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CRMUG Summmit 2016 Pre-Conference Academy
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Sunday, October 9 • 1:00pm - 5:00pm
Introduction to Entities & Building Solutions in CRM
One of the hardest things to learn for a new administrator is how to create the right solution for the requests they get from their organization. In this training we will go over all aspects of entities, how to create them, forms, fields, views, 1 to many and many to 1 relationships. Along with creating and managing all of these areas we will also go over many examples of requests your organization could bring to you, what are the 3 main solutions from a high level and how to determine which one to choose. This will be an interactive session that will build on a historical webinar based off of the Basics of Entities.
Learning Objectives:

  • Efficiency with building new entities

  • Best approaches for creating forms and entities

  • Understanding of relationships and how to create them

  • Practice determining the best solution for new requests

  • Tips and best practices to feel comfortable in the future doing this yourself

Instructor: Melissa Erickson
Audience: New Admin
Level: Beginner
Prerequisites: Some basic knowledge of CRM
Delivery Method: Group Live

avatar for Melissa Erickson

Melissa Erickson

Director of Member Systems, Dynamic Communities, Inc.
I'm passionate about CRM and helping users understand it better!

Sunday October 9, 2016 1:00pm - 5:00pm EDT
Tampa Convention Center Room 16