PowerObjects Proudly Presents: How PowerObjects Uses Microsoft Dynamics CRM for Lead Gen

Are your sales and marketing teams stuck in individual silos? At PowerObjects, we use Microsoft Dynamics CRM to join our teams together with one goal: Lead Generation. Leads are the name of the game, but not all leads are created equal. One solution is to use Dynamics CRM and marketing automation to gather and report data about individual marketing campaigns, lead funnel, and more!

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Join us on Tuesday, September 27, for a webinar that dives deeper into how PowerObjects uses our PowerPack Add-ons and Microsoft Dynamics CRM to help our marketing team nurture our leads to sales-ready. There is no lead gen solution or strategy that will magically create leads of quality, but this is a good example of how we found a tailored solution perfect for our needs.

The webinar will be presented by Chris Baldock, our Digital Marketing Data Analyst (aka our Data Dude). Chris knows data inside and out, and the great thing about Dynamics CRM is that data is the lifeblood and that makes everything flow. Get a little sneak peek about a few of the topics Chris will be going over by checking out this episode of The CRM Minute.

This is the first webinar we've put on of this kind, and you won't want to miss it! REGISTER NOW! This webinar is a bonus webinar in our Getting Started with Marketing Automation and CRM series. You can watch part one here and register for parts two and three as well. Don't miss a minute of this exciting topic.

Can't make the webinar? No worries! A recording of this webinar will be published on our website for anyone who can't attend. Register for the webinar and we'll send you a follow-up email with a link to the recorded presentation. That way you can watch it when it's convenient for you!

Happy CRM'ing!

Face of the Customer Meet Face of the Machine: A Can't-miss Webinar Event!

PowerObjects is pumped to announce that we will be sponsoring a webinar featuring global research and guest analyst firm, Forrester Research and Microsoft THIS WEDNESDAY, May 11 from 1:00 pm CDT to 2:00 pm CDT.

Face of the Customer Meet Face of the Machine

The world of connected devices is exploding, and projections are that there will be over 30 billion connected devices by 2020. Today, companies use data from this Internet of Things (IoT) to deliver proactive customer service to maximize uptime and intervene upon signs of anomaly. There is much more power and real business gains, however, to be had from connecting IoT to CRM. Insights from connected devices can be used to deliver differentiated and more deeply personal customer experiences, which directly impact customer loyalty, lifetime value, and top line revenue.

Speaking during the webinar will be Kate Leggett, VP, Principal Analyst with Forrester; Dave Miller, GM Worldwide Incubation, Microsoft Dynamics CRM; and Dan Cefaratti, PowerObjects’ Field Service Practice Director. They will be available to answer all of your questions after the webinar as well!

Topics covered will include the importance and economic value of delivering differentiated experiences, how IoT and CRM can transform company focus from being product-centric to customer-centric, how IoT and CRM can be leveraged to increase customer retention and lifetime value, and case studies highlighting the power of connecting IoT to CRM.

Can’t make the webinar broadcast? We’ve got you covered! Register for the webinar, and we’ll send you a copy of the recording as well as a copy of the slides. We hope to see you there!

Happy CRM’ing!


Trialing Dynamics CRM Online? Some Things to Consider [WEBINAR]

Trialing dynamics CRM? If you are one of many companies evaluating Microsoft Dynamics CRM, there are a number of things to consider before (and after) you start your free 30-day trial of CRM. Luckily, we’re here to help. Whether you’re a one-person startup or a company with 10,000+ employees, there’s a lot to think about when it comes to evaluating Microsoft Dynamics CRM and deciding if it's the right solution for you. If you’ve ever wondered . . .


. . . you aren’t the only one! Join one of our PowerObjects SMB experts, Patrick Jackson, on Friday, April 22nd at 10 a.m. CST for a 30 minute webinar to address these questions and more to help you get the most out of your services.

Happy CRM'ing!

*Image source: Reddit.com



Webinar Today: Exploring Office 365 Groups and How They Interface with Dynamics CRM

If you've ever looked for a way to involve both internal employees and external vendors, customers, etc. in projects or conversations, Office 365 groups might be exactly what you're looking for! Join our SMB expert, Kyle Welliver TODAY, Friday, May 6th at 10 am CDT for a 30 minute webinar to discuss how to set up and use Office 365 groups. These groups interact using Office 365 products, such as OneNote, OneDrive, and PowerBI, while also interfacing with Dynamics CRM. How could your Microsoft online subscriptions become any more powerful?

Webinar Today: Exploring Office 365 Groups and How They Interface with Dynamics CRM

Webinar Today: Exploring Office 365 Groups and How They Interface with Dynamics CRM

Can't make the webinar?

