Dynamics CRM/365 Training

P2 Automation, LLC's Logo 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. …

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P2 Automation, LLC's Logo Learn How to Sort your Views in Dynamics 365 Alphabetically, Numerically, and Chronologically

Transcript This is Steve Pestillo from P2 Automation. Here I want to show you how you can sort the data in your views. Sorting couldn't be easier. If you want …

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P2 Automation, LLC's Logo Learn How to Navigate Through Dynamics 365 Faster and Easier with the New Focused View Feature in 2023 Release Wave 1

Navigate your Dynamics 365 system easily with Focused View. Transcript This is Steve Pestillo from P2 Automation. In this video, I’m going to show you how you can control the …

Learn How to Navigate Through Dynamics 365 Faster and Easier with the New Focused View Feature in 2023 Release Wave 1 Read More »

VisualSP's Logo Resources Available to Train and Continuously Support Your Dynamics 365 CE (CRM) Users

Effectively supporting and consistently training users of your Microsoft Dynamics 365 CRM application can make the difference between a thriving implementation and a failed one. Regardless of how impressive your …

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P2 Automation, LLC's Logo Learn How to Add and Remove Columns in Global and Personal Views in Dynamics 365 and Power Apps

Transcript This is Steve Pestillo from P2 Automation. Here in this video, I’m going to show you how to add and remove columns to your views. On the screen, you …

Learn How to Add and Remove Columns in Global and Personal Views in Dynamics 365 and Power Apps Read More »

VisualSP's Logo Why Proper End User Support and On-Demand Training is So Necessary in Dynamics 365 CE (CRM)

Imagine putting so much time and energy in creating something that gets only seldomly used. Doesn't sound good right? Unfortunately that's the reality for many Microsoft Dynamics 365 CE (CRM) …

Why Proper End User Support and On-Demand Training is So Necessary in Dynamics 365 CE (CRM) Read More »

P2 Automation, LLC's Logo A Simple Power App for Videos and Step-by-Step Instructions for Your Team

Our exclusive Learning Center will provide your team with a consistent way to perform tasks within your specific CRM system. Easy is good! Transcript This is Steve Pestillo from P2 …

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VisualSP's Logo The 3 Methods of Training and Supporting Your Dynamics 365 CE (CRM) End Users

Long gone are the days where you had to pack people into a physical class and that was the only way that training could be conducted. You now have multiple …

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P2 Automation, LLC's Logo Modify Dynamics 365 Views to Your Liking in Just a Few Steps

Change your Default View, rearrange your Personal/Global View, and hide unnecessary Views in Dynamics 365 and Power Apps. Transcript This is Steve Pestillo from P2 Automation. In this video, I'm …

Modify Dynamics 365 Views to Your Liking in Just a Few Steps Read More »

VisualSP's Logo The Best Dynamics 365 Conferences in North America to Attend in 2023

Now that the world has opened up again, are you wondering which Microsoft Dynamics 365 conferences you should attend this year? Conferences are great for You to get a feel …

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