Video Library
Not Your Grandfather’s CRM: End-to-End Operations on Microsoft Power Platform | Ep. 1
If your CRM was built for a sales team β leads, contacts, opportunities β but your business runs on something more complex, this series is for you.
Building a Service Module Without Cases in Dynamics 365 | NYGC Ep. 2
The Dynamics 365 case module is powerful β but it isn’t always the right tool. For one of our printing industry clients, we needed something simpler, faster, and purpose-built for their team.
Multi-Department Service Approvals in Dynamics 365 | NYGC Ep. 3
When a customer service issue requires sign-off from QA, management, the president, accounting, and credit β you need more than a shared inbox. You need a process.
ISO 13485 Complaint Tracking in Power Apps | NYGC Ep. 4
When your industry requires ISO 13485 compliance, tracking customer complaints isn’t optional β and a generic CRM case module isn’t going to cut it. Here’s how we built a custom complaint tracking system for a biotech manufacturer that meets the standard and fits how their team actually works.
Automating Sample Fulfillment Across Sales and Operations | NYGC Ep. 5
Sending product samples sounds simple β until it involves sales, the mail room, and a list of items that changes by market. Here’s how we eliminated the back-and-forth with a structured fulfillment workflow built right into CRM.
Automating Multi-Stage Product Approvals in Dynamics 365 | NYGC Ep. 6
Adding a new product to your catalog involves more people than most companies track β operations, management, accounting, and whoever maintains your configurator. Here’s how we automated the entire handoff process so nothing falls through the cracks.
Customer Data Change Request Workflow in Dynamics 365 | NYGC Ep. 7
When your CRM is connected to your ERP system and your marketing engine, a wrong address or a missed name change isn’t just inconvenient β it’s a data integrity problem. Here’s how one of our larger clients manages every customer record change through a structured, trackable process.
Why Invoices Belong in Your CRM (Even If They Live in Your ERP) | NYGC Ep. 8
Invoices belong in your accounting system. But a copy of that data in your CRM? That’s a different conversation β and for this client, it solved a real problem.
Custom Order Management for Complex Multi-Department Workflows | NYGC Ep. 9
Standard order management wasn’t built for a company that does direct sales, distributor orders, web orders, and outsourced production β sometimes all at once. Here’s how we built a custom order process for a label and badge printing company that handles all of it.
How to Build Email-Based Approvals That Actually Work in Dynamics 365 | NYGC Ep. 10
When a business process passes through five or six people, email is usually how the baton gets handed off. Done wrong, those emails get buried. Done right, they move the process forward without friction. Here’s how we build approval emails that actually get acted on.
Introduction to the Learning Center
Training videos only help if people can find them. The Learning Center puts your CRM how-to content β videos, PDFs, Word docs, step-by-step guides β right inside your Dynamics 365 system, organized the way your team works.
Intro to System Issues
Ever wonder what P2 Automation is actually working on for you right now? System Issues gives you a live window into every open task, its current status, and where it is in our five-stage process β without logging into anything new. It’s already inside your CRM.
Introduction to P2 Tags
Marketing lists only work with certain record types. Custom fields clutter your forms. And neither one gives you the flexible, ad hoc segmentation that salespeople actually need. P2 Tags is a simpler answer.
Activity Center
You can find any individual email or phone call in Dynamics 365. But can you see every conversation with a customer β across orders, invoices, service tickets, and marketing emails β in a single list? That’s what Activity Center does.
Lead Qualifier: Replace the Default Lead Qualification Process in Dynamics 365
Microsoft’s built-in lead qualification process has frustrated CRM users for years. We finally got tired of working around it β so we replaced it.
How to Disqualify a Lead in Dynamics 365 β With Custom Reasons That Actually Help
Disqualifying a lead in Dynamics 365 takes three clicks and gives you five generic reasons. We gave it a custom button, a description field, and the ability to capture exactly why you lost β so that data actually means something later.
View Scheduler
Most CRM systems make you go looking for information. View Scheduler flips that model β it delivers the views that matter directly to your team’s inbox, on whatever schedule makes sense for your business.
Send Wizard
Creating an email in Dynamics 365 the standard way means opening a blank compose window and hoping you get the recipients, attachment, and message right every time. Send Wizard guides users through the process β step by step β so nothing gets missed and every communication is consistent.
Link Views
Step-by-step procedures. Internal reports. Power BI dashboards. Training documents. They’re all somewhere β but are they one click away from inside your CRM? With Link Views, they can be.
Automation Monitor
Automations break. A server goes down, the internet hiccups, someone enters something incorrectly β and suddenly the data sync your team depends on has been silently failing for hours. Automation Monitor was built so that never catches you off guard.