No worries! We record all of our webinars to be available on demand on our website. If you want to know about upcoming webinars, as well as trainings, conferences, and other events, be sure to check out our upcoming events page. You can also sign up for the monthly PowerObjects’ newsletter, which includes upcoming events.

Happy CRM'ing!

Dynamics CRM and Office 365 Out-of-the-Box Integrations [Webinar]

Dynamics CRM and Office 365 – the new peanut butter and jelly? Join us for a webinar, Dynamics CRM and Office 365: Introduction to Out-of-the-Box Integrations, this Friday at 10:00 am CT to find out how these Microsoft products come together to help you be more efficient and productive.

There is so much power behind all of the features offered as a part of the Office 365 suite, and Microsoft is working on making Dynamics CRM even more powerful by offering integrating with other Office products that are a part of the system – no custom work required. In this webinar, we'll talk about some of the Office products that integrate with Dynamics CRM, including:

Microsoft Word and Microsoft Excel Templates

See how you can pull CRM data into pre-built Microsoft Word or Microsoft Excel templates.

CRM and Office 365

Skype for Business Integration

Watch how you can easily make phone calls by clicking on phone numbers right in the Dynamics CRM record.

CRM and Office 365

SharePoint Integration

Learn how to store documents from across teams in one single location, related to the pertinent record in CRM.

CRM and Office 365


Get Ready for Dynamics CRM 2015!

Chances are you have heard the news about the release of Dynamics CRM 2015. There are a multitude of new features and enhancements heading your way with this latest release and it's time to get ready! Learn more about the release on our Microsoft Dynamics CRM 2015 web page where we list our CRM 2015 news, blogs posts, and educational events to help you prepare for this exciting change.

If you're itching to get more 2015 knowledge be sure to check out our upcoming Dynamics CRM 2015 webinar series which will take place in December and January. Each webinar lasts 30 minutes and covers the new features and updates in Dynamics CRM 2015. View the schedule below and register!

December 10, 2:00 pm CST - Just Show Me CRM 2015

December 17, 10:00 am CST - Enhancements to the Product Catalog in CRM 2015

December 30, 2:00 pm CST - Overview of Enhanced SLA's in CRM 2015

January 8, 11:00 am CST - Updates to Business Process Flows in CRM 2015

January 13, 11:00 am CST - Working with Portable Business Logic in CRM 2015

January 21, 2:00 pm CST - Introduction Relationship Charts in CRM 2015

If it's hands-on Dynamics CRM 2015 training you're after be sure to register for our Dynamics CRM 2015 Boot Camps and Dynamics CRM 2015 Upgrade Trainings taking place in Minneapolis, Toronto, Atlanta, and Dallas starting in January.

Check out our 2015 resources and get ready for Dynamics CRM 2015 – we can't wait for what will be the best version yet!

Happy CRM'ing!

CRM University Summer Webinar Series: What's New with Microsoft Dynamics CRM?

PowerObjects' CRM University is hosting a series of educational webinars over the summer that pack a lot of great information into a short period of time! These free 30-minute sessions provide an excellent opportunity to get the latest and greatest information on topics such as new CRM features and functions, planning a CRM implementation, considerations for upgrading to CRM 2013, and more.

Join Us for the First Webinar: What's New with Microsoft Dynamics CRM!

The focus for the first webinar in this series is what's new with Microsoft Dynamics CRM. In case you haven't heard--there's a lot! This 30 minute webinar will provide a quick overview of newly released features and a roadmap of what to expect in the coming months.

This webinar will take place on June 24, 2014, from 2:00 - 2:30 pm Central Time.

Register Now!

You can view additional upcoming webinars in the series on our events page.

CRM University Summer Series Instructors

Gretchen Opferkew - PowerObjects Director of Education, Microsoft CRM MVP, MCT
Tad Thompson - PowerObjects Senior Technical Advancement Director, MCT
Nick Wassenberg- PowerObjects Marketing Solutions Practice Director

What is CRM University?

CRM University provides formal training delivered by certified trainers on the PowerObjects education team. Formal trainings include our 5-day CRM Boot Camps, as well as 2-day workshops on business intelligence, CRM 2013 upgrade training, extending CRM, increasing CRM user adoption, and more. You can see all upcoming CRM University training opportunities on our upcoming events page. The PowerObjects education team is also the mastermind behind the eductional content for PowerUp: The CRM Event, our annual CRM user conference.

Upcoming Webinar: 5 Quick Starter Steps after Activating an Office 365 Trial

Did you know that Microsoft offers free 30-day trials of popular Office 365 plans? With the rising popularity of Microsoft Office 365, many people are wondering how they can get started. A free trial of Office 365 offers your organization an excellent opportunity to go beyond what you have heard or read about Office 365. Each trail account is not a dummied-down version of Office 365—you'll get to activate, create and play in the full version of Microsoft Office 365.  

