Developer | Sales & Mobility

D365UG/CRMUG

DEV03 - Three Simple Plugins Sales and Marketing Will Love

Friday, October 13
1:15 PM - 2:15 PM
Location: Belle Meade CD - Magnolia Mezzanine Level M

Format: Presentation
Level: Intermediate

In this session, we will walk through three simple plugins which will have your sales and marketing teams cheering.  First, we will look at a plugin for automating the assignment of leads to get leads into sales hands faster.  Then, we will focus on two plugins around capturing reason codes when leads are disqualified and opportunities are lost to better understand how to drive future sales based on data.  We will share what we have learned through this process both from an execution perceptive as well as some of the pitfalls that we encountered.




Jeremy Beaman

Business Applications Functional Analyst
Zonar Systems, Inc.

Presentation(s):

Send Email for Jeremy Beaman

Khoa Truong

Business Application Developer
Zonar Systems

I was an ERP developer for over 12 years and have been working with Microsoft Dynamics CRM Online for almost a year. I enjoy learning new ways to config and customize the systems and love to write console applications and plugins. I enjoy help others and outdoor activities.

Presentation(s):

Send Email for Khoa Truong


Assets

Three Simple Plugins Sales and Marketing Will Love



Attendees who have favorited this

Send Email for Three Simple Plugins Sales and Marketing Will Love