Did You Know? – Best of Season 1
Get fast CRM facts from Peter for web-to-lead, business process flows, Microsoft Flow, field auditing, and team cases with the best of our Did You Know? season 1!
Better Alert your Sales Team of Credit Holds in Dynamics 365 for Sales CRM
When accounting puts a credit hold on a customer, you want your sales team to know! Mariam shows you how the Credit Hold Alerts add-on frontloads that info in every Dynamics 365 CRM record!
How to Set Up OneNote Integration with Dynamics 365 for Sales CRM
With OneNote integration, your users can connect images, videos, and audio clips to your CRM records! Ibrar shows you how to set up OneNote integration with Microsoft Dynamics 365 for Sales.
How to Restrict Records by Business Unit in Dynamics 365 for Sales CRM
Ibrar shows you how to restrict records by business unit in Dynamics 365 to control access without needing to micromanage individual user settings!
The Best of Brian in the Field Season 1 – A CRM Parody Short Collection
Welcome to Brian in the Field, the CRM parody that sees Brian bringing you an existential look at life with–and without–CRM from fabulous locations across the universe!