Mapping Multiple Entities with Maplytics
Mapping Multiple Entities with Maplytics View your Customers, Leads, and Vendors on a single color-coded map within CRM. Transcript This is Steve Pestillo from P2
Microsoft Dynamics 365
Performing Mass Actions with Maplytics
Performing Mass Actions with Maplytics Easily generate emails, tasks, and workflows directly from the mapped data in your CRM. Transcript This is Steve Pestillo from
Intro to Maplytics
Intro to Maplytics Learn how to empower your sales team with intelligent, easy to read maps from within their CRM. Transcript This is Steve Pestillo
Generate a Price Quotation from your CRM
Generate a Price Quotation from your CRM Watch us build a professional Price Quotation directly from CRMPlus365/Dynamics 365 using DocumentsCorePack. Transcript This is Steve Pestillo
Build a Statement of Work from CRM
Build a Statement of Work from CRM Find out how we generate a flexible Statement of Work for our Projects using DocumentsCorePack and CRMPlus365/Dynamics 365.
Create Flexible Legal Documents from your CRM
Create Flexible Legal Documents from your CRM See how we quickly create our Managed Service Plan Agreement using DocumentsCorePack and CRMPlus365/Dynamics 365. Transcript This is
Generate Documents with Flexible Prompts from your CRM
Generate Documents with Flexible Prompts from your CRM See how we generate a Credit Card Authorization Form for any amount directly from our CRM using
Generate Simple Documents with your CRM
Generate Simple Documents with your CRM Learn how we create and save a completed Master Service Agreement and Nondisclosure Agreement from our CRM using DocumentsCorePack.
Save Money By Using CRMPlus365 Then Move to Dynamics 365 Later
Save Money By Using CRMPlus365 Then Move to Dynamics 365 Later Very often, you donāt know what you need until you start using a system.
Microsoft Dynamics CRM: A Love-Hate Relationship
Microsoft Dynamics CRM: A Love-Hate Relationship In 2006, I was certified as a Microsoft Dynamics 3.0 consultant. I remember it as if it were yesterday.