CRMš˜—š˜­š˜¶š˜“Ā³ā¶āµ Video Library

Learn about the CRMš˜—š˜­š˜¶š˜“Ā³ā¶āµ components, out-of-the-box
modules, and customer-specific features

PowerApps 2022 Release Wave 2

2022 Release Wave 2

Early Access Features

Learn about what’s available today in Dynamics 365 2022 Release Wave 2.

CRMPlus365 Overview

CRMPlus365

CRMPlus365 Overview

Take a look at the easy-to-use interface of CRMPlus365.

Configure Your Initial Settings

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.

Personalization Settings

Personalization Settings

Learn how to make CRMPlus365 your own with some simple personalization settings.

Importing Leads

Importing Leads into CRMPlus365

Import lists from Excel or CSV file into CRMPlus365.

Using Quick Leads

Using Quick Leads

Enter new Prospects and Contacts in one easy step with Quick Leads.

Working with Web Leads

Web Leads

Easily manage web leads from your website with CRMPlus365.

Business Card Scanner

Using the Business Card Scanner

Scan business cards into CRMPlus365 on your laptop, tablet, or mobile device.

Bulk Edit

Using the Bulk Edit Feature

Check out how easy it can be to edit multiple records at the same time with CRMPlus365.

Merge Your Duplicates in CRMPlus365 Thumbnail

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

Record Set…a Hidden Gem

Learn how to quickly view and edit records in CRMPlus365 with the Record Set button.

Document Management

Managing Documents with CRMPlus365

Managing Documents

Attach documents to Customer Records, Contacts, Opportunities, and more with CRMPlus365.

Simple Documents

Simple Documents

Learn how we create and save a completed Master Service Agreement and Nondisclosure Agreement from our CRM using DocumentsCorePack.

Simple Documents with a Prompt

Simple Document with a Prompt

See how we generate a Credit Card Authorization Form for any amount directly from our CRM using DocumentsCorePack.

Simple Lists & Conditions

Simple Lists and Conditions

See how we quickly create our Managed Service Plan Agreement using DocumentsCorePack and CRMPlus365.

Table Lists & Text Blocks

Table Lists and Text Blocks

Find out how we generate a flexible Statement of Work for our Projects using DocumentsCorePack and CRMPlus365.

Price Quotations

Price Quotations

Watch us build a professional Price Quotation directly from CRMPlus365Ā using DocumentsCorePack.

How We Helped Customers

Our Process

In order to develop effective software solutions to meet your individual needs, we’ve developed a simple, five-stage process.

Design Phase

The Design Phase is the most important part of the entire process. This is where we map out system components and workflow processes to ensure your objectives will be met.

Multiple Business Process Flows

Business Process Flows

How to Handle Multiple Business Process Flows in CRMPlus365.

Telemarketing

Telemarketing

An easy-to-use Telemarketing Feature for CRMPlus365.

Managing Customer Issues

Managing Customer Issues

Learn how we helped one of our clients to keep better track of Customer Issues and Complaints within their CRM System.

Managing Territories

Managing Sales Territories

Learn how we manage sales territories in CRMPlus365.

Mapping Your Information

Intro to Maplytics

Intro to Maplytics

Learn how to empower your sales team with intelligent, easy to read maps from within their CRM.

Mapping Multiple Entities

Mapping Multiple Entities with Maplytics

View your Customers, Leads, and Vendors on a single color-coded map within CRM.

Mass Actions

Performing Mass Actions with Maplytics

Easily generate emails, tasks, and workflows directly from the mapped data in your CRM.