Underused features in Dynamics 365 – Total CRM Bites
Welcome to Total CRM Bites. This session we cover: Interactive Dashboards, Bulk track emails in Outlook, Quick close Phone Calls, Contact Hierarchy & Export to PDF...
Microsoft Dynamics 2021 Wave 1 Release – Total CRM Bites
Welcome to Total CRM Bites. This session we cover: Updates to relevance search,
New record merging experience,
Mobile App update,
In App notifications for users,
Upgraded marketing email editor and
Sending marketing emails to leads & opportunities....
PCF Gallery – Total CRM Bites
Welcome to Total CRM Bites. This session we cover: PCF Gallery, Dependent Option Set, N:N Dropdown, Address Finder, Mention Users &
Power Kanban (Kanban view)...
Dynamics 365 December Updates – Total CRM Bites
Welcome to Total CRM Bites. This session we cover: New Relevance Search Experience, Check User Access - Security Update, Contact and Activity Suggestions, New email templates - inserting pictures...
Document and Email templates in Microsoft Dynamics – Total CRM Bites
Welcome to Total CRM Bites.
This session, we cover document and email templates and how they can help streamline your business....
Microsoft Dynamics Wave 2 Navigation Changes – Total CRM Bites
Welcome to Total CRM Bites.
This session, we cover the Wave 2 release, looking into some of the navigation changes and view filtering....
Voice of the Customer – Getting Started
Voice of the Customer allows you to create surveys right within the Dynamics environment....
Importing Data from Excel into Dynamics
Importing data from Excel can be very easy, depending on one thing – clean data....
Getting started with Dynamics 365 Customer Engagement
How I began finding my way around Microsoft Dynamics 365 and give you a head start in a successful implementation....