Salesforce.com Tips and Tricks – March 2019

March 26, 2019, 11:30 am - 12:00 pm EST
A half-hour webinar jam-packed with ways to optimize your Salesforce experience!

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.

This month's topics:
Monitor Emails Sent from Salesforce
Close Salesforce Lightning Activities with a Click of the Mouse
Re-enable Salesforce Cloud Flow Designer
 

Microsoft Dynamics CRM Tips and Tricks – March 2019

March 26, 2019, 1:30 pm - 2:00 pm EST
A half-hour webinar jam-packed with ways to optimize your Microsoft Dynamics CRM experience!

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.

This month's topics:
Add a Countdown Timer to a Form using a Timer Control
Use the Relationship Explorer to add Shortcuts to Related Records
Install Voice of the Customer for Version 9
 

Goldmine Tips & Tricks – March 2019

March 26, 2019, 2:30 pm - 3:00 pm EST
A half-hour webinar jam-packed with ways to optimize your GoldMine experience!

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.

This month's topics:br> Linking Files and Folders to a GoldMine Contact Record
Edit / Clone GoldMine Filters
Create GoldMine History Records in Mass
 
A half-hour webinar jam-packed with ways to optimize your Office 365 experience!

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.

This month's topics:
Add Flow App and Flow Bot to Microsoft Teams
Use “Data Types” to Look Up Company or Geographic Information in Excel
Use Flow to Add Automatic Upcoming Event Reminders to a MS Teams Channel