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Did You Know? Microsoft Dynamics 365 Office Integration

Did You Know? Microsoft Dynamics 365 Office Integration

by David Marincic | Did You Know?

In this episode of Did You Know, David gives you a quick run-down on the out-of-the-box Microsoft Dynamics 365 Office integration available to you in Dynamics 365 for Sales!

CRM Review – Microsoft Dynamics 365 Security 2017

CRM Review – Microsoft Dynamics 365 Security 2017

by David Marincic | Channel Q CRM Review, CRM Mailbag, Did You Know?

It’s 10pm somewhere. Do you know where your data are? Join Peter and Mariam as they get to the bottom of some of the many security features in Microsoft Dynamics 365, and offer you their top tips for keeping your CRM security tip top!

Assigning Multiple Security Roles in Microsoft Dynamics CRM

Assigning Multiple Security Roles in Microsoft Dynamics CRM

by Dinesh Joseph | Did You Know?

What happens when a user is assigned multiple security roles in Microsoft Dynamics CRM?   In smaller organizations, you may find situations when a Manager would like to have access to both a Sales Profile and a Service Profile in Microsoft Dynamics CRM. You may...
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