Maximize Dynamics CRM Right Out of the Box!

Microsoft Dynamics CRM Webcast Series

Tuesday, October 6, 2015 @ 12:00 PM EDT


When it comes to deploying Microsoft Dynamics CRM, one size certainly does not fit all - and that is the beauty of the product and its expansive range of capabilities and configuration options. In this session, we will look at the features that Dynamics CRM 2015 delivers right out of the box and explore how you can mold, manipulate, and build upon the solution to meet the requirements of your organization.

This session will discuss:

  • Using Dashboards, Views and Charts to monitor valuable metrics and highlight trends relevant to your business
  • Exporting data from Dynamics CRM to Microsoft Excel
  • How to implement business rules and business processes to promote data integrity
  • How Workflows can serve as your business's personal assistant

We look forward to having you join us for this session, which will give you a glimpse as to not only what you can accomplish with the features delivered front and center, but also get you thinking about how you can further use the tools at your disposal to configure a system all your own.


CRM Certified Application Specialist, WebSan