Category: CRM



In this video tip Joel Lindstrom demonstrates how navigational swiping differences between the Dynamics 365 tablet and phone apps may frustrate users. https://www.youtube.com/watch?v=phfjDcJM7ME



In this video we finish off our look at Relationship insights with the Email Engagement piece. We look at what is needed to make the functionality work in Dynamics 365, as well as create a tracked email with tracked attachment https://www.youtube.com/watch?v=T-wNL6C7_aM



In this video we look at the Dynamics 365's new Relationship Insights feature. We walk you through how to setup and configure several of the feature, including the Relationship Assistant, and the Auto Capture feature. https://www.youtube.com/watch?v=Cp3Wlla5j9c