Robert Silverman and Cassandra LaForest talked about how his firm, FI Consulting, developed a solution for reviewing small business loan applications using Power Platform Tools. This is a complex problem because of the multiple reviews, different types of tasks and more tasks from the 425-page standard operating procedures.
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Kylie Kiser
Microsoft Dynamics 365 Enthusiast, User Group Chapter Leader, and Microsoft Business Applications MVP I have been working with Microsoft Dynamics CRM since 2010. I enjoy learning new ways to customize the system, especially if it can be done without writing code. I have worked in multiple industries on complex systems with a variety of integrations. As part of the CRM User Group, I lead the Washington, DC Chapter. I also enjoy presenting virtually and in-person for CRMUG events. The views and posts shared here are mine alone and do not reflect the views of my employer.
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