CRM User Group
User Showcase: Advanced Process Visualization, Real-Time Workflows, and Branded Emails – A Perfect Combination; Technical Academy: Real-time Workflows & Branded Email Management
Presented by MacroPoint and Bob Hogan
8/7/2014 5:45 PM
Park Center III

Join MacroPoint as they walk through (1) how they 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. MacroPoint will be covering usage with a live demonstration of their system.

Join Bob Hogan, CRM Practice Director at Bennett Adelson, as he steps through the workflow architecture for the MacroPoint system, how it’s developed, and how the team manages branded email templates through the seamless integration with ClickDimensions. This session will feature technical features of CRM real-time workflows, C#, HTML, ClickDimensions email templates, and nurture programs.

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.