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Wednesday, October 23 • 10:00am - 11:00am
CRM Confession: Adapting Microsoft Dynamics CRM for Higher Education

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Using Microsoft CRM, Winona State University has created a consolidated view of student information and toolset to store information not provided for in the University's central student information system. This session will cover the custom entities, special forms, data integrations, and web sites integrations used to transform CRM into a central repository of student information and communications tool for reaching out to students. See how Winona State uses the Case feature to track student interactions, reaches out to students with campaigns, and has transformed the Knowledgebase in CRM into a web-based self-service tool for prospects, students, parents, and members of the general public seeking answers to common questions.


Scott Guthrie

Winona State University

Wednesday October 23, 2013 10:00am - 11:00am
MW-Salon C
  • CPE Eligible No
  • Level All

Attendees (10)