The presentation will walk through the following topics demonstrating the seamless flow of application functionality and business data.
Outlook Integration – Showcasing how Microsoft Dynamics CRM integrates into Microsoft Outlook
Marketing – Review Bike Show Campaign details, discuss Planning tasks, marketing lists and how they get applied to campaign activities, the ability to send emails and track success and import data
Sales – Review the lead details and the workflow generated activities, shows workflow generated activities and historic data retention, lead conversion wizard, Account, Contact and Opportunity Management how workflow can drive your pipeline and sales stage automatically
Customer Service – Receive a call and log a support case, search the KB for a resolution, Send KB article, receive another call “cant resolve themselves” so schedule a service activity
Analytics – Will showcase SQL Reporting Services during Sales as we run the Pipeline Report and Excel during Customer Service as we create a Case Summary pivot table report.
For More Information: Ralph R. Zerbonia, In the United States (330)720-4525 Ralph@UniverseCentral.com http://www.universecentral.com