learn the basics of PowerApps. You will learn about:

  • What is PowerApps and what applications does it connect with?
  • Capacities, samples and advantages
  • How to get PowerApps
  • Generate an app automatically
  • Build a simple app from scratch

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

WEBINAR

Growing Your Credit Union Membership Using CRM and ClickDimensions

Date: February 21 2017
Time: 11:00 AM EST

Your credit union already has the data it needs to grow membership and sell more products and services. Let us show you how your existing data can be used to deliver better customer service and targeted marketing campaigns. Here's what we'll cover:

  • How to get a Single Customer View
  • How to upsell and cross-sell
  • Managing customers more effectively
  • On-boarding marketing campaigns
  • Targeted marketing campaigns

This webinar will be presented by: Dirk Schrader, Managing Partner & ClickDimensions

WEBINAR

Microsoft Dynamics CRM Training: Business Process Flows

Date: March 9, 2017
Time: 11:00 AM EST

This live free webinar is part of our monthly training series. In this session,you will learn the essentials of business process flows. You will learn about:

  • Creating and editing business flows
  • Using multiple business flows
  • Workflows - New functionality
  • Adding the stage name to a view
  • Q & A

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

WEBINAR

Microsoft Dynamics CRM Training: Portals

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

This live free webinar is part of our monthly training series. In this session,you will learn the basics of using Portals with Microsoft Dynamics 365. You will learn about:

  • Installation
  • Portal module and ribbon overview
  • Configuration
  • Customizations
  • Security models

This webinar will be presented by: Oscar Rabines, CRM Developer

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