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Wealth Management Template for Microsoft Dynamics CRM - Training RRS feed

  • Question

  • Hello,

    Is there any training available for "Wealth Management Template for Microsoft Dynamics CRM" like a manual or something?  Are there any partners that specialize in this template?

    Thanks,

    Leslie

    Friday, May 11, 2012 7:52 PM

All replies

  • If you click Demo on pinpoint site you get to YouTube video describing how Wealth Management template works (http://www.youtube.com/watch?v=BAOIIMWDRf4&list=PL90F44DB103B089FA&index=2&feature=plpp_video)

    It describes how it works and components. There is also additional information in Readme document included with solution.

    • Proposed as answer by Maria Joaquin Tuesday, May 15, 2012 6:45 PM
    Saturday, May 12, 2012 8:01 PM