US - Kansas (Kansas City) – CRM

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  • Thank you @Jerry Weinstock . This is very helpful. I agree with @Chris Brownfield - this would be a great topic for a future UG meeting. ​​​ ------------------------------ Nancy Peterson Senior Business Analyst Pitsco Education Pittsburg KS ----- ...

  • Nancy, Take a look at some of these Flow templates, I think one or more of them will answer your question directly or indirectly. ------------------------------ ...

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    RE: Data

    Thanks for the response Carrie! I suspected those were some of the things being done. We don't have any data admins so that's our first challenge! cute are you!!​ ------------------------------ Beth Handley-Bauer IT System Administrator Commerce ...

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    RE: Data

    Sarkis, thanks so much! I am going to try out the app!​ ------------------------------ Beth Handley-Bauer IT System Administrator Commerce Bank Kansas City MO ------------------------------

  • Maybe this could be a future CRMUG or something for the PowerApps UG to go over?  I found an article from a lady I follow on twitter (who is amazing), her blog post uses flow/CDS to move all the data around so not sure how helpful it is to you... ...

  • @Chris Brownfield - Thanks for this information. Do you have a link that walks through the steps of how to create a Microsoft Forms and connect the Contact and Case​ details to a form? I've been asked to make some changes to our current VoC forms, but ...

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    RE: I am so Blue!!!

    Thank you for passing along the info! ------------------------------ Shawn Hickey Burns & McDonnell Kansas City MO ------------------------------

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    RE: Data

    Hi Carrie and Beth We have a dedicated App to keep CRM free of duplicates. Its a managed solution on Appsource. The trial version can be useful too as it provides overview on the amount of the duplicates and prevents users from creation of new duplicates. ...

  • 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

    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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