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Featured Recordings

Demystifying how to use Insignts and LinkedIn Sales Navigator Together

Demystifying how to use Insights and LinkedIn Sales Navigator Together

October, 2018

Join us as we take you through a day in the life of getting the other 180 degrees that is needed to complete the whole picture of your customer. You have…

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Making CRM Desirable and Valuable for Sales Teams

Making CRM Desirable and Valuable for Sales Teams

November, 2018

As a sales leader you rely on your CRM data to be clean and accurate. As a Sales Rep you feel using the CRM system doesn’t help you sell…

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    SUMMIT HANGOVER!! It’s a couple of days after Summit 2018 in Phoenix and if you are anything like me, you over-indulged - not just at the partner parties, but also on information! Pre-academy ...

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29 June-2 July 2020
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Top 10 Pro Tips to "Beautify" Dynamics 365 (November 2019)

Presented by: @Gustavo Gonzales ​This session details how to take your Dynamics 365 Implementation to the next level. These tips are all about "the finish" high level professionals put on their Dynamics 365 Implementations.​ #CustomerEngagement #Admin #DeploymentandImplementation ...

Top 10 Pro Tips to 'Beautify' Dynamics 365.mp4

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Study Group – MB200 Certification: Overview of Exam, Changes to Exams - Week 1 (August 2019)

Moderated by: @Beth Burrell @Kylie Kiser @Malcolm McAuley @Nick Doelman @Neil Parkhurst @Todd Mercer Join fellow users in your quest for certification with Microsoft Dynamics 365! Study Group sessions are round table discussions across a variety of topics and themes applicable to...

Study Group – MB200 Certification_ Overview of Exam, Changes to Exams - Week 1.mp4

Library Entry
Truly Meaningful Metrics: Unlock CRM ROI (July 2019)

Presented by: @Geoff Ables What gets measured, get's managed. - Peter Drucker In this session we will dive into using analytics to drive CRM success. Attendees will learn: • A method for working together as a team to continuously discover metrics that will change behavior, improve the...

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Library Entry
Best of Focus 2019: Upgrades Checklist (June 2019)

Presented by: Considering an upgrade? Wading through the documentation? In this session we will sort through the requirements, discuss the best practices, pitfalls, gotchas, planning tips, and much more necessary to successfully upgrade your Dynamics 365/CRM. You will come...

Library Entry
Best of Focus: XrmToolBox and Other Helpful Tools for Administrators (June 2019)

Presented by: @Kylie Kiser @Michael Ochs Join a panel of experts as they share their favorite tools for working with Dynamics 365. This will provide the basics you need to get started using XrmToolBox and share how they use it. Other helpful tools for administrators will also be discussed....

Library Entry
7 Habits of Highly Effective CRM Leaders (June 2019)

Presented by: @Geoff Ables CRM projects promise to deliver better customer experiences, higher loyalty, accelerated sales and more effective marketing. But achieving those results can be elusive. If you're starting a CRM project, struggling with an existing project, or searching for ways to...

Library Entry
Outlook App “Gotchas” (December 2018)

Presented by @Sarah Schneider ​ The old Outlook add-in has numerous capabilities but is too bulky for many implementations. Is the new lightweight Outlook app right for you? What do you need to know before launching it? Come learn from my mistakes! We will be sharing best practices and...

_Outlook App “Gotchas”.mp4_.mp4

Library Entry
Panel Discussion: Release Cycles – how organizations rollout changes to their implementation

Get a glimpse of the valuable Dynamics CRM content available to you with full membership when you join CRMUG today. This webinar is open until December 31. This virtual panel discussion is part of a series that will feature brief, informative yet interactive discussions in a 30 minute...

_2018_12_04Panel Discussion_ Release Cycles.mp4_.mp4

Blog Entry
Initial Meeting of the NH/VT CRMUG Chapter! Come help us kick off!!

Come help us kick off the initial meeting of the Microsoft Dynamics 365 CRMUG NH/VT New England Chapter Meeting! Where: Hanover, NH When: September 27, 2018 Time: 6pm - 8pm unless we all decide to meet earlier on that day Questions: Reach out to Anne Stanton, Evan Workin or Jeff Hudgins Want...

Library Entry
Sales Insights Presention - Matthew Panzano

​​Link to BizApp Summit: #Intermediate #CustomerEngagement #UpgradesandUpdates #SalesNavigator #Sales #Admin

Embedded Insights.pptx

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