Fun with Canvas Apps (Part 1) β Gallery Views
Fun with Canvas Apps (Part 1) – Gallery Views Use a Simple Gallery View to Monitor System Jobs and Data Synchronizations in Dynamics 365 and
Microsoft Dynamics 365
Managing Territories in CRMPlus365
Managing Territories in CRMPlus365 Learn how we manage sales territories in Microsoft Dynamics 365 and CRMPlus365. Transcript We recently had a client reach out to
Pipeline View β Part 3
Pipeline View β Part 3 View Your Opportunities Graphically with the New Deal Tracker and Sales Funnel. Transcript This is Steve Pestillo from P2 Automation.
Pipeline View β Part 2
Pipeline View β Part 2 Edit Your Opportunites Easily with the Pipeline View Editable Grid and Side-Panel. Transcript This is Steve Pestillo from P2 Automation.
Pipeline View β Part 1
Pipeline View – Part 1 Show Revenue Totals and Record Counts on your Opportunity Views. Transcript This is Steve Pestillo from P2 Automation. In this
Telemarketing
Telemarketing An easy-to-use Telemarketing Feature for CRMPlus365 or Dynamics 365. Transcript This is Steve Pestillo from P2 Automation. In this video, I’m going to show
Creating a Personal Dashboard
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
2023 Release Wave 1 Early Access Features β Focused View
2023 Release Wave 1 Early Access Features – Focused View Navigate your Dynamics 365 system easily with Focused View. Transcript This is Steve Pestillo from
Introduction to the Learning Center
Introduction to the Learning Center Our exclusive Learning Center will provide your team with a consistent way to perform tasks within your specific CRM system.
Managing Customer Issues
Managing Customer Issues Learn how we helped one of our clients to keep better track of Customer Issues and Complaints within their CRM System. Transcript