US - Ohio - Cincinnati - CRM

 View Only
  • 1.  All OHIO conference - Would you attend?

    Posted Jan 06, 2023 02:20 PM

    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 Geier
    Senior CRM Manager
    American Modern Insurance Group
    Amelia OH

  • 2.  RE: All OHIO conference - Would you attend?

    Posted 28 days ago
    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...

    Dean Devin
    Data Analyst / CRM Administrator
    Organized Living
    Hamilton OH

If you've found this thread useful, dive deeper into User Group community content by role