Zoho Tips & Tricks – March 2017

March 28, 2017, 10:00 am - 10:30 am EDT

**Please be sure to register for the GoToWebinar session here:  https://attendee.gotowebinar.com/register/8690734900548773377

Join us each month for Zoho CRM tips and tricks that can greatly enhance your Zoho CRM experience.

Sign up to get our monthly Zoho newsletters here!

Salesforce.com Tips & Tricks – March 2017

March 28, 2017, 11:30 am - 12:00 pm EDT

**Please be sure to complete GoToWebinar registration prior to start time:  https://attendee.gotowebinar.com/register/2437479121363469057

Free to Clients and Invited Guests- This series enables clients and specially invited guests to see and hear a live online demonstration of topics discussed in our monthly Salesforce.com newsletter.

To subscribe to our newsletter, please click here.

Microsoft Dynamics Tips & Tricks – March 2017

March 28, 2017, 1:30 pm - 2:00 pm EDT

**Please be sure to complete GoToWebinar registration here: https://attendee.gotowebinar.com/register/7747554035033465601

Free to Clients and Invited Guests- This series enables clients and specially invited guests to see and hear a live online demonstration of topics discussed in our monthly Microsoft Dynamics CRM newsletter.

To subscribe to this newsletter, please click here.

GoldMine Tips & Tricks – March 2017

March 28, 2017, 2:30 pm - 3:00 pm EDT

**Please be sure to complete GoToWebinar registration prior to start time:  https://attendee.gotowebinar.com/register/3895274309631715073

Join us each month for GoldMine CRM tips and tricks that can greatly enhance your GoldMine CRM experience.

Sign up to get our monthly GoldMine newsletters here!

Microsoft Teams Tips & Tricks – March 2017

March 28, 2017, 3:00 pm - 3:30 pm EDT

**Please be sure to complete GoToWebinar registration here: https://attendee.gotowebinar.com/register/1139602401797386241

NEW FOR 2017!

Megan Hagedorn has joined The Marks Group as our Certified Microsoft Professional covering Microsoft Teams. Get the most of your Microsoft tools and join Megan on March 28th!


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