I'm good with meeting in person. A meeting similar to the March First Brewery event would be nice as it combined a conference room/presentation with pizza/beer options.. For topics, I'd like to see what others are doing with the latest integration between Teams and D365, especially with sharing account information and dashboards with non-CRM users.
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Dean Devin
Data Analyst / CRM Administrator
Organized Living
Hamilton OH
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Original Message:
Sent: Nov 16, 2021 02:15 PM
From: Jason Geier
Subject: Next meeting for Cincinnati D365 CRM/CE User Group
Hello Everyone,
The Cincinnati UG leadership team met recently and discussed when/how to meet next and what to present. We also discussed how to get additional members from the old site to the new one. Link for new site: Cincinnati User Group
With the holidays coming up, we have set a tentative date of Thursday, February 17th for a UG meeting but have some questions for all of you.
Let us know...
- Do you feel comfortable enough to meet in person or would you prefer to stay virtual for the near future?
- Would you like to meet over a beer/wine or prefer a more professional environment?
- What topics are you interested in learning more about that could be presented at the next meeting?
- Did you attend Summit?
- And if so is there anything that we might be able to expand on for you?
- Did you learn something that might be of interest to others? Would you be willing to present it?
- Include any other comments you would like directed at us.
Thanks and hope to see you soon.
Jason, Shelley and Craig
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Jason Geier
CRM Manager
American Modern Insurance Group
Amelia OH
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