CRM𝘗𝘭𝘶𝘴³⁶⁵, Managed Services, Microsoft Dynamics 365 Why do a Managed Service Plan? Free Stuff! Why do a Managed Service Plan? Free Stuff! There’s no such thing as a free lunch. But if I’m buying lunch anyway you might as Read more
CRM𝘗𝘭𝘶𝘴³⁶⁵, Managed Services, Microsoft Dynamics 365 Why do a Managed Service Plan? Data Sync/Workflow Monitoring Why do a Managed Service Plan? Data Sync / Workflow Monitoring Are your Flows running? How about your data syncs from ERP to CRM? Find Read more
CRM𝘗𝘭𝘶𝘴³⁶⁵, Managed Services, Microsoft Dynamics 365 Why do a Managed Service Plan? System Utilization Why do a Managed Service Plan? System Utilization Have you ever wondered who’s actually using your Dynamics 365 CRM system? Our System Utilization tools might Read more
Microsoft Dynamics 365, Touchdown How to Create an Email Template in Touchdown How to Create an Email Template in Touchdown Learn how to build custom email templates in Touchdown for Dynamics 365 and Power Apps. Transcript This Read more
CRM𝘗𝘭𝘶𝘴³⁶⁵, Managed Services, Microsoft Dynamics 365 Why do a Managed Service Plan? Learning Center Why do a Managed Service Plan with P2 Automation? Learning Center Our Managed Service Plans for Dynamics 365 and Power Apps include access to our Read more
Microsoft Dynamics 365 Undo2Restore – The Ultimate Undo Button for Dynamics 365 Undo2Restore – The Ultimate Undo Button for Dynamics 365 We all make mistakes. Fixing those mistakes in Dynamics 365 is not easy…until now. Learn how Read more
Microsoft Dynamics 365, Touchdown How to Send Your First Email in Touchdown How to Send Your First Email in Touchdown Learn how easy it is to Send an Email from within your CRM System using Touchdown. Transcript Read more
Microsoft Dynamics 365, Touchdown How to Target Your Audience with Filters in Touchdown How to Target Your Audience with Filters in Touchdown Touchdown Filters are like Marketing Lists on Steroids. Easy to use, and they work with Power Read more
Microsoft Dynamics 365, Touchdown How to Configure Leads, Contacts, and Custom Entities in Touchdown How to Configure Leads, Contacts, and Custom Entities in Touchdown You can set up email campaigns in your CRM to Leads, Contacts, or any Custom Read more
Microsoft Dynamics 365, Touchdown How to Set Up Senders in Touchdown How to Set Up Senders in Touchdown Learn how to set up sending email addresses in Touchdown Marketing Suite. Transcript This is Steve Pestillo from Read more