Request for Free Training on Insights – Dynamics 365
If you missed the webinar you can watch the recording:
FREE Training – Microsoft Insights for Dynamics 365 powered by InsideView Technologies, Inc.
Jan 18, 2018 1:00 PM Eastern Time
Microsoft Insights powered by InsideView is included in most Microsoft CRM/Dynamics 365 subscriptions and is one of the most powerful tools in the system. Join us for a free training webinar on how to get the most out of Insights for Dynamics 365. Guest speaker Jeff Brenot from InsideView will co-present.
Topics for the training session –
-Update Lead, Account and Contact records with just a single click
-Add new contacts to Accounts
-Place Accounts on your watchlist to be notified automatically when new information is released about them
-View ownership and family tree information -View posts your leads, customers, suppliers, and competitors publish on social media
-Build and import lists of precisely targeted prospects based on a wide variety of criteria: demographics, firmographics, business triggers, and common connections