Fun with Canvas Apps (Part 4) – KanBan Boards
Fun with Canvas Apps (Part 4) – KanBan Boards A KanBan Board will paint a clear picture of your Business Process for Sales, Service, Project
Microsoft Dynamics 365
Fun with Canvas Apps (Part 3) – Side Panel Windows
Fun with Canvas Apps (Part 3) – Side Panel Windows Use a Dialog-Style Window in the Side Panel to collect information from end-users in Dynamics
Fun with Canvas Apps (Part 2) – Collecting Data with Gallery Views
Fun with Canvas Apps (Part 2) – Collecting Data with Gallery Views Use a Gallery View to Enter or Modify Data in Dynamics 365 and
Fun with Canvas Apps (Part 1) – Gallery Views
Fun with Canvas Apps (Part 1) – Gallery Views Use a Simple Gallery View to Monitor System Jobs and Data Synchronizations in Dynamics 365 and
Managing Territories in CRMPlus365
Managing Territories in CRMPlus365 Learn how we manage sales territories in Microsoft Dynamics 365 and CRMPlus365. Transcript We recently had a client reach out to
Pipeline View – Part 3
Pipeline View – Part 3 View Your Opportunities Graphically with the New Deal Tracker and Sales Funnel. Transcript This is Steve Pestillo from P2 Automation.
Pipeline View – Part 2
Pipeline View – Part 2 Edit Your Opportunites Easily with the Pipeline View Editable Grid and Side-Panel. Transcript This is Steve Pestillo from P2 Automation.
Pipeline View – Part 1
Pipeline View – Part 1 Show Revenue Totals and Record Counts on your Opportunity Views. Transcript This is Steve Pestillo from P2 Automation. In this
Telemarketing
Telemarketing An easy-to-use Telemarketing Feature for CRMPlus365 or Dynamics 365. Transcript This is Steve Pestillo from P2 Automation. In this video, I’m going to show
Creating a Personal Dashboard
Creating a Personal Dashboard Find out how easy it can be to have all of your customer information presented to you on a single “pane