The document provides an overview of using Dynamics 365/XRM4Legal 2017 for law firms, detailing features such as accessing work areas, managing contacts and organizations, and viewing events and pitches. It emphasizes utilizing dashboards and getting updates through social insights. The document encourages users to explore various functionalities to enhance their practice.

2. Welcome to Dynamics 365/xRM4Legal 2017
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3. Law firm outcomes
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4. Using the nav bar

5. Accessing different work areas and entities

6. Checkout your dashboards

7. Look for records

8. Find your contacts

9. View your contacts in a list

10. See more contact details

11. Click or tap to connect

12. View MailChimp email delivery and opens

13. Create a new business intake

14. Enter new business intake details

15. Find organization clients

16. View organizations in a list

17. See more organization details

18. Get automatic updates with Social Insights

19. Add a contact to an organization

20. Pick up where you left off

21. Find your events

22. View your events in a list

23. See more event details

24. Integrated ON24 webinar marketing

25. View your pitches

26. View pitches in a list

27. View cases in a list

28. Sales methodology

29. Client planning

30. Download your apps

31. Thank you!
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