Workshop

Jack Green is the CEO of an engineering company. His firm does a wide variety of sketches, drawings, inspections, and other architectural work for businesses all around his area. One of Jack’s goals is to actively network at a variety of association meetings. He runs into numerous people he knows well, but occasionally he finds himself talking with someone he can’t quite remember. Jack wants to be able to excuse himself and check his database of contacts and notes. To do this, Jack uses the mobile client for Microsoft Dynamics CRM. He can quickly search his contacts, and he has also set up a view to sort by a few key characteristics.

Jack also uses a combination of Microsoft Dynamics CRM and Microsoft SharePoint to organize and store the architectural drawings that are produced and their associations to certain accounts. With enterprise search, he can quickly find any document needed without having to define account-specific folders.