Need to make sure your sales team will never miss important info inside Microsoft Dynamics 365 for Sales? Join Mariam as she takes you on a tour of the Pop Up Notifications for Accounts Wall of Value add-on!
Implementing a CRM solution is a big undertaking. Mariam offers five important things to do before implementing CRM to ensure your implementation is smooth and successful!
Mariam shows you the three Microsoft Dynamics 365 Office integrations and some important tips and tricks for each you should be using to boost your CRM savvy in 2018!
Once you’ve completed an activity in Dynamics 365, there is no out-of-the-box way to reopen or edit that activity. QuantaCRM has built a Wall of Value add-on to solve this problem. Mariam shows you how it works!
Nobody wants to lose their data, and security roles can reduce that risk. Learn the 3-step process for how to set up custom security roles and keep your records safe and sound!