Microsoft Dynamics 365
Leading with Leads
Learn a handful of quick methods to add new leads into Dynamics 365 for Sales.
Accounts - Contacts - Opportunities
Overview of the variety of record types in Dynamics 365 that are most critical to the Sales process.
Working Your Opportunities
Doing what Salespeople do best! Put Dynamics 365 to work for you as you nurture your open sales opportunities.
Dynamics 365 for Phones
Salespeople on the go! Learn how to stay productive and on-top of the sales process as you hit the road.
Dynamics 365 App for Outlook
Use Dynamics 365 without ever leaving your favorite email client. We'll look at the Dynamics 365 App for Outlook on the desktop, web, and mobile.
Standardize what your sales organization is sharing with customers and prospects. Build custom sales literature and marketing materials into Dynamics 365 processes.
Creating Useful Dashboards in Dynamics 365
View important data at-a-glance. We’ll cover the creation of personalized and system-wide dashboards with Dynamics 365 data.
Creating Quotes in Dynamics 365
Your leads are qualified... You've worked your opportunities... The client is ready for a quote! Explore the quoting tools in Dynamics 365.
Marketing Lists in Dynamics 365
Create static and dynamically updated marketing lists in Dynamics 365. Export these lists to 3rd party marketing tools, or create basic campaigns inside of Dynamics 365.
Using Power Automate with D365
Learn what the Power Automate button in D365 is all about and how you to use it instead of workflow in D365.
Dynamics 365 - Import from Excel
We will cover the basics on using Excel to import new data into Dynamics 365, or use spreadsheets to complete bulk record entries and edits.
5 Reasons You Need E-Commerce Built for Microsoft Dynamics
Sana Commerce has identified 5 key problem areas from which most e-commerce clients’ frustration stems: a slow time-to-market, little flexibility to scale, the inefficiency of manual upgrades, unexpected costs (TCO), and challenges with architecture and R&D investment.
Modifying Windows and Building your own D365 App
Get started with the Power Platform and modify certain windows in Microsoft Dynamics 365 for Sales. Learn how to create your own app in D365 with only the entries you want your users to see.
Microsoft Teams and Dynamics 365
During lockdown you fell in love with Microsoft Teams. Did you know the CRM software you already love can be embedded within Teams?
Customer Service in Dynamics 365
Learn to track customer interactions using cases and share information using knowledge bases.
Document Management in Microsoft Dynamics 365
Learn how to store documents in SharePoint and search the documents in Dynamics 365.
Become a More Organized Salesperson
Learn how to use Dynamics 365 for CRM to track activities, work with views, and perform tasks associated with leads.
Surface Relevant Information in CRM
View data from different system including SmartConnect and Popdock in Dynamics 365.
Using CRM to Manage Account Receivables
Manage Account Receivables using Dynamics 365. Send collection letters and see open Account Receivables from GP in Microsoft Dynamics 365 for CRM.
Using CRM to Manage Accounts Payable
Manage Accounts Payable using Microsoft Dynamics 365. Manage and track communication with vendors in CRM.