This course offers a basic understanding of Dynamics CRM and its capabilities. You will learn about the primary system entities, Account, Contact and Lead, and how they work together. In addition you will learn how to use marketing tools, reports, goals and workflows to further extend the usefulness of Dynamics CRM to your organization. Finally this course will show you how to customize Dynamics CRM to ensure a 360 view of your customers.
Julie Yack is a founding partner of Colorado Technology Consultants and a Dynamics CRM MVP. She is very involved in community efforts helping with developer user groups, mentoring up and coming technologists and advocating on behalf of small technology businesses with legislators in Washington DC.