EVENT DETAIL

Online customer workshops

Webinar: Improving reporting from Dynamics 365 / CRM

Tuesday, 8th May 2018, 1:30pm - 4:00pm

This workshop will demonstrate how to:

  • How to build a dynamic marketing list with Advanced Find
  • Using Advanced Find, Charts and views to filter through all your data
  • Creating a user dashboard in the work area: Sales, Service or Marketing
  • Navigating the dashboards to optimise your use of Dynamics 365/CRM
  • Using Power BI to analyse your Dynamics 365/CRM data