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Sometimes, finding Waldo isn’t enough. Join Catapult’s Daryl Orwin (Senior CRM Developer & Consultant) as he explains how you can use “Advanced,” Advanced Finds in Dynamics CRM/Dynamics 365 to leverage your data to find Waldo, Wenda, Wizard Whitebeard and the rest of the gang. Specifically,...
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Your CRM has the potential to be one of your company’s most valuable assets. But only if it was designed with the user in mind. By following certain best practices, CRM administrators/developers can improve user experience, growing user satisfaction, confidence and productivity and consequently...
2017-09-05 12.04 Beauty is in the eye of the beholder user_ A practical guide to user interface design in Microsoft Dynamics 365.mp4
In this CRMUG Partner Showcase, learn how Business Development Premier by Thomson Reuters supercharges your Dynamics CRM database by automatically searching your business’ extended relationship network and populating your database—all without manual data entry. The data is enhanced by layering ...
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CRM has grown to a $20 billion business, but attaining maximum customer satisfaction with the solution remains elusive. Recent evidence shows that the speed of CRM deployments is often given priority over usability and value to users, causing adoption to suffer after the sizzle of the ...
2015-04-02_TribridgePartnerShowcase.wmv
Cobalt Membership Dynamics (the engine that drives CRMUG’s day-to-day operations) is more than just a tool to efficiently manage your members – it’s a flexible, user-friendly membership management system that enables you to ENGAGE, RETAIN, and GROW your member base. Built on the Microsoft...
More than ever, businesses are looking for ways to pump up the way they produce dynamic, personalized documents. In this informative webinar, you will learn how to overcome the quirks and limitations of Mail Merge while retaining all the benefits and familiarity of Word. From the simplest letter...
Electronic signatures have become commonplace in many highly regulated industries, but surprisingly, many organizations are not yet using e-signatures on everyday customer and vendor agreements such as non-disclosures, purchase orders, contracts, and statements of work. An e-signature...
In this CRMUG Partner Showcase, you will learn about new CRM add-on innovation and low-cost vended CRM customization services available through Management Technology Consulting (MTC). These include customizable CRM Views and sub-grids, colorful interactive calendaring, e-marketing contact data...
2014-12-11_PSMTC.wmv
Andy Steggles, President of Higher Logic, will discuss the dynamics of customer communities and their ecosystems, and how those dynamics integrate to improve the customer support experience and increase overall enterprise cost savings. The strength and longevity of your ecosystem depends on the...
This webinar shows you how a CPQ solution can help guide users through a structured process for quickly and accurately creating complex quotes or orders. This is critical in environments where each customer order is unique and may include extensive calculations, previously handled manually with...
2014-08-19_PSExperlogixCPQ.wmv