Dynamics 365 App for Outlook
Welcome to Total CRM Bites. This session we cover: Configuring Dynamics 365 App for Outlook, How to sync records from Outlook to Dynamics & Tips & Tricks to improve user experience
Microsoft Stream & Custom Help Pages
Welcome to Total CRM Bites. This month we run through how you can use custom help pages and Microsoft Stream to assist your users with their CRM use and supplement their training. This can help with correct use of the system, ensure data is entered correctly and reduce support calls.
How to create a Model-Driven Power App
Welcome to Total CRM Bites. This session we cover: Introduction to Model-Driven Power Apps, Creating a new App, Designing an App & Configuring Security.
Underused features in Dynamics 365
Welcome to Total CRM Bites. This session we cover underused features such as: Interactive Dashboards, Bulk track emails in Outlook, Quick close Phone Calls, Contact Hierarchy & Export to PDF.
PCF Gallery
Welcome to Total CRM Bites. This session we cover add-ins available from the PCF Gallery that add functionality to Dynamics 365 such as: PCF Gallery, Dependent Option Set, N:N Dropdown, Address Finder, Mention Users & Power Kanban (Kanban view).
Document and Email templates in Microsoft Dynamics
Welcome to Total CRM Bites. This session, we cover document and email templates and how they can help streamline your business. With the templates being: Word Templates, Excel Templates, Email Templates & Email Signatures.
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.