Are you using Microsoft Dynamics?
🎓 Join our masterclass: Using Windfall with Microsoft Dynamics on October 17th @ 1:00 PM ET / 10:00 AM ET 🎓
Windfall's VP of Product, John Dao, and Senior Customer Success Manager, Eric Smith, will be reviewing our integration with Microsoft Dynamics. Specifically, we'll be covering:
- An overview of Windfall’s integration with Microsoft Dynamics
- Best practices for Microsoft Dynamics integrating with the Lead, Contact, and Account objects - including a discussion on user permissions and security
- Unique ways to leverage people data in creating custom Lead Grades, when appropriate
- Tips and tricks for supercharging your acquisition and retention efforts and optimizing your marketing and sales workflows
- Bonus: Live demonstrations of sample fields, reports, and dashboards for various use cases
⬇ Sign up for the webinar below!
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