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

CRMPlus365 Overview

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.

Managing Documents

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.

Web Leads

Easily manage web leads from your website with CRMPlus365 and Dynamics 365.

Personalization Settings

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.

Sales Territories

Learn how we manage sales territories in Microsoft Dynamics 365 and CRMPlus365.

Telemarketing

An easy-to-use Telemarketing Feature for CRMPlus365 or Dynamics 365.