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How to Sync Dynamics NAV and Dynamics 365 for Sales Records

How to Sync Dynamics NAV and Dynamics 365 for Sales Records

by Ibrar Taki | CRM Support

Once you integrate Dynamics CRM and ERP, you will need to sync Dynamics NAV and Dynamics 365 for Sales records. Learn how in this short video by Ibrar!

How to Integrate Microsoft Dynamics 365 for Sales with Dynamics NAV

How to Integrate Microsoft Dynamics 365 for Sales with Dynamics NAV

by Ibrar Taki | CRM Support

Integrating CRM with ERP boosts the value of both systems. Ibrar shows you how to integrate Microsoft Dynamics 365 for Sales with Dynamics NAV!

How to Set Up OneNote Integration with Dynamics 365 for Sales CRM

How to Set Up OneNote Integration with Dynamics 365 for Sales CRM

by Ibrar Taki | CRM Support

With OneNote integration, your users can connect images, videos, and audio clips to your CRM records! Ibrar shows you how to set up OneNote integration with Microsoft Dynamics 365 for Sales.

How to Restrict Records by Business Unit in Dynamics 365 for Sales CRM

How to Restrict Records by Business Unit in Dynamics 365 for Sales CRM

by Ibrar Taki | CRM Support

Ibrar shows you how to restrict records by business unit in Dynamics 365 to control access without needing to micromanage individual user settings!

How to Integrate Dynamics 365 CRM with Microsoft Teams

How to Integrate Dynamics 365 CRM with Microsoft Teams

by Ibrar Taki | CRM Support

This week, Ibrar shows you how to integrate Dynamics 365 for Sales CRM with Microsoft Teams to allow users to see updates on CRM records from within Teams!

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  • Who Should Have Access to CRM?
  • How to Manage Goals in Microsoft Dynamics 365 for Sales CRM

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