Salesforce.com Tips and Tricks – September 2019

September 24, 2019, 11:30 am - 12:00 pm EST
A half-hour webinar jam-packed with ways to optimize your Salesforce experience!
  • Make Saleforce field required based on Layout
  • Edit Tabs in the Lightning Activities Sidebar
  • Edit fields and layout in the Lightning Activities Sidebar
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.
 

Microsoft Dynamics CRM Tips and Tricks – September 2019

September 24, 2019, 1:30 pm - 2:00 pm EST
A half-hour webinar jam-packed with ways to optimize your Microsoft Dynamics CRM experience!
  • Three Default Themes
  • Early Adoption of 2019 Release Wave 2 in Power Platform Admin Center
  • Find and Use the New View Designer
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.
 

Goldmine Tips & Tricks – September 2019

September 24, 2019, 2:30 pm - 3:00 pm EST
A half-hour webinar jam-packed with ways to optimize your GoldMine experience!
  • Using Groups to find History Records
  • Check for Duplicate Email Addresses
  • Finding Detail (Profile) Types with Counts
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 GoldMine newsletter.
 
A half-hour webinar jam-packed with ways to optimize your Office 365 experience! Featured this month:
  • Send Urgent and Important Chat Messages in Teams
  • Sending Screenshots? Compress Images in Emails with Outlook
  • Different Calendar Views in Teams
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 Office 365 newsletter.
 

Microsoft Dynamics 365 Meetup – Fall 2019

September 27, 2019, 8:30 am - 11:30 am EST
Meet up with the Marks Group for our free quarterly session with our Microsoft Dynamics experts! Join Kari and Corey for an in-depth review of Microsoft Teams and Microsoft FLOW. Look forward to seeing you there!

Location:
SpringHill Suites by Marriott Philadelphia
Plymouth Meeting
430 Plymouth Road
Plymouth Meeting, PA 19462
 

GoldMine Meetup – Fall 2019

October 22, 2019, 8:30 am - 11:30 am EST
Join the Marks Group for our free quarterly session with our GoldMine experts!
  • Why upgrade (should I and what are the newest features)?
  • Goldmine Connect
  • Goldmine Plus vs. Outlook link (newest link)
  • Email templates
  • SQL Queries for beginners
Look forward to seeing you there!

Location:
SpringHill Suites by Marriott Philadelphia, Plymouth Meeting
430 Plymouth Road
Plymouth Meeting, PA 19462
 

Zoho CRM Meetup – Fall 2019

November 20, 2019, 12:30 pm - 3:00 pm EST
We’re elated to announce the next Zoho User Group meetup in Philadelphia to be held on November 20, 2019. In this meetup, we’ll walk you through some of the interesting tips and tricks of Zoho CRM. Detailed agenda TBD.

See you all soon!

Location:
SpringHill Suites by Marriott Philadelphia
Plymouth Meeting
430 Plymouth Road
Plymouth Meeting, PA 19462