Youtube - Dynamics 365 Sales

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

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

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,

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

In this video, we discuss the integration of Microsoft Teams with Dynamics 365 customer engagement. With this integration, users can work from within a record in Dynamics 365 or from the Teams perspec

Watch this highlight reel of the latest features, including a closer look at Microsoft Viva Sales and AI-powered content ideas across Dynamics 365. Check out new capabilities for Dynamics 365 and P

Reduce the time spent assigning leads in Microsoft Dynamics 365 Sales by utilizing rules and conditions to route leads and opportunities to an individual user or team. Contact us for a personalized de

Get to know Microsoft Dynamics 365 Sales’ modern Advanced Find functionality. See how it compares to the legacy advanced find and how users can create personal queries. Our Senior CRM consultant will

Watch this short video to learn how your organization can benefit from Western Computer's Dynamics 365 Sales Start Up Implementation. Contact us for a personalized demo: https://bit.ly/32ChDNg. CA

Watch this short video to learn about searching using Quick Find View in Dynamics 365 for Sales from the experts at Western Computer. Contact us for a personalized demo: https://bit.ly/32ChDNg. CAL

Watch this short video to learn about searching using Lookup in Dynamics 365 for Sales from the experts at Western Computer. Contact us for a personalized demo: https://bit.ly/32ChDNg. CALL: (805)

Watch this short video to learn about the quote to order to invoice process in Dynamics 365 for Sales from the experts at Western Computer. Contact us for a personalized demo: https://bit.ly/32ChDNg

Watch this short video to learn about goal management in Dynamics 365 for Sales from the experts at Western Computer. Contact us for a personalized demo: https://bit.ly/32ChDNg. CALL: (805) 261-22

Watch this short video to learn about searching using Associated View in Dynamics 365 for Sales from the experts at Western Computer. Contact us for a personalized demo: https://bit.ly/32ChDNg. CA

Watch this short video to learn about searching using Advanced Find in Dynamics 365 for Sales from the experts at Western Computer. Contact us for a personalized demo: https://bit.ly/32ChDNg. CAL

Watch this short video to learn about importing data to Dynamics 365 for Sales from the experts at Western Computer. Contact us for a personalized demo: https://bit.ly/32ChDNg. CALL: (805) 261-226

Watch this short video to learn about setting up product family groups in Dynamics 365 for Sales from the experts at Western Computer. Contact us for a personalized demo: https://bit.ly/32ChDNg. C

Watch this short video to learn about editing Public View in Dynamics 365 for Sales from the experts at Western Computer. Contact us for a personalized demo: https://bit.ly/32ChDNg. CALL: (805) 26