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ERP/CRM Interface Workshop

September 18, 2019 10:00 AM - 12:00 PM CDT

In this workshop we will review the interface between WorkWise ERP and CRM. We will discuss how data is exchanged between ERP and CRM, how to search in CRM for ERP data, sending quotes, opportunity, RMA and Incident data between the systems, and Administrator functions such as adding a new user. This workshop includes hands-on exercises.

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