As a Pre-Sales Consultant for ClickDimensions, I believe it’s important for me to have hands on, real world experience with the product I advocate for. To do this, I decided to use the ClickDimensions platform to register and send out emails on my latest Live Chat event. The scenario looks like this: Use ClickDimensions Social … Continue reading How I use ClickDimensions to Manage my Live Chat Events!
Marketing Lists vs Views
Yesterday while I was driving home from CRMUG in Chattanooga, TN, I was listening to the CRM MVP Podcast Episode 58 hosted by the fantastic Forms Pro guru Megan Walker. In this episode (which I highly recommend giving a listen to!) Megan talks about her top 10 favourite things about Forms Pro. I found this … Continue reading Marketing Lists vs Views
Implementing The Calendar Control in Unified Interface.
When should I send that Summer BBQ invite email? With the addition of Unified Interface to the Dynamics 365 comes some new features including the new Calendar Control. The Calendar Control allows you to view a set of records on a calendar, making it really easy to see any records that rely on a date … Continue reading Implementing The Calendar Control in Unified Interface.