P2 System Issues – Intro to System Issues
P2 System Issues – Intro to System Issues Find out how we keep our clients updated with Service Tickets and Project Tasks…right from within their
Microsoft Dynamics 365
P2 System Issues – How to Create a New System Issue in CRM
P2 System Issues – How to Create a New System Issue in CRM Learn how to submit a Support Ticket or Task from within Your
If Our Software Is 99.9% Accurate, It Will 100% Not Work
If Our Software Is 99.9% Accurate, It Will 100% Not Work Learn how a sophisticated Sales Commission Module was brought to it’s knees because of
Manage Disconnected Portal Users
Manage Disconnected Portal Users A simple way to track Customer Contacts with access to a disconnected Customer Portal. Transcript This is Steve Pestillo from P2
Managing Email Opt-Outs with Dataversifier
Managing Email Opt-Outs with Dataversifier Keep your email opt-outs up to date in Dynamics 365 using our exclusive Dataversifier App. Transcript In this video, I
Dataversifier – Using the Trade Show Dashboard in Dynamics 365
Dataversifier – Using the Trade Show Dashboard in Dynamics 365 Learn how we connected Trade Show attendees to the appropriate salesperson using an extension of
Importing Leads into CRM using the Dataversifier
Importing Leads into CRM using the Dataversifier Learn how to import leads, match existing records, and assign each to a Marketing List with one simple
How to Link Files to Dynamics 365 and Power Apps
How to Link Files to Dynamics 365 and Power Apps From Free, to Customized, to Purchased Add-On, we’ll show you 3 ways you can connect
How to Keep Track of Your Email Campaigns in Touchdown
How to Keep Track of Your Email Campaigns in Touchdown Sending emails with the Touchdown Marketing Suite is only part of the story. Learn how
How to Add, Move, Delete, and Format Content Blocks with Touchdown
How to Add, Move, Delete, and Format Content Blocks with Touchdown It’s easy to add, move, delete, and format Content Blocks in Touchdown for Dynamics