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DTSTART;TZID=America/New_York:20260107T130000
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UID:10000833-1767790800-1767794400@usteducation.org
SUMMARY:Using the Built-in CRM Functionality in Business Central
DESCRIPTION:This event is eligible for CPE Credit only~ \n  \nCourse Description:  \nMany companies implement Business Central without knowing there is CRM functionality within the product. This session will provide a brief overview of the setups and then dive into the functionality. Interactions allow you to track all correspondence with your prospects\, customers\, and vendors. Segments allow you to pinpoint your contacts for additional communications. Opportunities allow you to build your pipeline\, provide guidelines for managing the pipeline and view the progress of the opportunities in the pipeline. We will also discuss and demonstrate how this functionality is not just for the sales staff. Are you utilizing all this? Join this session to see how you can take advantage of the functionality you already own. \n  \nLearning Objectives: \nIdentify the core CRM features built into Business Central\, including Opportunity Management\, Interactions\, Segments\, and Campaigns. \nDemonstrate how to use Opportunity Management to track and evaluate pipeline progress for improved sales oversight. \nApply Interaction Tracking to document and retrieve communications across teams\, enhancing organizational visibility and coordination. \nUse Segments and Campaigns to target and execute communications and marketing efforts within Business Central. \n  \nTo Watch this Webinar on the Media Library CLICK HERE! \n 
URL:https://usteducation.org/event/using-the-built-in-crm-functionality-in-business-central-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/95906420944
CATEGORIES:B2B/B2G,B2B/B2G IT,Business Strategy,Business Strategy,Growth/Sales,Growth/Sales,MICROSOFT DYNAMICS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/11/Robb25.png
ORGANIZER;CN="Robb Delprado":MAILTO:rdelprado@llConsultingservices.com
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240307T110000
DTEND;TZID=America/New_York:20240307T120000
DTSTAMP:20260407T181307
CREATED:20231207T193426Z
LAST-MODIFIED:20240531T194353Z
UID:10000505-1709809200-1709812800@usteducation.org
SUMMARY:Empowering Nonprofits: Streamline Operations with Our Custom ERP Solution
DESCRIPTION:COURSE DESCRIPTION: \nIn today’s dynamic landscape\, numerous not-for-profit organizations seek to optimize their operations through the adoption of advanced ERP systems. This course delves into the core functionalities of Sylogist’s Mission ERP\, uniquely tailored to meet the specific needs of not-for-profit entities\, seamlessly integrated within Microsoft’s Business Central platform. \nParticipants will gain insights into why many organizations are transitioning to new ERPs\, whether due to outgrowing their existing systems or facing obsolescence with unsupported platforms. Through comprehensive exploration\, attendees will discover the transformative capabilities offered by Mission ERP\, providing a holistic understanding of its features\, modules\, and how it aligns with the operational intricacies of not-for-profit organizations. \nThis session offers practical demonstrations and real-world examples\, empowering participants to leverage Mission ERP effectively within their respective organizational contexts. Join us to unlock the potential and embark on a journey towards enhanced operational efficiency and strategic decision-making within the realm of not-for-profit management. \n  \nLEARNING OBJECTIVES: \n\nReview the Administrative Dashboard in Mission ERP\nDiscuss Setups for Fund & Net Asset Accounting\nDiscuss Deposits & Loans\nDiscuss Award & Grant Management\n\nTo Watch this Webinar on the Media Library CLICK HERE!
