US - Ohio - Cincinnati - CRM

  • 1.  Next meeting for Cincinnati D365 CRM/CE User Group

    Posted 10 days ago

    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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  • 2.  RE: Next meeting for Cincinnati D365 CRM/CE User Group

    TOP CONTRIBUTOR
    Posted 10 days ago

    Classification: Confidential

    I did get this email.  Thanks for getting this together. 

     






  • 3.  RE: Next meeting for Cincinnati D365 CRM/CE User Group

    SILVER CONTRIBUTOR
    Posted 10 days ago

    I got this one too but it's from the old CRMUG site. Nothing from the Microsoft groups site yet.

     

    Craig Lutsi | Dynamics 365 CRM Solutions Developer
    Hobart Service | 701 South Ridge Avenue | Troy, OH 45374
    T 937 332-3291 | M 513 484-8780 | Craig.Lutsi@hobartservice.com

     






  • 4.  RE: Next meeting for Cincinnati D365 CRM/CE User Group

    Posted 10 days ago
    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.

    ------------------------------
    Dean Devin
    Data Analyst / CRM Administrator
    Organized Living
    Hamilton OH
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