Columbus could be good as a central location. Ideas for topics of interest:
- Integration of Microsoft Teams with Dynamics 365: how are sales teams using D365 records within Teams?
- CRM dashboards using Power BI desktop and web service
- Methods of forecasting sales (12-month rolling forecast, using Probability calculations, Power BI dashboards, ....)
- Tips for D365 file storage reduction and long-term maintenance
- SharePoint and D365 integration: best practices in document management, file & attachment management in D365
- Who is using the new Advanced Find?
- XRM Toolbox - what's your favorite tool, examples of tool use...
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Dean Devin
Data Analyst / CRM Administrator
Organized Living
Hamilton OH
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Original Message:
Sent: Jan 06, 2023 02:20 PM
From: Jason Geier
Subject: All OHIO conference - Would you attend?
Hello everyone! Hope your holidays were fruitful and relaxing!
The Cincy UG in partnership with the Akron/Cleveland UG are looking to do an ALL OHIO UG seminar/workshop/conference in the spring.
We are opening up a discussion to see what your thoughts are on the following topics.
- Where? We were thinking Columbus to be central to all Ohio but an exact location has not been determined.
- What? What kind of content would be beneficial? We are a CRM/CE group but are considering PowerBI and F&O as well.
Please share your thoughts so that we can use your feedback to build out this event.
Thanks in advance,
Jason/Craig/Shelley
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Jason Geier
Senior CRM Manager
American Modern Insurance Group
Amelia OH
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