Free GoldMine Training

October 19, 2016, 9:00 am - 12:30 pm EDT

Spend a morning with Corey Babka from The Marks Group to learn more about better using your GoldMine system. Topics covered will include:

  • Managing your calendar and activity list with your team
  • Making the best use of GoldMine's email and Outlook integration
  • Creating forecasts and opportunities
  • Importing, exporting data 
  • How to setup and use GoldMine Mobile

Who's Invited:  Business owners, sales and marketing people using GoldMine

Your laptop is not required.  Coffee and bagels will be provided beginning at 8:30 during registration. See you there!

Free Microsoft Dynamics Training from The Marks Group

November 8, 2016, 8:30 am - 11:00 am EST

Join us in person Nov 8th to learn about What's New in the 2016 Update for Microsoft Dynamics. There's quite a bit! 

A few of our favorite new features: 

Office 365 Groups- Available with Dynamics CRM Online, provides a new environment for collaboration with Microsoft Office 365 users who don’t use CRM.   Office 365 Groups provides a single location to share documents, emails, calendars, and notes.

Voice of The Customer- Distribute surveys to your customer to collect customer feedback. Design surveys, invite people, retrieve results, trigger workflows, and analyze the results in Dynamics CRM.

Project Service Automation- provides an end-to-end solution that empowers organizations to deliver project-based engagements on time and within budget. 

Self-Service Portals for External Non-CRM Audience (CRM Online only)- This release introduces the first Microsoft-published version of portal capabilities for CRM.   Out of the box portal solutions include:

  • Custom portal
  • Customer Self-Service portal
  • Employee Self-Service portal
  • Community portal
  • Partner portal

Looking forward to seeing you there!