Live Webinars

Monthly Webinar Schedule, Invites, ‘Join Live’ links, Past Recordings, and more.

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November

November 18 – CRM Navigation 101: Advanced Find

Learn more about one of the most handy and powerful features in Dynamics/ITRAK 365. It’s both a search tool, a reporting engine, and more.

  • How to Filter on Core Records
  • How to Filter on Related Records
  • Adding Columns
  • Exporting to Excel
  • Q&A

30 mins


November 25 – CRM Navigation 101: Views

ITRAK 365 comes with many different options to customize your views. Learn how to best leverage this helpful feature.

  • How to Create a Personal View
  • How to Share a Personal View
  • How to Create a System View
  • Views in Advanced Find
  • Views in ITRAK Portal
  • Q&A

30 mins


December

December 2 – Power BI: a Year in Review

Come join us for the last webinar of the year. We’ve done a lot more with Power BI in 2020 than we ever imagined! Come see some of the best things that we’ve discovered and added to our product offering. Some of the highlighted Dashboards will include:

  • Monthly Reports
  • Inspections, Findings, Actions
  • Spills/Release
  • Q&A

30 mins


We have a standing Covid-19 Community Edition webinar every MONDAY (except Canadian holidays) at 2pm (Mountain Time)!

www.itrak365.com/covid-19


Past Webinar Recordings:

02/21/20 – Upcoming Microsoft Unified Interface (UCI) Changes and ITRAK impacts (Tom M)

03/11/20 – Power BI: Configuration & Navigation (Kassem E)

03/13/20 – User Management Basics (Nigel N)

03/18/20 – New Helpful ITRAK Forms for Dealing with the Associated Workload of the Pandemic (Covid-19) (Kassem E)

04/08/20 – Document Library Creation & Uploading Docs (Tom M)

04/15/20 – Covid-19 Environment and Process Flows Demo (Tom M)

04/22/20 – ITRAK 101 – Mobile Navigation (Kassem E)

04/22/20 – ITRAK 101 – Portal Navigation (Kassem E)

04/29/20 – Power BI: Data Manipulation (Kassem E)

05/28/20 – ITRAK Procedures & Competencies (Diane F) – from the ITRAK Conference

06/10/20 – New Microsoft Licensing (Darren H)

06/17/20 – ITRAK Hidden (Or Lesser Known) Features (Tom M)

06/24/20 – How to use Microsoft Teams (Tom M)

07/08/20 – Running ITRAK 365 in TEAMs (Diane F)

07/29/20 – Latest Changes in Microsoft Licensing (Darren H)

08/12/20 – Risk Management in ITRAK 365 (Michelle B & Kassem E)

08/26/20 – ITRAK 365 in Dynamics 365 (Forms) (Tom M)

09/16/20 – ITRAK Forms Building 101 – Part 1 of 4 (Tom & Kassem)

09/23/20 – ITRAK Forms Building 101 – Part 2 of 4 (Tom & Kassem)

09/30/20 – ITRAK Forms Building 101 – Part 3 of 4 (Tom & Kassem)

10/07/20 – ITRAK Forms Building 101 – Part 4 of 4 (Tom & Kassem)

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