Create a Price Quotation from Dynamics 365 with DocumentsCorePack
Watch us build a professional Price Quotation directly from CRMPlus365/Dynamics 365 using DocumentsCorePack. Transcript This is Steve Pestillo from P2 Automation, and welcome to the last video in our miniseries …
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Create a Statement of Work within Dynamics 365 with DocumentsCorePack
Find out how we generate a flexible Statement of Work for our Projects using DocumentsCorePack and CRMPlus365/Dynamics 365. Transcript This is Steve Pestillo from P2 Automation. In this video, I’m …
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5 Steps for Driving Sustainable Dynamics 365 CRM (CE) User Adoption
Achieving sustainable user adoption of Dynamics 365 CRM/CE is very possible and has been done by many organizations successfully. However, it does not happen automatically. Sustained effort and deliberate activities …
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Create Flexible Legal Documents from your Dynamics 365 with DocumentsCorePack
See how we quickly create our Managed Service Plan Agreement using DocumentsCorePack and CRMPlus365/Dynamics 365. Transcript This is Steve Pestillo from P2 Automation. In this video, I want to show …
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Learn how to Create a Document with Flexible Prompts in Dynamics 365
See how we generate a Credit Card Authorization Form for any amount directly from our CRM using DocumentsCorePack. Transcript This is Steve Pestillo from P2 Automation. Welcome to the next …
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View Your Opportunities Graphically with the New Deal Tracker and Sales Funnel in Dynamics 365
View Your Opportunities Graphically with the New Deal Tracker and Sales Funnel. Transcript This is Steve Pestillo from P2 Automation. Here in this video, I'm going to show you two …
Edit Your Opportunities In-Line with the New Pipeline View and Side-Panel in Dynamics 365
Edit Your Opportunites Easily with the Pipeline View Editable Grid and Side-Panel. Transcript This is Steve Pestillo from P2 Automation. In this video, I'm going to show you how to …
Finally…a Simple Way to Show Totals and Counts on your Opportunity Views in Dynamics 365
Show Revenue Totals and Record Counts on your Opportunity Views. Transcript This is Steve Pestillo from P2 Automation. In this video, I want to show you one of my …
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Find out how to save your settings as Personal Views in Dynamics 365 so you can use saved views for future use
Transcript This is Steve Pestillo from P2 Automation. Now I want to show you how to save your work as a personal view. You don't always have to save the …
See how easy it is to filter the data in your Dynamics 365 Views using Column Filters as well as Advanced Filters
Transcript This is Steve Pestillo from P2 Automation. In this video, I'm going to show you how to filter the data in your views. There's two ways to do it. …
