The latest Dynamics CRM release features an updated layout for accounts and contact records, and introduces a new process bar to help users progress CRM leads, opportunities and cases.
In this live presentation Preact will demonstrate:
• The new Bing Maps & Skype integration with Dynamics
• How to qualify leads using the new 'Flow' interface
• Using the new interface to progress opportunities
• How to link stakeholders & teams with opportunities
• Options for customizing the new interface
Although available immediately as an option for Dynamics CRM Online, Microsoft plan to apply this as the default layout in future CRM releases for on-premise and cloud Online editions.
Free webinar registration is now open at:
• For: Existing Dynamics CRM Users
• Time: 10:00 am GMT
• Duration: 30 minutes
• Cost: Free
About Preact CRM
Established in 1993, Preact is a leading UK consultancy specialising in customer relationship management.
The Preact team work with Microsoft Dynamics CRM and ACT! to provide bespoke implementation, CRM development, training and technical support.
Headquartered in Maidenhead, Berkshire, Preact work with clients across numerous industry sectors. From charities to IT consultancies, from high street retailers to some of the country’s most prestigious Universities, from small owner run businesses to Global organisations, Preact have broad sector experience.
For more information on the CRM solutions and professional services available from Preact visit http://www.preact.co.uk, email firstname.lastname@example.org, or call 01628 661 810 to speak to one of our consultants.