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Microsoft Dynamics 365: How to Get More From CRM in 2024
December 13, 2023
Online Only
Register Today
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Join Forvis Mazars for a new, educational webinar series as Microsoft Dynamics 365 certified business analysts from our Business Technology Solutions share tips to help you navigate your Dynamics environment.
In this first “Dynamics User Group” webinar, we’ll provide updates on what’s new with Microsoft Dynamics 365 Customer Engagement, focus our spotlight training topic on using Views and Filters to access and share data in Dynamics, highlight an underutilized but useful “what’s possible” CRM tip, and present ways to help you overcome your CRM challenges.
Learning Objectives
Upon completion of this program, participants will be able to:
- Describe the Microsoft Dynamics 365 Customer Engagement release schedule for new functionality
- Demonstrate how to create and share views in Microsoft Dynamics 365 Sales and use filters to access data efficiently
- Define the difference between System Views and Personal Views
Presenters
Chad Collett, Tom Gioielli