Dynamics 365 Sales & Customer Service
Explore our library of content for Microsoft Dynamics 365 Sales, Dynamics 365 Field Service and Dynamics 365 Customer Service.
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26:03Watch VideoCustomer Engagement Release Wave 1 Launch Event 2025
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29:39Watch Video3 Ways to Improve Project Delivery in 2025
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36:48Watch VideoLaunch Event: CE 2024 Release Wave 2
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Read ArticleHow to Prepare for and Benefit from Microsoft Dynamics Release Waves
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38:14Watch VideoHow to Master Sales Pipeline Forecasting on Dynamics 365
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Read ArticleUnderstanding CRM and Dynamics 365 Sales: Key Terms and Features
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Read ArticleHow to Assess Your ERP Investment: A Guide to Our ROI Calculator
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22:33Watch VideoCRM Horror Stories: A Dynamics 365 CE Cautionary Tale of Customization & Poor Partnership
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41:17Watch VideoUpgrade Strategies for Dynamics CRM to Dynamics 365
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Read FlipbookCustomer Success Story: Utility Pipeline
Explore our Utility Pipeline case study
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52:37Watch VideoDynamics 365 Customer Service Overview and Out-of-the-Box Features
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Read ArticleEmpower End-Users, Customers and Vendors with Self-Service Reporting
Discover the transformative power of connecting your ERP platform to Microsoft Power BI and Dynamics 365 CE for seamless self-service reporting. Elevate customer service by providing quick access to f
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0:50Watch VideoHow does Field Service Connect with Sales & Customer Service
Discover the power of seamless data integration in our latest video. Learn how to connect your customer service and sales applications, ensuring that all your data resides on the same table. With our
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5:52Watch VideoAnalyzing Business Process Stages in Dynamics 365: Capturing Duration and Driving Insights
In this video, we explore the challenge of analyzing business processes within customer engagement applications, such as sales, customer service, or field service. We focus on business process flows (
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5:25Watch VideoPowering Data Analysis: Power BI Integration with Dynamics 365 Customer Engagement Apps
Discover how Power BI can revolutionize data analysis in model-driven customer engagement apps such as sales, customer service, and field service. In this video, we explore various alternatives for in
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9:02Watch VideoCompare File Storage Options in Dynamics 365
Learn how to effectively attach files and manage documents in the customer engagement app with these three options. In this video, we explore the process of creating notes and attaching files, using S
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4:15Watch VideoStreamlining your workflow with email engagement and Bing maps in Dynamics 365
In this video, we will explore how to enable email engagement in the sales insight settings. This feature is a toggle for administrators that allows users to create a record from the timeline in a sep
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4:03Watch VideoStreamline Your Product Management with Enhanced Features in Dynamics 365
In this video, we explore the product menu settings available to administrators in the application. The first setting discussed is the enhanced experience for adding products to opportunities, quotes,
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3:48Watch VideoMaster Advanced Find with the Modern Interface in Dynamics 365
In this video, we explore the modern advanced find feature in the application, which replaces the legacy advanced find. The legacy advanced find is accessed through a funnel icon in the application, w
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1:17Watch VideoNever Miss a Beat with Insight Cards in Dynamics 365
In this video, the speaker discusses two features in Microsoft Dynamics 365: Insight Cards and Modern Advanced Find. Insight Cards provide reminders for users and can be easily turned on and off. M
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