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  • 1.  New CRM User Looking to Network and Learn

    Posted Mar 25, 2021 03:56 PM
    Hello! I'm Jen and I'm in the Sheboygan County area. I have been tasked with CRM Coordinator and have many initiatives up in the air for the company I work with. Is there someone out there who would like to show me how they leverage the CRM tool with their Customers? I would really love to see a full up and running CRM system if possible. I am also very interested in the Activities entity and is it possible to leverage that tool to create a Customer Engagement Plan? Really hoping to hear from someone. Thank you so much!

    Jen Bazan
    Sargento Foods

    Jen Bazan
    Sargento Foods

  • 2.  RE: New CRM User Looking to Network and Learn

    Posted Apr 20, 2021 03:31 PM
    Hi Jen! 

    I work with the WI local user groups and would be happy to meet with you and share anything I can. 

    I would also recommend attending our upcoming virtual meeting on May 5th. It will give you a chance to meet other CRM professionals and ask any question you have. There will be a couple of great sessions as well.

    Here is the URL to register:

    Let me know if you'd like to meet up and chat.


    Ashley Steiner
    Dynamics CRM Administrator
    Flex Technology Group
    Mesa WI

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