US - Virginia (Central) – CRM

Latest Discussion Posts

  • Hi Jackie, We built a Customer Service process for VDOT that handles their "Tort Claim" cases.  There are actually multiple Dynamics Business Process Flows.  Depending on the type of case, we change the business process dynamically.  We've learned ...

  • Hello, I was wondering if there is anyone in the VA community utilizing the Customer Service application of D365. If possible, we would like to discuss with you your process workflow.  Thank you for any assistance, Jackie Campbell ------------------------------ ...

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    CRMUG Summit

    For all DC, Maryland, and Virginia CRMUG members heading to  CRMUG Summit  we will be hosting an awesome  chapter party  while in Phoenix! Join us Wednesday after your sessions for food and drinks sponsored by Cobalt! We will be at the Wine Room ...

  • Has anyone made edits in the Customer Service Hub, specifically the Case Form? We are on version 9.0 of D365. I am having a problem when adding a Lookup field for selection. Selecting a value does not seem possible. And, it seems the form works differently ...

  • Thanks, @Kylie Kiser !​​ ------------------------------ Patrick Wright, MCSE Marketing Technology Lead Cherry Bekaert LLP Glen Allen VA ------------------------------

  • Done! Is there any way for our company name to be spelled correctly on the ballot? Sam Austin Marketing Data Analyst Cherry Bekaert LLP 410 First Street Roanoke, VA 24011 540.344.4981 phone 540.344.6367 fax ...

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    CRMUG All-Star Voting!

    Richmond Chapter - I have exciting news for you! Your Chapter Leader, @Patrick Wright, MCSE has been nominated for a CRMUG All-Star award! The CRMUG All-Star is given to individuals who show amazing commitment to the community through chapter leadership, ...

  • If anyone does intend to attend in person, please let me know as soon as possible so that we can make sure you have a lunch. Otherwise, we're assuming anyone from our chapter is attending virtually. I'll "see" you in WebEx land next week! ------------------------------ ...

  • Welcome!

    Collaborate with user group participants in and around Central Virginia! Network with others in our area, plan local meetings, share meeting presentations, notes and files, and discuss topics relevant to our local community.

    Be sure to bookmark for quick & easy access to our community!

    Meet the Local Leaders:
    @Patrick Wright, MCSE Senior CRM Administrator, Cherry Bekaert LLP
    @Debbie DeHart Software Development, DSD Concepts
    @Casey Wood-Inskeep Senior Project Manager, Christian Broadcasting Network​​​​​​

Please let us know what you thought and how we can make future meetings even better. Complete a quick meeting survey today. 


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