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Welcome to Dynamics 365/xRM4Legal 2017
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•
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Law firm outcomes
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
Using the nav bar
Accessing different work areas and entities
Checkout your dashboards
Look for records
Find your contacts
View your contacts in a list
See more contact details
Click or tap to connect
View MailChimp email delivery and opens
Create a new business intake
Enter new business intake details
Find organization clients
View organizations in a list
See more organization details
Get automatic updates with Social Insights
Add a contact to an organization
Pick up where you left off
Find your events
View your events in a list
See more event details
Integrated ON24 webinar marketing
View your pitches
View pitches in a list
View cases in a list
Sales methodology
Client planning
Download your apps
Thank you!
www.xRM4Legal.com

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