URL:https://usteducation.org/event/m352/
LOCATION:https://zoom.us/j/99707223583
CATEGORIES:ASSOCIATIONS & NONPROFITS,MICROSOFT DYNAMICS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2023/12/Robb24.png
ORGANIZER;CN="Robb Delprado":MAILTO:rdelprado@llConsultingservices.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230816T130000
DTEND;TZID=America/New_York:20230816T140000
DTSTAMP:20260407T181307
CREATED:20230607T174815Z
LAST-MODIFIED:20240531T195434Z
UID:10000437-1692190800-1692194400@usteducation.org
SUMMARY:M343: 15 Tips and Tricks for Warehouse Operations
DESCRIPTION:COURSE DESCRIPTION: \nIn today’s rapidly evolving business landscape\, effective warehouse operations play a pivotal role in ensuring seamless supply chain management and customer satisfaction. However\, warehouses often encounter a myriad of challenges that can hinder their performance\, resulting in inefficiencies and missed opportunities. This dynamic and comprehensive webinar\, “15 Tips and Tricks for Warehouse Operations\,” has been meticulously designed to address these critical issues and equip participants with the knowledge and strategies needed to transform their warehouse operations into lean\, agile\, and high-performing hubs. \n  \nLEARNING OBJECTIVES: \n•We will provide an overview of changes needed when Bin Utilization is activated in Business Central.\n• We will share some things to consider when you perform tasks that aren’t completed on a regular basis.\n• We will cover financial processes that need to be completed when warehouse transactions are completed.\n• We will explain how SKU’s will help manage inventory in multiple locations \n  \nTo Watch this Webinar on the Media Library CLICK HERE!
URL:https://usteducation.org/event/m343-15-tips-and-tricks-for-warehouse-operations/
LOCATION:https://zoom.us/j/92378709838
CATEGORIES:MICROSOFT DYNAMICS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2023/06/Robb-and-Kim-1-1.png
ORGANIZER;CN="Robb Delprado":MAILTO:rdelprado@llConsultingservices.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230321T110000
DTEND;TZID=America/New_York:20230321T120000
DTSTAMP:20260407T181307
CREATED:20221220T200530Z
LAST-MODIFIED:20240531T202859Z
UID:10000285-1679396400-1679400000@usteducation.org
SUMMARY:M304: Hiding in Plain Sight – The CRM Functionality You Already Have in Business Central
DESCRIPTION:COURSE DESCRIPTION: \nThere are a lot of high-powered CRM packages on the market\, and the failure rate of CRM implementations is huge. If you already use Microsoft D365 Business Central and you are looking for a CRM solution\, this session gives you an overview of functional you already own. Rather than purchase licenses for another product that has to be integrated into Business Central why not start with what you have and decide if you need more later? \n  \n\n\n\n\nWelcome to Relationship Management CLICK HERE! \n\n\n\n\n  \nLEARNING OBJECTIVES: \n\n– Understanding that there is CRM functionality in Business Central\n– Understanding the difference between Customers and Contacts in Business Central\n– Identifying the functionality in Relationship Management\n– Diving into some of the key functional areas of Relationship Management\n– Providing an overview of remote access for the Sales Staff via Outlook
URL:https://usteducation.org/event/m304-hiding-in-plain-sight-the-crm-functionality-you-already-have-in-business-central/
LOCATION:https://zoom.us/j/91596396182
CATEGORIES:MICROSOFT DYNAMICS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/12/Templete.png
ORGANIZER;CN="Robb Delprado":MAILTO:rdelprado@llConsultingservices.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230221T110000
DTEND;TZID=America/New_York:20230221T120000
DTSTAMP:20260407T181307
CREATED:20221220T200535Z
LAST-MODIFIED:20240531T203312Z
UID:10000286-1676977200-1676980800@usteducation.org
SUMMARY:What You Need To Know About Using a Microsoft CRM System
DESCRIPTION:COURSE DESCRIPTION: \nThere are a lot of high-powered CRM packages on the market\, and the failure rate of CRM implementations is huge. If you already use Microsoft D365 Business Central and you are looking for a CRM solution\, this session gives you an overview of functional you already own. Rather than purchase licenses for another product that has to be integrated into Business Central why not start with what you have and decide if you need more later? \n  \n\n\n\n\nWelcome to Relationship Management CLICK HERE! \n\n\n\n\n  \nLEARNING OBJECTIVES: \n\n– Understanding that there is CRM functionality in Business Central\n– Understanding the difference between Customers and Contacts in Business Central\n– Identifying the functionality in Relationship Management\n– Diving into some of the key functional areas of Relationship Management\n– Providing an overview of remote access for the Sales Staff via Outlook
URL:https://usteducation.org/event/what-you-need-to-know-about-using-a-microsoft-crm-system/
LOCATION:https://zoom.us/j/96701586506
CATEGORIES:MICROSOFT DYNAMICS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/12/Templete.png
ORGANIZER;CN="Robb Delprado":MAILTO:rdelprado@llConsultingservices.com
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