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Want to see our products in action? We’ve produced a number of videos that provide an inside look at the features and details of some of our most popular solutions. Connect with our team of CRM experts, gain new insights, and discover tools to address your day-to-day challenges.

Migrating to Microsoft Dynamics Online – Watch how Migration Dynamics makes the transition to the cloud with Microsoft Dynamics 365 Online easy and efficient. This overview and demonstration is provided by Chris Capistran, President, and Michael Ochs, Director of Product Development.

Managing Meetings and Events – Discover how the Cobalt Meetings & Events module includes all the functions you need to manage everything from simple committee meetings to complex annual conferences and trade shows.

Cloning and Updating Records – Learn how to copy and update records from a workflow in Microsoft Dynamics CRM/365 using CRM Snapshot from Cobalt. This video walks you through each step of the process.

Engaging Seamlessly with Members – This quick overview of the benefits and features of Membership Dynamics will help you discover how Cobalt can tailor Microsoft Dynamics 365 to better manage your membership functions.

Discovering the Future of CRM – This brief question and answer period provides insight from Chris Capistran, President, about the future of Microsoft Dynamics CRM/365. This was filmed at the 2016 CRMUG Summit.  

 

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