View analytic
Thursday, October 16 • 4:45pm - 5:45pm
Creative Excel Use in xRM Deployments
Tap into the powerful partnership for creative problem solving in a low cost, no code fashion utilizing Excel and CRM out of the box features. This session will focus on the application of Excel Formulas and Macros to interact with data and prepare it for use in CRM. From modifying existing data to creating “Faux Integrations” to move data from other systems into CRM, there will be plenty of examples and business cases to get your creative juices flowing. Novice users are encouraged to attend “Excel Essentials for the CRM Administrator” prior to the session.

avatar for Britta Scampton

Britta Scampton

Systems Design Engineer, BGM TruNorth Wealth Partners

Thursday October 16, 2014 4:45pm - 5:45pm

Attendees (0)