Welcome to Dynamics 365/xRM4Legal 2017
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Law firm outcomes
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Accessing different work areas and entities
Checkout your dashboards
Find your contacts
View your contacts in a list
See more contact details
Click or tap to connect
View MailChimp email delivery and opens
Create a new business intake
Enter new business intake details
Find organization clients
View organizations in a list
See more organization details
Get automatic updates with Social Insights
Add a contact to an organization
Pick up where you left off
View your events in a list
See more event details
Integrated ON24 webinar marketing
View your pitches
View pitches in a list
View cases in a list
Sales methodology
Download your apps
Thank you!
www.xRM4Legal.com