Zoho CRM Training Meetup – Spring 2017

April 18, 2017, 9:00 am - 12:00 pm EDT

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

In this session, you will learn how to use the new Blueprint and Layout Rules in Zoho CRM to streamline your processes, simplify your module forms, reduce data entry errors, and avoid missing data!  The Blueprint feature gives you the power to carefully script your processes such that your users cannot stray from the intended path.  They are required to stay on the path and enter the necessary data to move to the next step in the process!  It's also an effective tool to teach new users your process!  The Layout Rules feature gives you the added flexibility to show fields or sections, or to make fields mandatory on your module forms based on conditions.  

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

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