This month's agenda will showcase demos of these functions:
- Custom Sales Management Tools & Forecasting: See how a large manufacturing company is using custom CRM entities to quote and manage projects, and how that data drives sales and production forecasting.
- Advanced Find: How to find what you want from anywhere in Dynamics.
- Dashboards and Power BI: Best ways to display your data and support your business needs.
- Mobile: Driving users to a "Mobile First" and "Access from Anywhere" mentality.
The next meeting date and time is Thursday, January 18, 3:30 – 6:00 pm.
Our meetings are held at The Center for Creative Leadership, located near the corner of Genesee Ave. and N. Torrey Pines Rd. Free, ample parking is available.
Center for Creative Leadership
3377 N. Torrey Pines Ct., 3rd Floor
La Jolla, CA 92037
Appetizers and beverages will be provided. There is no fee for meetings, so take advantage of this opportunity to connect with other Dynamics professionals!
To register for this meeting CLICK HERE.
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Wendy Perrigo
Dir, Sales Learning and Resources
Center for Creative Leadership
La Jolla CA
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