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Thursday, October 15 • 4:45pm - 5:45pm
Mastering Rollup and Calculated Fields in CRM 2013/2015

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Understand the basics of the new calculated and rollup field features in CRM 2015. Pick up some tips and tricks on using these calculating fields to do more without writing code, and learn about some of the constraints you have to work around.

avatar for Jerry Weinstock

Jerry Weinstock

CRM MVP, Business Technology Strategist, CRM Innovation
Talk to me about: CRM and Waterskiing. I have been working with CRM since V1.2 in the Spring of 2003. At CRM Innovation I am responsible for working with clients to help them implement CRM the way their business works. Also, I manage our CRM Solutions for Event Management and Advanced Internet Lead Capture. I am a 5th year Microsoft MVP (Most Valuable Professional). CRMUG Board of Director's member 2014-2015

Thursday October 15, 2015 4:45pm - 5:45pm