As a new admin, you may feel like your head is stuck in the hunny pot and you can’t get out! Well, Pooh, attend this first in a two-part series of sessions. Explore a live instance with us and learn how to set basic personal options and customizations; navigate the system quickly and easily; improve searches with full-text indexing or relevance searching; filter views to refine search results; discuss the new UI and model-driven apps.
Microsoft Dynamics 365 Enthusiast, User Group Chapter Leader, and Microsoft Business Applications MVP I have been working with Microsoft Dynamics CRM since 2010. I enjoy learning new ways to customize the system, especially if it can be done without writing code. I have worked in multiple industries on complex systems with a variety of integrations. As part of the CRM User Group, I lead the Washington, DC Chapter. I also enjoy presenting virtually and in-person for CRMUG events. The views and posts shared here are mine alone and do not reflect the views of my employer.