Take a look at the easy-to-use interface of CRMPlus365.
Configure your Initial Settings
CRMPlus365 is easy to learn and fun to work with. Make sure to set up a few things up front to make your experience even better.
Merge your Duplicate Companies and Contacts
We all end up entering data 2 or 3 times. Whether by accident or not, it’s easy to merge those duplicate records with CRMPlus365.
Record Set…a Hidden Gem
Learn how to quickly view and edit records in CRMPlus365 with the Record Set button.
Using the Bulk Edit Feature
Check out how easy it can be to edit multiple records at the same time with CRMPlus365.
Attach documents to Customer Records, Contacts, Opportunities, and more with CRMPlus365.
Business Process Flows
How to Handle Multiple Business Process Flows in Dynamics 365 and CRMPlus365.
Easily manage web leads from your website with CRMPlus365 and Dynamics 365.
Learn how to make CRMPlus365 and Dynamics 365 your own with some simple personalization settings.
Using Quick Leads
Enter new Prospects and Contacts in one easy step with Quick Leads.
Importing Leads into CRMPlus365
Import lists from Excel or CSV file into CRMPlus365.
Using the Business Card Scanner
Scan business cards into CRMPlus365 on your laptop, tablet, or mobile device.
Learn how we manage sales territories in Microsoft Dynamics 365 and CRMPlus365.
An easy-to-use Telemarketing Feature for CRMPlus365 or Dynamics 365.