Topic: ‘Dynamics CRM Webinars’

 
 

Forecasting Monthly Revenue for Project and Subscription Revenue in Microsoft Dynamics® CRM 2011

By in Dynamics CRM, Dynamics CRM Webinars, Webinar, Webinars on Thursday, May 17th, 2012

Workflow automation is invaluable when used inside of the Dynamics CRM system – but it can be dangerous and messy if used improperly. Join me while we discuss Best Practices for Workflow Automation inside of the Dynamics CRM 2011 environment. We’ll cover how to create parallel wait branches to avoid a large number of “Waiting” workflows, how to associate a “Canceled” step, and how to use timeouts.

Title: Forecasting Monthly Revenue for Project and Subscription Revenue in Microsoft Dynamics® CRM 2011

Speaker: Mark Soerries, I.B.I.S. Principal Consultant

 

ISV Spotlight – ClickDimensions for Microsoft Dynamics® CRM

By in Dynamics CRM, Dynamics CRM Webinars, Webinar, Webinars on Friday, May 4th, 2012

Learn how a new breed of solution is emerging that combines all customer and marketing data.  Katie Soderber, of ClickDimensions, will provide a product overview of ClickDimensions, a full email marketing and marketing automation solution that adds email marketing, web tracking, lead scoring, social discovery, campaign tracking, and form and survey capture functionality to Dynamics CRM.

Title: ISV Spotlight - ClickDimensions for Microsoft Dynamics® CRM

Speaker: David Humphreys, I.B.I.S. Director of CRM, and Katie Soderberg, ClickDimensions

 

Process Automation Best Practices in Microsoft Dynamics® CRM 2011

By in Dynamics CRM, Dynamics CRM Webinars, Webinars on Wednesday, April 25th, 2012

Workflow automation is invaluable when used inside of the Dynamics CRM system – but it can be dangerous and messy if used improperly. Join me while we discuss Best Practices for Workflow Automation inside of the Dynamics CRM 2011 environment. We’ll cover how to create parallel wait branches to avoid a large number of “Waiting” workflows, how to associate a “Canceled” step, and how to use timeouts.

Title: Process Automation Best Practices in Microsoft Dynamics® CRM 2011

Speaker: Kristen O’Connor, I.B.I.S. Consultant

 

Enhancing User Adoption for Microsoft Dynamics® CRM: Use it or Lose it

By in Dynamics CRM, Dynamics CRM Webinars, Webinars on Thursday, March 8th, 2012

Getting the right level of adoption from your Dynamics CRM users is always a challenge. Numerous user adoption tactics have been utilized throughout companies since the dawn of CRM, but what’s the best? The most cost-effective? The most efficient? This webinar will help you leverage user adoption best practices without wasting time, effort, or money going down the wrong path.

Title: Enhancing User Adoption for Microsoft Dynamics® CRM: Use it or Lose it

Speaker: David Humphreys, I.B.I.S. Director of CRM

 

Opportunity Qualification Checklist in Microsoft Dynamics® CRM 2011

By in CRM 2011, Customization, Dynamics CRM, Dynamics CRM Webinars, Webinars on Wednesday, February 22nd, 2012

If you want your sales reps or telemarketers to answer questions to determine if an Opportunity is worth pursuing, then you will want to see this demo.  I.B.I.S. has built a solution which takes each question’s answer and associates a point value to it.  After the questionnaire is completed, the total score is calculated.  Based upon the score, CRM will tell the user the recommendation to pursue or not pursue the Opportunity.

Title: Opportunity Qualification Checklist in Microsoft Dynamics® CRM 2011

Speaker: Mark Soerries, I.B.I.S. Principal Consultant

 

Relationships in Microsoft Dynamics® CRM 2011

By in CRM 2011, Dynamics CRM, Dynamics CRM Webinars, Webinar, Webinars on Friday, January 13th, 2012

In this webinar, we’ll be discussing the concept of “entity relationships” inside of the Dynamics CRM 2011 environment. We’ll take a look at 1:N, N:1, and N:N relationships. We’ll go into detail about what they are, how they are beneficial, and how to use them inside of the CRM application.

