Dynamics 365 Video Library

Learn about the Dynamics 365 components, out-of-the-box
modules, and customer-specific features

Dynamics 365 2022 Release Wave 2

Early Access Features

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

Dynamics 365 Overview

Configure Your Initial Settings

Dynamics 365 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

Learn how to make Dynamics 365 your own with some simple personalization settings.

Web Leads

Easily manage web leads from your website with Dynamics 365.

Using the Bulk Edit Feature

Check out how easy it can be to edit multiple records at the same time with Dynamics 365.

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 Dynamics 365.

Record Set…a Hidden Gem

Learn how to quickly view and edit records in Dynamics 365 with the Record Set button.

Document Management

Managing Documents

Attach documents to Customer Records, Contacts, Opportunities, and more with Dynamics 365.

Simple Documents

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

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 and Conditions

See how we quickly create our Managed Service Plan Agreement using DocumentsCorePack and Dynamics 365.

Table Lists and Text Blocks

Find out how we generate a flexible Statement of Work for our Projects using DocumentsCorePack and Dynamics 365.

Price Quotations

Watch us build a professional Price Quotation directly from Dynamics 365 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.

Business Process Flows

How to Handle Multiple Business Process Flows in Dynamics 365.

Telemarketing

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

Managing Customer Issues

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

Sales Territories

Learn how we manage sales territories in Microsoft Dynamics 365.

Mapping Your Information

Intro to Maplytics

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

Mapping Multiple Entities

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

Performing Mass Actions with Maplytics

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