Archive for October 2016
Application Training Part 2 : Navigating in New Tech
As part of our ongoing support for our customers, we provide both formal and informal training around the services and products we implement. From a few recent experiences, I wanted to share some overall suggestions on how to plan and present a successful training session on technical topics. Over a series of blogs, I will share some of the planning and content suggestions that have worked well in the past.
Read MorePersonalize Automated Emails in Dynamics CRM
Do you send automated emails to your customers, but want to make them more personal? You can personalize automated emails in Dynamics CRM by creating workflows that send on behalf of CRM users. For example, an admin can configure a workflow to send an email on behalf of the customer’s sales rep when the customer’s contract is about to expire.
Read MoreApplication Training Part 1 : Introduce Users to New Technology
As part of our ongoing support for our customers, we provide both formal and informal training around the services and products we implement. From a few recent experiences, I wanted to share some overall suggestions on how to plan and present a successful training session on technical topics. Over a series of blogs, I will share some of the planning and content suggestions that have worked well in the past. This blog will focus on some pre-planning and introduction to your audience.
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