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
Microsoft Dynamics 365
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 – 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
Early Access Features
Dynamics 365 – 2022 Release Wave 2 – Early Access Features Learn about what’s available today in Dynamics 365 2022 Release Wave 2. Transcript This
Mapping Multiple Entities with Maplytics
Mapping Multiple Entities with Maplytics View your Customers, Leads, and Vendors on a single color-coded map within CRM. Transcript This is Steve Pestillo from P2
Performing Mass Actions with Maplytics
Performing Mass Actions with Maplytics Easily generate emails, tasks, and workflows directly from the mapped data in your CRM. Transcript This is Steve Pestillo from
Intro to Maplytics
Intro to Maplytics Learn how to empower your sales team with intelligent, easy to read maps from within their CRM. Transcript This is Steve Pestillo
Generate a Price Quotation from your CRM
Generate a Price Quotation from your CRM Watch us build a professional Price Quotation directly from CRMPlus365/Dynamics 365 using DocumentsCorePack. Transcript This is Steve Pestillo