Microsoft Dynamics 365

Pipeline View – Part 1 Show Revenue Totals and Record Counts on your Opportunity Views. Transcript This is Steve Pestillo from P2 Automation. In this

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 – Focused View Navigate your Dynamics 365 system easily with Focused View. Transcript This is Steve Pestillo from

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

Creating Personal Views in Dynamics 365 Find out how to save your settings as Personal Views in Dynamics 365 so you can use save views

Filtering Your Dynamics 365 Views See how easy it is to filter the data in your Dynamics 365 views using column filters as well as

Sorting Your Dynamics 365 Views Learn how to sort your Views in Dynamics 365 alphabetically, numerically, and chronologically, and how easy it is to set

Add & Remove Columns in Dynamics 365 Views Learn how to add and remove columns in Global and Personal Views in Dynamics 365 and Power