1Q2021 KC CRMUG Meeting - Virtual

When:  Jan 28, 2021 from 1:00 PM to 4:00 PM (CT)

Agenda:

1:00 - 1:30 pm Chapter Business

1:30 - 2:15 pm Get to know the Model-driven App designer - Heidi Neuhauser, D365 All-Star

  • If you have been using the classic D365 editor, then you will learn a lot!  Get up to speed on the model-driven app designer to ensure your D365 and Power Apps meet your user's expectations.  We will cover the app designer navigation, site-map editor, view designer app security and more!

2:30 - 3:15 pm What Makes the Perfect CRM Record - Natalie Jackson, Marketing Director, emfluence

  • As marketers and sales teams increasingly use C365 CE & CRM to make decisions about strategy, marketing spend, and the customer journey, the fields and processes we add to our forms can have a tremendous impact on our success.  In this session, you will learn how to think through required fields, custom fields, options sets, workflows and more to capture the data they need to inform a successful strategy. 

3:30 - 4:00 pm Open Discussion

Microsoft Teams meeting

Click here to join the meeting

Location

Online Instructions:
Url: http://TBD.com
Login: Microsoft Teams meeting - See Link above in the meeting description.

Contact

Laura Mortick
913.577.0349
laura.mortick@terracon.com