Welcome to Dynamics 365/xRM4Legal 2017

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Law firm outcomes

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Using the nav bar

Accessing different work areas and entities

Checkout your dashboards

Look for records

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

Find your events

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

Client planning

Download your apps

Thank you!

www.xRM4Legal.com