Workshop

A small medical practice called Just in Time Advice has just installed Microsoft Dynamics CRM. Just in Time Advice provides answers to common medical questions via the Internet and telephone. Questions that cannot be answered are referred to a local physicians’ network. Justin Brown is the CEO of Just in Time Advice. Justin wants to expand the number of physicians in Just in Time Advice’s physicians’ network. Justin starts his efforts by using e-mail to reach out to his connections from various previous positions. He reviews his contacts and selects 30 different people. He writes a personal e-mail message to each contact. The message is written and then saved in Microsoft Dynamics CRM for future reference. The message is also set with ...

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