System Utilization
Most CRM systems tell you what’s in the data. System Utilization Monitor tells you what’s happening to it β who’s making changes, what they’re changing, and whether anyone is actually using the system at all.
Dynamics 365 Views Explained: What They Are and How They Work
If you’re new to Dynamics 365 β or you’ve been using it for years but never quite figured out how views actually work β this is the place to start. In the next two minutes, you’ll understand what views are, where they come from, and why they matter for how your team works every day.
How to Control View Display Settings in Dynamics 365
There’s more to a Dynamics 365 view than just what columns show up. In this video, you’ll learn how to control the display settings that affect how your list looks and behaves β including row count, column widths, and a few options most users never find on their own.
How to Add and Remove Columns in Dynamics 365 Views
The default columns in most Dynamics 365 views weren’t designed with your specific workflow in mind. In this video, you’ll learn how to add the fields you actually need and remove the ones cluttering your view β in about two minutes.
How to Sort Views in Dynamics 365 β Including Multi-Column Sorts
Sorting a view in Dynamics 365 takes one click β but there’s more to it than most people realize. In this video, you’ll learn how to sort a view by a single column and how to set up multi-column sorts when you need more control over the order your records appear in.
How to Filter Views in Dynamics 365 and Power Apps
If you’re spending time scrolling through records looking for what you need, this video is for you. In about two minutes, you’ll learn how to filter a view in Dynamics 365 so the right data is always in front of you.
How to Create Personal Views in Dynamics 365 and Power Apps
If you’re tired of scrolling through a list of records that doesn’t match how you actually work, this video is for you. In under two minutes, you’ll learn how to create a personal view in Dynamics 365 β filtered, sorted, and saved exactly the way you need it.
How to Hide Views in Dynamics 365 to Clean Up Your View Selector
Most Dynamics 365 environments have more views in the selector than anyone actually uses. In under two minutes, you’ll learn how to hide the views you don’t need so your team only sees the ones that matter.
How to Rearrange and Resize Columns in Dynamics 365 Views
Once you’ve got the right columns in your view, the next step is making them easy to read at a glance. In this short video, you’ll learn how to rearrange columns into the order that makes sense for your workflow and resize them so nothing important gets cut off.
How to Group and Total Data in Dynamics 365 Views
If you want to see your data organized by category β with totals β without leaving the view you’re already in, this video is for you. You’ll learn how to use the grouping and totaling features in Dynamics 365 Views to turn a flat list into something that actually tells you something.
Advanced Filters in Dynamics 365: Part 1 β Filter Data Across Two Entities
Standard view filters in Dynamics 365 are powerful β but they can only filter on the record you’re looking at. Advanced Filters let you go further: filter contacts based on data from their account, filter opportunities based on what the owner’s team is, and much more. In this first part, you’ll learn the concept and see your first cross-entity filter in action.
Advanced Filters in Dynamics 365: Part 2 β Filter Contacts by Account State
In Part 2 of the Advanced Filters series, we go deeper into cross-entity filtering with a real-world example: finding all contacts at accounts in a specific state. If you’re building targeted lists or regional views, this is exactly the kind of filter you need.
Advanced Filters in Dynamics 365: Part 3 β Filter Contacts Across Multiple States
In the final part of the Advanced Filters series, you’ll learn how to extend cross-entity filters to cover multiple values β like filtering contacts across several states at once. This is where Advanced Filters really start to earn their name.
P2 Tags (Episode 1) – Segment CRM Records Without Custom Fields or Marketing Lists
Marketing lists only work with certain record types. Custom fields clutter your forms. And neither one gives you the flexible, ad hoc segmentation that salespeople actually need. P2 Tags is a simpler answer.
P2 Tags (Episode 2) – How To Create a Tag in Dynamics 365 and Power Apps
Learn how easy it is to create a Tag in your Dynamics 365 or Power Apps system using our exclusive P2 Tags module.
P2 Tags (Episode 3) – How To Tag a Single Record in Dynamics 365 and Power Apps
Tagging a record in Dynamics 365 and Power Apps couldn’t be easier. Learn how!
P2 Tags (Episode 4) – How To Tag Multiple Records in Dynamics 365 and Power Apps
Tagging, Untagging, and Clearing Tags on many records at once in Dynamics 365 and Power Apps is just a few clicks away. Learn how!
P2 Tags (Episode 5) – How To View Tagged Records In Dynamics 365 and Power Apps
See how easy it is to view tagged records in Dynamics 365 and Power Apps with a simple filter.