PowerObjects is hosting a webinar to help you get the most out of your Office 365 trail on Monday, June 30th, 2:00 pm CT - 3:00 pm CT, called 5 Quick Starter Steps after Activating an Office 365 Trial. This webinar will go over 5 simple steps you can do to enhance your trial experience, including:

Watch this on-demand webinar

Upcoming Webinar: What Is PowerWebForm for Dynamics CRM?

PowerWebFormPowerObjects is pleased to announce an upcoming webinar: "What is PowerWebForm?"

When: Friday, May 23rd, 10 a.m. to 10:3 a.m. CT

What: This webinar will give a demonstration of the PowerWebForm add-on for Microsoft Dynamics CRM. In a nutshell, if you're looking for a way for web forms on your website to link directly to your CRM system, PowerWebForm is the answer.

Learn how PowerWebForm takes your web form submissions and translates that data into leads, contacts, and accounts in your system. In this 30-minute session, we'll talk about what exactly PowerWebForm is and how it works, and end with a Q & A session. Please join us!

Register Now!

Want to give it a whirl before attending with a 30-day trial? You can do all of that on our PowerWebForm webpage! This page is also a great resource if you can't attend this webinar.

Happy CRM'ing!

Upcoming Webinar: 5 Steps to Smarter Choices for Marketing Technology in Microsoft Dynamics CRM 2013

Does modern marketing sometimes leave you with too few light bulb moments? With so many options out there, it can easily turn into a multi-channel and multi-device conundrum. Now add in a multitude of confusing 'products of the moment' and it sounds like you need a little help from the white knight of the Microsoft Dynamics CRM community!

Please join us for a webinar on June 10th that covers 5 steps to smarter choices for marketing technology. We recommend this webinar to anyone who is currently using or is thinking about using Microsoft Dynamics CRM for marketing. This is a 'can't miss' event that gives you exclusive information on the dos and don'ts for creating a marketing technology framework that is strong across the board. After attending you should be able to pinpoint all current and future requirements you'll need and be aware of all the tools, tricks, and analytics that are available to you.

Join Director of Education Gretchen Opferkew and Marketing Solutions Practice Director Nick Wassenberg on Tuesday, June 10, 2014 @ 12:00 PM EDT/ 1:00 PM CST for our webinar and get the full rundown on how to take your marketing technology strategy to the next level!

Register now

PowerMailChimp Tips & Tricks Webinar on March 14!

PowerMailChimp Tips & TricksAre you looking for a bulk-emailing solution that integrates with Dynamics CRM 2011 or 2013? Are you already a satisfied PowerMailChimp user? If the answer to either of these questions is yes, then this webinar is for you! Join our PowerPack Pro, Cecilie Svensgaard, as she goes over the tips and tricks of becoming a successful user of the PowerMailChimp add-on for Microsoft Dynamics CRM.

PowerMailChimp is one of the most popular PowerPack add-ons, and it seamlessly integrates your Microsoft Dynamics CRM with the highly reputable bulk-emailing platform, MailChimp. With PowerMailChimp, you can manage your subscriber lists, send bulk email, and track the valuable send, open, click, bounce, and unsubscribe statistics all from inside your Dynamics CRM system. This add-on makes bulk emailing fast and efficient, saving you time and clicks when sending out any sort of bulk email communication.

Join us for this PowerMailChimp Tips & Tricks webinar on Friday, March 14 from 10 - 11 a.m. CST. Register Now!

Be sure to check out our other upcoming webinars and education events. Can't make it? We also record all of our webinars so they can be watched on-demand!

Happy CRM'ing!

PowerWebForm Add-on Tips & Tricks Webinar on March 20th!

PowerWebForm Tips & TricksThe PowerWebForm add-on is one of PowerObjects' most popular add-ons for Microsoft Dynamics CRM. This handy tool takes data from web forms on your website and pulls that data directly into Dynamics CRM. Once that data is inside of CRM, you decide what to do with it. You can create a lead, a contact, an activity, or even a custom record based on the web form submission.

Duplicate detection, automatic notification and the ability to style the form are already built into this add-on. It's as easy as building the form, posting it on your website, and waiting for those submissions to flow in. Whether you're already using the add-on, or if you're interested in using it in the future, this webinar is for you.

Join the PowerObjects PowerPack Pro, Cecilie Svensgaard, on Thursday, March 20th from 10-11 a.m. CST to go through various different tips and tricks designed to help you get the most out of the PowerWebForm add-on. Register Now!

Be sure to check out our other upcoming webinars and education events. Can't make it? We also record all of our webinars so they can be watched on-demand!

Happy CRM'ing!