CRM User Group
CRM Dynamics Upgrade
Presented by Nick Mencl
11/19/2014 4:00 PM
Columbus Microsoft Office
Join Nick Mencl as he takes us through the CRM journey at WIL Research; from their upgrade path starting with CRM 4.0 through their current usage of CRM 2011. Learn about their initial use of dashboards and XLS exports for elementary pipeline reporting, and how Client Services generates official Proposals (Quotes) with custom “Studies”.
CRMUG Summit Recap: a high level, USD, MDM, Parature, Social Insights, Social Listening, and how they all fit into the DYN
CRM roadmap. These are hot topics for those looking to improve their customer care and social strategies.
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.