Searching and Reporting – How to find anything in Microsoft Dynamics 365 CRM Sales

Virtual Event Virtual Event

This free webinar is designed to teach participants how to perform both basic and advanced searches in Microsoft Dynamics 365 CRM. It will cover best practices for running and configuring reports. The webinar will be presented by experts in the field who have extensive experience with Dynamics 365 CRM. By the end of the webinar, participants will have a better ... Read More

Free

Open Questions / Ask an Expert

Virtual Event Virtual Event

Have you been researching various CRM options but aren't quite ready to commit to one? This free webinar will be an open forum Q&A session and the perfect time to ask Microsoft certified Dynamics expert, Marc Wolenik, all your Dynamics 365 questions.

Free

Easily add new Leads to your Microsoft Dynamics 365 CRM Sales System

Virtual Event Virtual Event

A lead can be an existing client or someone you've never done business with before. You might get leads from different sources, such as advertising, networking, or email campaigns. This free webinar is designed to teach participants how to create, add, and modify leads in Microsoft Dynamics 365 CRM. The webinar will be presented by experts in the field who ... Read More

Free

Open Questions / Ask an Expert

Virtual Event Virtual Event

Have you been researching various CRM options but aren't quite ready to commit to one? This free webinar will be an open forum Q&A session and the perfect time to ask Microsoft certified Dynamics expert, Marc Wolenik, all your Dynamics 365 questions.

Free

How Microsoft Dynamics 365 CRM Sales and Microsoft Outlook work together

Virtual Event Virtual Event

Because Dynamics 365 CRM and Outlook are both on the Microsoft platform, they are designed to work together seamlessly. This free webinar will teach participants how to sync the two platforms and track outlook emails in your CRM. The webinar will be presented our CEO, an expert in the field who has extensive experience with Dynamics 365 CRM.

Free

Open Questions / Ask an Expert

Virtual Event Virtual Event

Have you been researching various CRM options but aren't quite ready to commit to one? This free webinar will be an open forum Q&A session and the perfect time to ask Microsoft certified Dynamics expert, Marc Wolenik, all your Dynamics 365 questions.

Free

Exporting and Importing data from Excel to Microsoft Dynamics 365 CRM Sales

Virtual Event Virtual Event

This free webinar will teach participants how to import customer and sales data into their CRM as well as how to troubleshoot any records that either failed to import or were partially imported. By the end of the webinar, participants will have a better understanding of how to utilize their Microsoft Dynamics 365 CRM and how to make the most ... Read More

Free

Open Questions / Ask an Expert

Virtual Event Virtual Event

Have you been researching various CRM options but aren't quite ready to commit to one? This free webinar will be an open forum Q&A session and the perfect time to ask Microsoft certified Dynamics expert, Marc Wolenik, all your Dynamics 365 questions.

Free

Working with Microsoft Dynamics 365 CRM Sales and Microsoft Teams collaboration

Virtual Event Virtual Event

In today's business environment, colleagues often collaborate across departments while creating a marketing campaign, pursuing a sales opportunity, or solving a customer issue. Dynamics 365 CRM and Microsoft Teams integration allows anyone in an organization to view and collaborate on Dynamics 365 CRM records from within the flow of work with Teams—at no additional cost. By the end of the ... Read More

Free

Open Questions / Ask an Expert

Virtual Event Virtual Event

Have you been researching various CRM options but aren't quite ready to commit to one? This free webinar will be an open forum Q&A session and the perfect time to ask Microsoft certified Dynamics expert, Marc Wolenik, all your Dynamics 365 questions.

Free

How to create Marketing Lists with Microsoft Dynamics 365 CRM Sales

Virtual Event Virtual Event

Your marketing list is the core of running a successful marketing campaign. It can include any one type of customer record, such as leads, accounts, or contacts. This free webinar will teach participants how to create both static and dynamic marketing lists. 

Free

Open Questions / Ask an Expert

Virtual Event Virtual Event

Have you been researching various CRM options but aren't quite ready to commit to one? This free webinar will be an open forum Q&A session and the perfect time to ask Microsoft certified Dynamics expert, Marc Wolenik, all your Dynamics 365 questions.

Free

Configure/Add new fields to Microsoft Dynamics 365 CRM Sales

Virtual Event Virtual Event

This free webinar is designed to teach participants how to configure and add fields in Microsoft Dynamics 365 CRM. It will cover best practices for configuring, customizing, and maintaining the CRM to meet specific business needs. The webinar will be presented by experts in the field who have extensive experience with Dynamics 365 CRM.

Free