Category: CRM



In today's tip, MVP Amey Holden reviews the revamped event management experience in Dynamics 365 management.
-Use marketing forms in events: Event planners are able to use forms within the Marketing application to create forms for event registration, which enables event planners to build registration forms using a familiar drag-and-drop interface and to include more types of fields.
-Embed registration forms into any CMS: For the first time, event registration forms can be embedded into any third-party content management system (CMS), just like other forms in the Marketing application.
-Design forms within the event: Event planners can design event registration forms from the event entity without leaving the event. https://www.youtube.com/watch?v=jSXR8ADIdLo



This webinar will introduce ways that our Blueprint Solution can benefit Member-based organizations and a variety of other Associations. Dynamics Association Blueprint is designed to be an out-of-the-box CRM that is positioned to meet the unique needs of Membership's Association. Powered by Microsoft Dynamics 365 platform and integrated with the family of Microsoft Business Software, the Dynamics Association Blueprint provides you with a 360-degree view of each member, as well as operational control over, sales, service, marketing and social engagement insights that fit the needs of budget-conscious Associations in mind https://www.youtube.com/watch?v=Ypp0axeyUHU



Grant Management Blueprint is an automated CRM system that is built within the Microsoft Dynamics platform that seamlessly integrates with Microsoft Outlook, Excel or many popular accounting systems.  This system provides you with the support that you need to create, launch, automate, manage grant programs. This Microsoft Dynamics 365 solution by CRM Dynamics allows you to quickly respond to program demands so you can provide a high-quality service to your network. It was designed to get you up and running rapidly with little financial investment. It will allow you to sensibly manage all aspects of the Grant Management process. https://www.youtube.com/watch?v=zqzfsImE29o