CRM Best Practices Webinar Oct. 28 – Outlook Client Tips & Tricks

Join this fast-paced webinar presentation on October 28 at 11:30 a.m. ET that delivers 15 quick-hitting tips and best practices for using Microsoft Dynamics CRM. Whether you’ve been using CRM for a while or just getting started, we’ll review 15 tips for the Outlook Client including:

1.       Contact Sync
2.       Coloring List Items
3.       Filtering Lists
4.       Convert To…
5.       Tracking and Remembering
6.       Using Tabs
7.       Showing Tasks in the Calendar
8.       Change the Friendly Name
9.       Set CRM as Default Outlook Folder
10.   Setting Default Forms
11.   Send Email to CRM Contact
12.   Tracking Explained
13.   Lead / Contact Auto Creation
14.   Managing Sync Settings
15.   Using Diagnostics

You’ll come away from this session with tips that are guaranteed to make you more productive using Dynamics CRM. The tips and tricks are straight from our team of experienced CRM professionals.

Don’t delay, save your spot at the “virtual lunch table” on October 28.

Register here!

Steven Jennings, Affiliated, Microsoft Dynamics CRM Implementation & Support, Ohio

Steven Jennings
Steven has more than five years of Microsoft Dynamics CRM implementation expertise. As CRM Team Lead at Affiliated, his main focus is in sales, marketing, and service areas. He has a strong background designing and deploying integrated solutions, he also has over eight years of .NET development expertise. Steven is proficient in all phases of project development, from concept through realization and assists in the management of a team of analysts and developers responsible for the organization's applications development and analysis functions. He evaluates existing applications to determine technical changes, schedules projects and resources, and monitors project timelines. For more information or to contact Steven, feel free to email him here.
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