Nov. 15, 2019 HE-PAG Meeting: Recording Link And Slides

Julie Vargo

https://blackbaud.webex.com/recordingservice/sites/blackbaud/recording/play/f817c62538ee442fa39fd1bcf4c91847

Agenda For Nov. 15 2019

• Welcome
  • Opening Comments
• Subcommittee Updates
  • CRM Cloud Sub-Committee – Chair, Julie Vargo, The Ohio State University
  • Data Hygiene Sub-Committee – Chair, Michael Felberbaum, Yale University
  • CRM & Calling Software Integration Sub-Committee – Chair, Craig Hughes, Wisconsin Foundation & Alumni Association
  • Call for new subcommittee suggestions and/or customization needs – email recommendations to Julie Vargo at Vargo.64@osu.edu

• Blackbaud Presentation: Transform the roadmap into action with Microsoft Flow and Microsoft PowerApps, Bill Walsh, Patton Hillard

Blackbaud will share how Blackbaud CRM can leverage Microsoft Flow to ease repetitive tasks with workflow automation and Microsoft PowerApps to create custom business apps and solicit feedback from members.

• Blackbaud Product Update: Matt Crawford
  • Update on read-only access in Azure
  • Cloud Subcommittee preliminary responses
    • Update on Blackbaud CRM in Azure, including new capabilities
  • Idea Portal
• Call out for customization show and tell
  • Have a customization you would like to share?
  • Have ideas for a customization that you need or would like to see?
• Adjournment
  • Final questions & discussion items
  • Would members be interested in participating in an updated Ecosystem survey?
  • Blackbaud Webinar: BBCRM Spotlight -- Transform the roadmap into action with Microsoft Flow and Microsoft PowerApps, November 21, 2019, 11:00 am – 12:00 pm ET
  • Next PAG Meeting: January 24, 2020, 11:00 am – 12:30 pm ET
  • Recording of this meeting will be posted to the HE-PAG community