Introduction to Microsoft Marketing
Welcome to Total CRM Bites. This session we cover: Introduction to Microsoft Marketing, Segments, Marketing Emails, Events and Customer Journey.
Welcome to Total CRM Bites. This session we cover: Introduction to Microsoft Marketing, Segments, Marketing Emails, Events and Customer Journey.
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 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.
Welcome to Total CRM Bites. This session we cover: Introduction to Model-Driven Power Apps, Creating a new App, Designing an App & Configuring Security.
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.
Welcome to Total CRM Bites. This session we cover the 2021 Wave 1 release, including: Updates to relevance search, New record merging experience, Mobile App update, In App notifications for users, Upgraded marketing email editor & Send marketing emails to leads and opportunities.
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).
Welcome to Total CRM Bites. This session we cover interesting features to enhance your productivity with Dynamics 365 like: New Relevance Search Experience, Check User Access – Security Update, Contact and Activity Suggestions & New email templates – inserting pictures.
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.
Welcome to Total CRM Bites. This session, we cover the Wave 2 release, looking into some of the navigation changes and view filtering. The key topics being: Breadcrumbs have been removed, Dynamics back button has been updated, Switching apps, Customising apps more easily, Local views remembering filters, Advanced filtering on views & Increment through records of a view.