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
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.
Dynamics 365 integrates natively with Outlook, so if you’re using Office 365 and looking at options for CRM, you’ll find Dynamics 365 is a very easy way to get up and running.