Monthly Webinar Schedule, Invites, ‘Join Live’ links, Past Recordings, and more.
Check back regularly for additions, changes, and cancellations.
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
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
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
We have a standing Covid-19 Community Edition webinar every MONDAY (except Canadian holidays) at 2pm (Mountain Time)!
Past Webinar Recordings:
03/13/20 – User Management Basics (Nigel N)
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)
06/24/20 – How to use Microsoft Teams (Tom M)
08/26/20 – ITRAK 365 in Dynamics 365 (Forms) (Tom M)