Videos - Dynamics CRM

How to Use Connections in Microsoft Dynamics 365 for Sales

  In this video by our Dynamics 365 CRM support team, we'll look at how to use Connections in Microsoft Dynamics 365 for Sales to create searchable relationships between entities.   Connections add valuable layers of relationship information to your records. For example, you can connect a contact to multiple accounts, which is highly valuable …

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Our Top 5 Microsoft Dynamics 365 Webinars of 2017

In 2017, Preact hosted a dozen webinars that covered a series of CRM and Microsoft Dynamics 365 themes. We are extremely grateful to everyone who took time to join any of these live sessions. One of our highlights for the year has been to see the continuing rise in attendance and feedback we've received from these sessions. We're looking forward …

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Video: Microsoft Dynamics 365 Simplifies Business Intelligence for Amway Business Owners

There is a very good chance you have had at least some interaction with an Amway Business Owner (ABO) or know someone who has. Amway does business in over 100 countries and employs over 19,000 professionals. With Microsoft Dynamics 365, Amway employees are empowered to provide the best possible support to ABO's with real-time business …

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[Video] User Acceptance Testing Can Make Or Break Your Dynamics 365 Project

User acceptance testing is a key piece of any Dynamics 365 CRM project. Basically, it entails getting your users into your system to try out some common workflows and day-to-day tasks to make sure they actually work before you launch the full project. If done correctly, it can really smooth out the launch of your …

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Take Advantage of Dashboards in Microsoft Dynamics CRM

You’ve seen them before. Bright, colorful and chalked full of all kinds of data. Yes, I’m talking about Dashboards. If you are not taking advantage of the Dashboards feature within Microsoft Dynamics CRM (now known as Dynamics 365), you are missing out on having access to a wide array of important data within a single …

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New Search Functionality On Microsoft CRM – You Are Going to Love It

Microsoft Dynamics CRM has made steady improvement over the years in their search functionality, making it easier for end users to find the data they need. But one area that still was lacking was the ability to search across entities in CRM. As an end user myself, I often look for a business I need to …

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Mobile Sales & Field Service Offline Mobile CRM for Dynamics CRM and Salesforce

Resco, a leading provider of cross-platform mobile CRM solutions to businesses of all sizes has made an announcement today. Their number one fully-fledged offline mobile CRM solution is available to the Salesforce community using mobile sales and field service. Thereby, extending their overall strategy and bringing a platform to any organization that utilizes Salesforce solutions …

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3 Things You Need Before You Get a CRM [Video]

CRM is everywhere. It’s a sales management tool. It’s changing customer service. It’s in companies of all sizes. It can really change your business, but if you want to reap the rewards of a CRM you need to do some homework before you dive into the project. Understand Your Existing Processes The first thing you …

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Solving the Nightmare of Commission Calculation for Benefit Brokers with Dynamics CRM

Insurance agencies know that commission calculations can be a nightmare. Especially if a broker discovers they were done incorrectly. Employee benefit brokers work with multiple insurance carriers and each of them pays commissions. The agency takes a cut and the producer, or broker, gets a cut. Each of the commission allocations are different based on …

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VIDEO: Microsoft Dynamics CRM Spring 2016 Wave Overview

Are you ready for the Dynamics CRM Spring 2016 Wave? This overview video from Microsoft gives a great introduction on what you can expect. Transcription: With the new capabilities we’re introducing in our Spring 2016 Wave to support field and project service, organizations now have the ability to schedule, manage, and deliver on-site service, whether …

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