Lead Qualifier: Replace the Default Lead Qualification Process in Dynamics 365
Microsoftβs built-in lead qualification process has frustrated CRM users for years. We finally got tired of working around it β so we replaced it.
How to Disqualify a Lead in Dynamics 365 β With Custom Reasons That Actually Help
Disqualifying a lead in Dynamics 365 takes three clicks and gives you five generic reasons. We gave it a custom button, a description field, and the ability to capture exactly why you lost β so that data actually means something later.
Lead Qualifier Example #1: Capturing Campaign Source on Qualification
When a lead qualifies in Microsoft Dynamics 365, the default process captures the basics β Account, Contact, Opportunity. But what if the information that matters most to your business doesn’t survive the qualification step?
Lead Qualifier Example #2: Syncing CRM Customers with SAP on Qualification
Qualifying a lead in CRM is only half the job. For businesses running SAP alongside Dynamics 365, the other half is making sure the new customer record lands in SAP at the right moment β without a separate manual step.
How to Handle Multiple Business Process Flows in Dynamics 365 and CRMPlus365
Dynamics 365 and CRMPlus365 can manage multiple sales processes for a given function. Sales, Service, Phone Calls, etc. But there’s another way…
Learn how to scan business cards into CRMPlus365 on your laptop, tablet, or mobile device.
Personalization Settings in Dynamics 365
Learn how to make Dynamics 365 your own with some simple personalization settings.
How to Create a Personal Dashboard in Dynamics 365
Find out how easy it can be to have all of your customer information presented to you on a single “pane of glass” with a Personal Dashboard in Dynamics 365.
How to Use the New Bulk Editor in Dynamics 365 and Power Apps
Edit several records at the same time in Dynamics 365 and Power Apps.
How to Link Files to Dynamics 365 and 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.
Sales Copilot Outlook App – How To Create a Contact in CRM from an Email
Find out how Sales Copilot pulls information from your Outlook Emails and creates new Contacts in your CRM with just a few clicks.
Sales Copilot Outlook App – How To Track, Summarize, and Reply to Emails
Learn how to track your emails into your CRM, quickly generate a response, and summarize entier email threads in a few brief sentences.
How to Manage a List of Disconnected Customer Portal Users in Dynamics 365
Learn how we designed a simple way for our client to keep track of Customer Contacts having access to a disconnected Customer Portal.
Productivity Hacks – Navigation Shortcuts in Dynamics 365
Learn how to view and return to a frequently visited item in Dynamics 365 and how to pin it for future use.
Productivity Hacks – Following A Record in Dynamics 365
Learn how to keep track of Accounts, Contacts, Opportunities, and other records with a simple click of a mouse.
A Better Way to Win an Opportunity in Dynamics 365 and Power Apps
Winning an Opportunity means different things to different businesses. Our toolset can be configured to match your specific process.
A Custom Search App For Dynamics 365 And Power Apps
Find a Customer by Customer ID, Company Name, Contact Name, Domain, Phone Number, Order No., Invoice No., P.O. No., etc. etc. etc.
DocumentsCorePack: Generate Legal Documents from Dynamics 365 with One Click
Generating a legal document from CRM data shouldn’t mean exporting to Word, finding the right template, and filling in fields by hand. DocumentsCorePack generates professional documents directly from Dynamics 365 records with a single click β pre-populated with the right data.
DocumentsCorePack: Using Prompts to Create Dynamic Documents from Dynamics 365
Sometimes a document needs user input before it can be generated β a custom note, a selected option, a date that isn’t stored in CRM. DocumentsCorePack Prompts solve this by presenting a short form at generation time so the user can fill in the dynamic pieces before the document is built.
How to Generate Legal Documents from Dynamics 365 Using DocumentsCorePack
Whether it’s an NDA, a service agreement, or a client contract, legal documents share a common problem: most of the data is already in your CRM, but getting it into the document is a manual process. This video shows how to use DocumentsCorePack to generate legal documents directly from Dynamics 365 records.
How to Generate a Statement of Work from Dynamics 365 Using DocumentsCorePack
A Statement of Work is one of the most time-consuming documents to produce β and most of the content already exists somewhere in your CRM. In this video, you’ll see how DocumentsCorePack assembles a Statement of Work directly from Dynamics 365 project or opportunity data.
DocumentsCorePack: Generate a Price Quotation from Dynamics 365 in One Click
Building a price quotation manually from CRM data is the kind of task that takes ten minutes and introduces three opportunities for error. In this video, you’ll see how DocumentsCorePack generates a complete, formatted price quotation from a Dynamics 365 opportunity record β in one click.