Title: Relationships in Microsoft Dynamics® CRM 2011

Speaker: Kristen O’Connor, I.B.I.S. Consultant

 

ISV Spotlight: ExactTarget and Microsoft Dynamics® CRM 2011

By in CRM 2011, Dynamics CRM, Dynamics CRM Webinars, Webinars on Tuesday, January 3rd, 2012

ExactTarget is a marketing automation solution that works with CRM 2011 to boost your email marketing, social media marketing, and campaign management to mobile marketing and landing pages.  Learn how you can step up your marketing capabilities with ExactTarget and Microsoft Dynamics CRM 2011.

Title: ISV Spotlight: ExactTarget and Microsoft Dynamics® CRM 2011

Speaker: Kanika Bailey, I.B.I.S. Consultant, and Scott Sharby, ExactTarget

 

Microsoft Dynamics® CRM 2011 Online Implementation Considerations

By in CRM 2011, CRM Online, Dynamics CRM, Dynamics CRM Webinars, Webinars on Thursday, December 29th, 2011

In this presentation, we will discuss what you should think about before deciding to implement Dynamics CRM Online 2011.  We will also provide a model of considerations after the decision has been made to implement Dynamics CRM Online 2011.

Title: Microsoft Dynamics® CRM 2011 Online Implementation Considerations

Speaker: Deepak Naik, I.B.I.S. Consultant

 

Workflow in Microsoft Dynamics® CRM 2011

By in CRM 2011, Dynamics CRM, Dynamics CRM Webinars, Webinar, Webinars, Workflow on Friday, October 28th, 2011

Discover the benefits of workflow development and learn how to utilizd the wizards and additional features of CRM 2011 workflows.

Title: Workflow in Microsoft Dynamics® CRM 2011

Speaker: Kristen O’Connor, I.B.I.S. Consultant

 

Lead Management in Microsoft Dynamics® CRM 2011

By in CRM 2011, Dynamics CRM, Dynamics CRM Webinars, Webinars on Tuesday, September 27th, 2011

Get a look at best practices in Lead management and learn some of the new time-saving features around CRM 2011 Leads.

Title: Lead Management in Microsoft Dynamics® CRM 2011

Speaker: Kanika Bailey, I.B.I.S. Consultant

 

CRM Reporting: Advanced Find & Report Wizard

By in Advanced Find, Dynamics CRM, Dynamics CRM Webinars, Webinars on Friday, August 19th, 2011

Tips and tricks around the advance find features. Learn more about the report wizard and its expanded feature sets with CRM 2011.

Title: CRM Reporting: Advanced Find & Report Wizard

Speaker: Kristen O’Connor, I.B.I.S. Consultant

 

Merging, Sharing and Assigning in Microsoft Dynamics® CRM 2011

By in CRM 2011, Dynamics CRM, Dynamics CRM Webinars, Webinars on Friday, July 22nd, 2011

Learn how to identify duplicate data and which processes allow you to merging these for more data integrity in your CRM system.

Title: Merging, Sharing and Assigning in Microsoft Dynamics® CRM 2011

Speaker: Kristen O’Connor, I.B.I.S. Consultant

 

Marketing Campaigns in Microsoft Dynamics® CRM 2011

By in CRM 2011, Dynamics CRM, Dynamics CRM Webinars, Webinars on Friday, June 17th, 2011

Learn tips and tricks in utilizing Marketing campaigns more effectively. Be it quick campaigns, email blasts, or other messaging, discover how to get the most from CRM.

Title: Marketing Campaigns in Microsoft Dynamics® CRM 2011

Speaker: Kristen O’Connor, I.B.I.S. Consultant

 

Microsoft Dynamics® CRM 2011 Data Import

By in CRM 2011, Data Import Utility, Dynamics CRM, Dynamics CRM Webinars, Webinars on Monday, June 6th, 2011

In this session, learn to utilize the import tools inherent in CRM. From lists to data from external systems, this session will give you basic skills to bring data into CRM.

Title: Microsoft Dynamics® CRM 2011 Data Import

Speaker: Kristen O’Connor, I.B.I.S. Consultant

 

CRM 2011: Outlook

By in CRM 2011, CRM Online, Dynamics CRM, Dynamics CRM Webinars, Outlook Client, Webinars on Wednesday, May 4th, 2011

Explore the new Outlook client for CRM 2011 and how to use it most efficiently.

Title: Microsoft Dynamics® CRM 2011: Outlook

Speaker: Kristen O’Connor, I.B.I.S. Consultant

 
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