US - Wisconsin - Milwaukee - CRM

Expand all | Collapse all

New CRM User Looking to Network and Learn

  • 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
    PLYMOUTH
    ------------------------------


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

    D365UG/CRMUG ALL STAR
    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: https://www.meetup.com/wisconsin-microsoft-dynamics-crm-365-meetup-group/events/277684669/

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

    Thanks!

    ------------------------------
    Ashley Steiner
    Dynamics CRM Administrator
    Flex Technology Group
    Mesa WI
    ------------------------------



If you've found this thread useful, dive deeper into User Group community content by role