Undo2Restore – The Ultimate Undo Button for Dynamics 365
Dynamics 365 doesn’t have a native undo button β once a record is changed or deleted, recovering it usually means a support ticket or a database restore. Undo2Restore changes that. In this video, you’ll see how it captures a complete change history on every record so you can roll back any edit or recover any deleted record yourself.
Inogic Kanban Board: Manage Project Tasks by Status in Dynamics 365
Seeing all your project tasks across statuses β not just the ones for a single project β helps managers spot bottlenecks before they become problems. In this video, you’ll see how to use the Inogic Kanban Board to view and manage tasks across projects, organized by status column.
Inogic Kanban Board: Manage All Tasks for a Single Project in Dynamics 365
If you track project tasks in Dynamics 365, a flat list view only tells part of the story. The Inogic Kanban Board add-in lets you visualize all tasks for a single project as cards in a board β grouped by status, priority, or owner β so your team can see progress at a glance.
How to Set Up Email Senders in Dynamics 365
Before you can send an email campaign with Touchdown, you need to configure who the email comes from. In this video, you’ll learn how to set up an email sender in Touchdown β including the display name, reply-to address, and authentication settings β so your campaigns land in inboxes, not spam folders.
Configure Contacts, Leads, and Custom Entities for Email Marketing
Touchdown can send email to Contacts, Leads, or any custom entity you’ve built in Dynamics 365 β but you need to tell it where to look for email addresses and how to handle unsubscribes. In this video, you’ll learn how to configure each entity type so Touchdown can use it as an audience.
How to Set Up Audience Filters for Email Campaigns in Dynamics 365
Sending an email to your entire contact list isn’t always the right move. Touchdown Audience Filters let you target a specific segment β by industry, owner, region, or any CRM field β so each campaign reaches the right people. In this video, you’ll learn how to set up and apply filters before you send.
How to Create and Send Your First Email Campaign in Dynamics 365
If you’ve set up your sender, configured your entities, and built a template, you’re ready to send your first campaign with Touchdown. This video walks through creating a campaign from start to finish β selecting your audience, choosing your template, scheduling the send, and reviewing results.
How to Create and Style an Email Template in Dynamics 365
A good email template is the foundation of every campaign you’ll send with Touchdown. In this video, you’ll see how to build a branded email template from scratch β adding sections, styling text and colors, and inserting merge fields that pull in CRM data for each recipient.
Working with Content Blocks in Email Templates
Content Blocks in Touchdown let you save reusable sections β a branded footer, a standard header, a promotional banner β and drop them into any template without rebuilding them each time. In this video, you’ll learn how to create, manage, and use Content Blocks across your email templates.
How to Read Email Campaign Statistics in Dynamics 365
After a campaign goes out, Touchdown tracks what happens β opens, clicks, bounces, unsubscribes. But knowing where to find that data and what it means is a separate skill. In this video, you’ll learn how to read Touchdown’s campaign statistics and use them to understand how your audience engaged.
How to Send Bulk Emails in Dynamics 365 Using Quick Campaigns | Part 1
If your team needs to send the same email to a list of contacts or leads in Dynamics 365, Quick Campaigns are the fastest way to do it β no third-party tool required. In this video, you’ll see how to create and send a bulk email campaign from inside your CRM in just a few minutes.
How to Use Email Templates in Dynamics 365 Quick Campaigns | Part 2
Sending the same Quick Campaign message every time is fine β but if you want consistent, on-brand emails without retyping anything, email templates are the answer. In this video, you’ll see how to select and use a saved email template inside a Quick Campaign.
How to Create Your Own Email Templates in Microsoft Dynamics 365 Using Quick Campaigns | Part 3
The default email templates in Dynamics 365 are a starting point β but the real value comes from building your own. In this video, you’ll learn how to create a custom email template with merge fields so every Quick Campaign email feels personal even when you’re sending to hundreds of contacts.
Maplytics for Dynamics 365: Map Your Customers and Plan Territory Visits
If your team manages accounts across a territory, pulling up a list of addresses in Dynamics 365 tells you who to call β but not where to go. Maplytics puts your CRM data on a map so you can see your customers geographically and plan visit routes without leaving Dynamics 365.
Maplytics Mass Actions: Export, Reassign, and Create Activities from a Map
Seeing your CRM data on a map is useful. Acting on it without switching screens is even better. Maplytics Mass Actions let you select records directly on the map and run bulk operations β export to Excel, reassign to another owner, or create a follow-up activity β without going back to a list view.
Maplytics: Map Multiple CRM Entities on One Map in Dynamics 365
Sometimes you need to see more than one type of record on the same map β accounts and contacts, or open opportunities alongside current clients. Maplytics lets you layer multiple CRM entity types onto a single map view so you can see the full picture at once.