CRM User Group
Advanced Process Visualization, Real-Time Workflows, and Branded Emails – A Perfect Combination; Advanced Navigation in CRM 2013
Presented by Bob Hogan & Pat Good
7/16/2014 4:00 PM
Columbus Microsoft Office
Join Bob Hogan, CRM Practice Director at Bennett Adelson, as he walks through (1) how MacroPoint developed their advanced business process flows, (2) how they tied them to CRM fields that drive automated stage changes, and (3) how these records are automatically dropped in and out of static marketing lists tied to ClickDimensions nurture programs. These nurture programs automatically send branded emails to customers as they progress through the MacroPoint system. Bob will be covering usage with a live demo, as well as dropping in some technical tidbits along the way for those looking for some “tech” knowledge.
CRM 2013 brought new navigation processes that have, in many ways, created more challenges for CRM users. Join Pat Good as she walks us through some navigation feature changes as well as some possible add-on solutions that may be of benefit to your organization.
About CRM User Group
The CRMUG is for users, by users. We engage individuals and companies using Microsoft Dynamics CRM in value-added networking and knowledge sharing, and to be the single most important communication channel for Microsoft to see guidance on future development of Dynamics CRM. Individuals from all aspects of CRM life, from executive management to CRM administration, attend our Regional Chapter meetings and gain important knowledge, strategy, and administration best-practices.