Microsoft Dynamics CRM Training Meetup – Spring 2017

May 16, 2017, 9:00 am - 12:30 pm EDT

Join the Marks Group for a training session with our Microsoft Dynamics experts.

    - Predefined Actions in Dynamics 365 Processes

    - Editable Subgrids

    - Business Rules

    - UI Changes

    - Add Custom Icons in Views

    - Updates to Social Pane Activities

    - View Organization Insights

    - Licensing and Subscription Changes

Zoho CRM Training Meetup – Summer 2017

July 11, 2017, 9:00 am - 12:30 pm EDT

Join the Marks Group for a training session with our Zoho expert, Suzanne Kirkland! 

Learn how to convert your website visitors to sales more effectively by using Zoho’s SalesIQ!  With just a little bit of set-up and training, you’ll quickly and easily be able to track in real-time visitors currently on your website; where they are and for how long they’ve been there, and selectively engage them in a live-chat!  Don’t worry - you won’t have to sit in front of your computer watching all day, simply configure a few “intelligent triggers” that will automatically and proactively attempt to engage visitors based on criteria you define.  If they respond, get a notification on your phone to start the chat!    

Coffee and bagels will be out at 8:30, and Suzanne will kick off at 9. Look forward to seeing you there! 

Microsoft Office/Teams – Welcome Meetup!

September 19, 2017, 9:00 am - 12:00 pm EDT

Join us for our first meetup! We'll kick things off with bagels and coffee at 8:30AM then start digging into Microsoft Teams at 9AM. Whether you've seen Teams before or are completely new to it, please join us as we provide a deep-dive into this great chat-based workspace tool. 

Learn more about Microsoft Teams!