P2 System Issues β Intro to System Issues Microsoft Dynamics 365 | System Issues Find out how we keep our clients updated with Service Tickets and Project Tasksβ¦right from within their own CRM System. February 15, 2024 Read more
P2 System Issues β How to Create a New System Issue in CRM Microsoft Dynamics 365 | System Issues Learn how to submit a Support Ticket or Task from within Your CRM System. February 8, 2024 Read more
If Our Software Is 99.9% Accurate, It Will 100% Not Work Business Process | Microsoft Dynamics 365 Learn how a sophisticated Sales Commission Module was brought to it's knees because of one field. January 31, 2024 Read more
Manage Disconnected Portal Users Business Process | Microsoft Dynamics 365 A simple way to track Customer Contacts with access to a disconnected Customer Portal. January 17, 2024 Read more
Managing Email Opt-Outs with Dataversifier Dataversifier | Microsoft Dynamics 365 Keep your email opt-outs up to date in Dynamics 365 using our exclusive Dataversifier App. November 15, 2023 Read more
Dataversifier β Using the Trade Show Dashboard in Dynamics 365 Dataversifier | Microsoft Dynamics 365 Learn how we connected Trade Show attendees to the appropriate salesperson using an extension of our Dataversifier solution. November 6, 2023 Read more
Importing Leads into CRM using the Dataversifier Dataversifier | Microsoft Dynamics 365 Learn how to import Leads, match existing records, and assign each to a Marketing List with one simple process using Dataversifier. October 30, 2023 Read more
How to Link Files to Dynamics 365 and Power Apps Microsoft Dynamics 365 | Microsoft Power Apps From Free, to Customized, to Purchased Add-On, we'll show you 3 ways you can connect files and folders to records in Dynamics 365 and Power Apps without blowing up your Dataverse Storage Capacity. October 23, 2023 Read more
How to Keep Track of Your Email Campaigns in Touchdown Microsoft Dynamics 365 | Touchdown Sending emails with the Touchdown Marketing Suite is only part of the story. Learn how easy it is to see how well each email campaign is working. October 3, 2023 Read more
How to Add, Move, Delete, and Format Content Blocks with Touchdown Microsoft Dynamics 365 | Touchdown It's easy to add, move, delete, and format Content Blocks in Touchdown for Dynamics 365 and Power Apps! September 21, 2023 Read more