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Microsoft Dynamics 365: How to Get More From CRM in 2024

December 13, 2023
Online Only
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Your company invested in Microsoft Dynamics 365 as a client relationship management (CRM) resource to help create efficiency and transparency across sales, marketing, and service. However, Dynamics users don’t always get the proper training or resources needed to get the most out of the system or become comfortable with most of the functionality. Whether you’re a seasoned CRM user or new to the system, uncover helpful insights to empower your CRM journey.

Join FORVIS for a new, educational webinar series as Microsoft Dynamics 365 certified business analysts from our Business Technology Solutions share tips to help you navigate your Dynamics environment.

In this first “Dynamics User Group” webinar, we’ll provide updates on what’s new with Microsoft Dynamics 365 Customer Engagement, focus our spotlight training topic on using Views and Filters to access and share data in Dynamics, highlight an underutilized but useful “what’s possible” CRM tip, and present ways to help you overcome your CRM challenges.
 

Learning Objectives


Upon completion of this program, participants will be able to: 
  • Describe the Microsoft Dynamics 365 Customer Engagement release schedule for new functionality
  • Demonstrate how to create and share views in Microsoft Dynamics 365 Sales and use filters to access data efficiently
  • Define the difference between System Views and Personal Views

Presenters

Chad Collett, Tom Gioielli