Spotlight Webinar – Microsoft Dynamics
March 27 @ 2:00 pm - 3:00 pm
JOIN US FOR OUR LIVE WEBINAR!
In this webinar we will explore our Microsoft Dynamics integration.
The Microsoft Dynamics integration allows you to send call data from your CallTrackingMetrics account into Dynamics to create or update any object type in Dynamics, including leads, contacts, and custom objects.
In this webinar we’ll cover:
Assigning your Dynamics campaigns to your CTM tracking sources
Mapping your CTM users to users in Microsoft Dynamics
Creating triggers to create or update objects in Dynamics based on custom field mappings
Fire triggers in CTM based on whether a record is found in Dynamics
Our Spotlight & Industry focused series are topic-based live webinars that highlight a specific CTM feature & how specific industries are utilizing our software and tools. During these webinars, we’ll cover best practices and explore creative ways that clients are using these features for success. Spotlight webinars are one-hour in length and typically take place on the last Wednesday of the month.