Dynamics 365 2023 Release Wave 1
Focused View
Learn how to navigate your Accounts, Contacts, and Opportunities faster than ever!
Pipeline View – Part 1
Show Revenue Totals and Record Counts on your Opportunity Views.
Pipeline View – Part 2
Edit Your Opportunites Easily with the Pipeline View Editable Grid and Side-Panel.
Pipeline View – Part 3
View Your Opportunities Graphically with the New Deal Tracker and Sales Funnel.
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.
Creating a Personal Dashboard
Find out how easy it can be to have all of your customer information presented to you on a single “pane of glass” within Dynamics 365.
Working with Views
General Overview of Views
View your Accounts, Contacts, and Opportunities in List format within Dynamics 365 and Power Apps.
View Display Settings
Change your Default View, rearrange your Personal/Global View, and hide unnecessary Views in Dynamics 365 and Power Apps.
Add & Remove Columns
Learn how to add and remove columns in Global and Personal Views in Dynamics 365 and Power Apps.
Sorting your List Views
Learn how to sort your Views in Dynamics 365 alphabetically, numerically, and chronologically, and how easy it is to set up multi-column sorts.
Filtering Data within a View
See how easy it is to filter the data in your Dynamics 365 views using column filters as well as advanced filters.
Create a Personal View
Find out how to save your settings as Personal Views in Dynamics 365 so you can use save views for future use.
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.
Managing 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 with Maplytics
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.