Microsoft Dynamics Workshop: CRM Add-Ons

August 12, 2016, 8:00 am - 10:00 am EDT

Please register for the event on this page, then visit the link below to complete full registration:

At our next meetup, we'll highlight some of our favorite 3rd party add-ons or solutions. Add-ons can be free or paid and are used to enhance the built-in capabilities of Dynamics CRM. A few examples of those that we like provide ways to auto-number records, create different kinds of maps, clone records, drag and drop attachments, etc. If you have add-ons that you'd like to share or are looking for an add-on that solves a particular problem, let us know ahead of time and we'll be sure to cover it.

We hope to see you there! 

Agenda 
8AM - 8:30AM: Registration and Continental Breakfast 
8:30AM - 10:00AM: Review and discussion of MS Dynamics CRM Add-Ons 

Zoho CRM Workshop: Templates

September 9, 2016, 8:00 am - 11:00 am EDT

Please register for the event on this page, then visit the link below to complete the full registration:

http://www.meetup.com/Philly-Area-Zoho-CRM-Meetup/events/232702047/ 

Event Details:

Learn how to create and use Email and Inventory Templates to send pre-formatted Emails, Quotes, Invoices and Sales Orders with merge fields!  We’ll also cover setting up Templates in Campaigns.