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EVENT DETAIL

In-person customer workshops

Workshop: Improving reporting from Dynamics 365 / CRM

Tuesday, 8th May 2018, 8:30am - 11:30am

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