For this quarter's CRMUG meeting user Tip or Trick, Chad Forte with Terracon, presented the quick create contact record method. Chad's solution allowed CRM users at Terracon to quickly add a new Contact record, select which address to use -…
If you are going to be attending Extreme365 Austin 2018, be sure to attend my two session on using Microsoft Flow with Dynamics 365. In the first session I will be demonstrating how to build Flow Buttons that connect to…
At the upcoming CRMUG 2018 Summit I will be demonstrating how you can use Flow Buttons at your company to enhance and extend the functionality of Dynamics 365. This session at Summit will be like none you have ever been…
The Dynamics community brings together all users to network, help, and share their knowledge. Connect, learn and discuss with experts and peers of Dynamics. What's in it for you? Connect with peers and Experts Get answers to complex questions Access…
At this month's Kansas City CRMUG Meeting we kicked off a new program. Users are invited to share a tip or trick they use when working with their CRM system. This was the inaugural initiative to get more peer sharing of…
At the CRMUG Summit in Nashville this past October 2017 I received recognition for my contributions to the community. As a partner, I received recognition at the Granite level. Helping grow the community and be a contributor is important to…
Last week I had a great time presenting, networking and sharing quality time with some of my MVP friends. Several of us manned the Medics booth over the three day period, fielding questions on Dynamics 365.
The CRMUG Summit 2017 is in Nashville next week from the 10-13th. The CRMUG Summit is one of the best ways for CRM users to get educated about all things CRM. I will be either giving or participating in 5…
Okay, I will admit the title to this post is a little self-serving, maybe even 100% self-serving. But there are a lot of really good sessions planned for the upcoming CRMUG Summit in St. Louis from October 14-17. I am…
Not sure why to attend the CRMUG Summit in St. Louis in October. Or if you are signed up to attend but haven't figured out your schedule yet? Attend one of the sessions I will be presenting or involved with:…