Introduction to Microsoft Marketing
Welcome to Total CRM Bites. This session we cover: Introduction to Microsoft Marketing, Segments, Marketing Emails, Events and Customer Journey.
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.
Navigating the Digital Transformation Journey
In today’s digital economy, clients are continuing to set the bar higher and higher in terms of what they expect from the brands with which they interact.
5 Reasons to Consider a New Approach to CRM
A poor approach to CRM can be very damaging to your reputation and your relationship with customers. Here are five key reasons to make CRM a priority for your business. And a couple of them may surprise you.
Building Relationships in Today’s Business Environment
Building relationships is essential in today’s business environment, but we can fall short when tasked with maintaining so many complex interactions at the same time.