US - Ohio (Cleveland) – CRM

Hi Friends! I have been out on medical leave but I am so excited to be back. There is still time to join us tomorrow. I can't wait to talk to you all! It's not too late to plan to join us on Wednesday afternoon. The meeting is virtual so no need ...

It's not too late to plan to join us on Wednesday afternoon. The meeting is virtual so no need to commute, find parking, etc,; just great content and conversation.  Have you ever thought about integrating SharePoint with CRM/D365? What about Yammer or ...

The next CRMUG Cleveland meeting is just a week away! We hope you can join us Wednesday, June 24th from 1 until 4 for our virtual CRMUG Cleveland meeting. We have two educational sessions planned. Bob Wittig of Alithya will help us understand the variety ...

HI Steve, I have done this a few different times in a few different ways, what you are describing doesn't seem too out of the norm.  Alithya has a product that is very similar to what you are mentioning although it uses products and quotes instead of ...

​Greetings. I am looking to see if anyone has adopted the use of Portal in conjunction with the D365 environment for something along the lines of a shopping cart experience.  We want to talk about and see your setup of Portal with some basic sales ...

Thank you to everyone who attended Tuesday's meeting. A special thank you to our presenters, Chris and Steve! What was your favorite new feature? Mine may have been Playbooks but we need them on Cases! Steve Luc's presentation is attached. Links ...

It's not too late to plan to join us for our all online March meeting of the Cleveland Community. We have two great presentations lined up. Chris Driscoll from RSM will let us know what we have to look forward to an the April release and Steve Luc from ...

We have changed the March meeting to an all online meeting. We have two great presentations lined up. Chris Driscoll from RSM will let us know what we have to look forward to an the April release and Steve Luc from Timken will demonstrate some great new ...