Training: TAS Team

CRM 4.0 in the Financial Sector (Level 200) - June 17th at 11:00 – 13:00

This event will focus on the extensibility and level with which Dynamics CRM can be customized to fit various industries. This Event will primarily focus on the financial sector and help manage companies of all sizes.  This industry demo will provide an opportunity to maintain a clear view of customers enabling financial advisors, financial planners and insurance agents to leverage their clients’ profile and portfolio information to identify cross-sell and up-sell opportunities, improve customer retention and overall portfolio performance.  This vertical solution delivers on results driven management of lead and referral tracking, comprehensive contact relationship features, improved productivity with Outlook integration, and business analytics consisting of portfolio tracking and robust reporting capabilities

Target Audience:   Pre-sales, Technical consultants and Field Consultants

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SharePoint 2010 – Search (Level 200) - June 24th at 11:00 – 13:00

Microsoft SharePoint Server 2010 offers all of the enterprise search features and functionality that are in Microsoft Office SharePoint Server 2007 and provides many new enterprise search capabilities. This session summarizes the new enterprise search features and functionality in SharePoint Server 2010. With these new capabilities, search administrators can configure an optimal, secure search infrastructure that enables end users to find information in the enterprise quickly and efficiently.

Target Audience:   IT-Pro, Consultants

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