The Top 3 Microsoft Dynamics 365 Office Integrations You Should be Using in 2018
Mariam shows you the three Microsoft Dynamics 365 Office integrations and some important tips and tricks for each you should be using to boost your CRM savvy in 2018!
How to Reopen an Activity in Microsoft Dynamics 365 for Sales 2017
Once you’ve completed an activity in Dynamics 365, there is no out-of-the-box way to reopen or edit that activity. QuantaCRM has built a Wall of Value add-on to solve this problem. Mariam shows you how it works!
How to Set Up a Security Role in Microsoft Dynamics 365 CRM 2017
Nobody wants to lose their data, and security roles can reduce that risk. Learn the 3-step process for how to set up custom security roles and keep your records safe and sound!
Find your Flow with Microsoft Dynamics 365 CRM
New “Flow” Tool Automates CRM Tasks to Save You Time I think we all agree that computers increase productivity, but that doing repetitive tasks on computers is a drag. Not only do repetitive tasks slow productivity to a crawl, they also put our brains nearly to...