P2 Tags – Introduction to P2 Tags
Streamlining Record Management with P2 Tags: A New Approach Over the years, I’ve been asked numerous times, “Is there a way to tag certain records?”
Microsoft Dynamics 365
Following A Record in Dynamics 365
Productivity Hacks – Following A Record in Dynamics 365 Learn how to keep track of Accounts, Contacts, Opportunities, and other records with a simple click
Navigation Shortcuts in Dynamics 365
Productivity Hacks – Navigation Shortcuts in Dynamics 365 Learn how to view and return to a frequently visited item in Dynamics 365 and how to
How to Hide Your Views in Dynamics 365 and Power Apps
How to Hide Your Views in Dynamics 365 and Power Apps We recommend having 3 to 6 Views for every Entity in Dynamics 365 and
Introduction to Reporting Groups in Dynamics 365 and Power Apps
Intro to Reporting Groups in Dynamics 365 and Power Apps Learn how our clients use Reporting Groups to see what their team members see on
Updating Project Tasks for a Single Project with the Kanban Board by Inogic
Updating Project Tasks for a Single Project with the Kanban Board by Inogic See how easy it is to manage Project Tasks from within a
Managing Project Tasks with the Kanban Board by Inogic
Managing Project Tasks with the Kanban Board by Inogic Learn how to assign project tasks to your team and update the status with a simple
P2 System Issues – Intro to System Issues
P2 System Issues – Intro to System Issues Find out how we keep our clients updated with Service Tickets and Project Tasks…right from within their
P2 System Issues – How to Create a New System Issue in CRM
P2 System Issues – How to Create a New System Issue in CRM Learn how to submit a Support Ticket or Task from within Your
If Our Software Is 99.9% Accurate, It Will 100% Not Work
If Our Software Is 99.9% Accurate, It Will 100% Not Work Learn how a sophisticated Sales Commission Module was brought to it’s knees because of