Are you aware of the new CRM features?

New features were recently introduced enabling users to leverage Microsoft Excel and Word in powerful ways to analyze and present your Dynamics 365 data.

Using the new Microsoft Word feature, users can easily generate standardized documents from user developed templates populated with Dynamics 365 data. With Microsoft Excel templates, you can easily create and share your customized analysis with others in your organization to present:

  • Sales Forecasting
  • Pipeline Management
  • Leads Scoring
  • Territory Planning

Join Dan Stein, Manager of mcaConnect’s CRM Managed Services Department, for an overview of the new functionality for Word and Excel including a demonstration of each during this recorded webinar.

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Who Will Be Presenting

Dan Stein is the Manager of the CRM Managed Services Department at mcaConnect. He comes from a project management and service delivery background in the software consulting and telecommunications industry managing software implementations, software upgrades, customer service centers, installation departments, and call centers. Dan has over 25 years of broad based experience in the information technology industry. He has managed numerous Great Plains ERP, Microsoft CRM, and telecommunications implementations in a large variety of businesses. Dan holds a degree in Electronic Engineering Technology and holds Microsoft MCSE, MCDBA, Great Plains Master and Microsoft CRM Certified Professional certifications.

Dan Stein

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