US - Washington DC – CRM

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  • Just in case you missed this message in the general forum, see below. This is very exciting for the DMV Chapters because 3 of our Chapter Leaders have been nominated! This is a huge honor and very exciting for our region. So get out there and vote! ...

  • Hi Zhabiz, I agree with Kylie that those are a couple of good tools to use with CRM but is also sounds like you want this for when Doctors and other members are entering their own data into the website/portal. There are a few services out there that offer ...

    1 person likes this.
  • @Zhabiz Chu - Good question! We struggled with this at my former firm for the exact same reason!​​ In that case, we were more concerned about duplicates so we took a bit of a different approach. Two tools you could look into are InsideView and D&B ...

    1 person likes this.
  • Hi everyone We have collected free text entry for org names and thus have poor data hygiene in our Accounts data. Does anyone use a data service to standardize organization names? Ideally we can use the data service to both clean up current org names ...

  • Thanks, @Kylie Kiser ! It was a great meeting and it was nice to see some familiar faces. I enjoyed the content and continued exposure to PowerApps. My takeaway is that I need more jokes when presenting and probably a mic. ------------------------------ ...

  • Thank you everyone for coming out to our Regional meeting this week! We had a great turnout and lots of interesting content shared! Resources from the event have been posted in the library: PowerPoint Slides and Photo Slide Show . If you attended, ...

    1 person likes this.
  • Looking forward to seeing everyone! ------------------------------ Aaron Howell Associate Director, CRM Product Management American University ------------------------------

  • The 3rd Annual Regional Chapter Meeting is coming up next week! This is a full-day event full of great content related to Dynamics 365 and the Power Platform! The agenda includes breakfast, lunch and these great speakers: App in a Day in an Hour ...

    1 person likes this.

  • Welcome!

    Collaborate with user group participants in and around Washington, DC! 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/washington for quick & easy access to our community!

    Meet the Local Leaders:
    @Kylie Kiser CRM Program Manager, Financial Services Firm  
    @Bill Meadors Buchanan & Edwards, Inc
    @Valerie Kiziltas CRM Specialist, Edelman Financial
    @Michael Ochs  EVP, Exalents

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