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Affiliated, Mike Moran

Webinar: Microsoft Dynamics CRM Best Practices – Outlook Client – 10/28

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Join Affiliated for this fast-paced webinar presentation, "Dynamics CRM Best Practices - Tips & Tricks for Outlook Client", 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!

Mike Moran, Affiliated, Dynamics CRM Implementation & Support, Ohio

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