The core of the RAMCO system, Microsoft Dynamics 365®, excels in its ability to automate tasks and define custom logic for updating your association data. The topics contained in this course are generally more advanced and require a basic understanding of the data relationships in your system, although even novice users can benefit from the built-in process templates and basic functions like automated emails from the system. Classes contained within this course are:
- Workflows – Basic – An Introduction to Workflows
- Workflows – Basic – Using Process Templates
- Workflows – Intermediate – Updating Records
- Workflows – Intermediate – Sending Emails
- Workflows – Timeouts and Drip Campaigns
- Workflows – Advanced – Automatically Creating MLS and Key Memberships
