US - Kansas (Kansas City) – CRM

Latest Discussion Posts

  • Thank you, Jerry! This is very helpful! I'm sorry I hijacked that part of the meeting--I hope it was useful to others as well. If anyone wants to come to our free beer + learn I mentioned that's happening next week, you are all welcome! It's free (and ...

  • Regarding the question about qualifying related leads during the peer discussion, I suggested it could be done using Microsoft Flow. Check out the blog posting -  Convert Related Leads Solved using Microsoft Flow  that walks you through how to set up ...

    1 person likes this.
  • We definitely missed you Beth, but "fun" Laura tried to step in for you! Here are a few pics from our meeting!  See everyone in June! ------------------------------ Laura Mortick Marketing Information Systems Manager Terracon Olathe KS ------- ...

  • ​It's not easy to be me, which is why I need you and miss you.......I apologize for my absence! If you must know I was in the middle of a CRM upgrade and lost track of time!! HA!! Sorry to have missed the group and the meeting again, sometimes life ...

  • Thank you everyone for attending the March 7th Kansas City CRMUG.  Here are my notes from the editable grid modification that I demonstrated. This is a good link describing activating editable grids. https://neilparkhurst.com/2016/12/30/dynamics-365-editable-grids/ ...

  • Two days out of the office for two times the product knowledge!   If you're like a lot of Dynamics 365 for Customer Engagement & Dynamics CRM users, you're only skimming the surface of the product. Imagine how powerful you could be with D365 CE/CRM ...

  • Sarkis, Thank you for the topic suggestions. I am always interested in duplicate detection. Our membership team and members will discuss and see when and who would like to explore this subject. Thanks so much! ------------------------------ Beth Handley-Bauer ...

  • I am cross posting this announcement because this upcoming meeting has relevance to anyone that is using Office 365, whether or not you have embraced Microsoft Flow and/or PowerApps. Or if you are still on CRM On Premise but are using O365 for Email and/or ...

  • Welcome!

    Collaborate with user group participants in and around Kansas City! 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 www.crmug.com/kansascity.

    Chapter Leaders:
    @Beth Handley-Bauer IT System Administrator, Commerce Bank
    @John Ross Director of CRM Solutions, Redstone 
    @Laura Mortick Marketing Informaiton Systems Manager, Terracon
    @Laura Jerome Senior Business Systems Analyst,  Blue Cross Blue Shield of Kansas City​​
    @Leah Kilkenny Blue Cross Blue Shield of Kansas City 
    ​​

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