CRM Crash Couse

👉 5 Sessions - 5 back-to-back days - 1 hour per session
👉 Full Base Setup for Advanced CRM for D365 Business Central
👉 Lead -> Opportunity -> Customer - Basic Workflow
👉 Contact Categorization and Activity Timelines
👉 Task Assignment and Follow Up Management
👉 Quotes and Estimates
👉 Contact Checklist, Standard Documents, and Profile Questionnaires
👉 Sales Rep and Manager Dashboarding
👉 No External Integrations Required – Directly Download from AppSource

CRM Crash Course Sessions:
Starts February 23rd:
Monday – Friday from 12 pm – 1 pm CST

FREE with Advanced CRM purchase if purchased before 2/23/2026.