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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!

How to Import Leads into Dynamics 365 for Sales CRM

How to Import Leads into Dynamics 365 for Sales CRM

by Ibrar Taki | CRM Support

In this episode of CRM Support, Ibrar shows you how to download import templates and import leads in Microsoft Dynamics 365 for Sales CRM!

How to Install the Gamification Plug-in for Microsoft Dynamics 365 for Sales CRM

How to Install the Gamification Plug-in for Microsoft Dynamics 365 for Sales CRM

by Dinesh Joseph | CRM Support

In this week’s episode of CRM Support, Dinesh shows you how to install the Gamification Plug-in in Dynamics 365 for Sales CRM so you can set up competitions to motivate employees to achieve KPI goals!

How to Install and Use the Dynamics 365 for Outlook App

How to Install and Use the Dynamics 365 for Outlook App

by Ibrar Taki | CRM Support

Ibrar offers some quick tips and a set-up guide for Dynamics 365 for Outlook, an easy-to-use app that gives you access to Dynamics 365 for Sales CRM right from your email!

How to Adjust the Height of the Social Pane in Dynamics 365 for Sales CRM

How to Adjust the Height of the Social Pane in Dynamics 365 for Sales CRM

by Dinesh Joseph | CRM Support

There is no default option to adjust the height of the social pane in Dynamics 365 for Sales CRM. But there is a workaround! Dinesh shows you how to use it in this week’s episode of CRM Support!

How to Enable Auditing in Dynamics 365 for Sales CRM

How to Enable Auditing in Dynamics 365 for Sales CRM

by Dinesh Joseph | CRM Support

Auditing can be useful if you want to track changes to an entity or field. Dinesh shows you how to enable auditing in Dynamics 365 for Sales CRM, plus offers some best practices for maintaining system performance!

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Recent Posts

  • QuantaCRM Brings Microsoft Dynamics Expertise to Azamba Consulting Group with Merger
  • How to Change the Number of Rows on a Grid in Microsoft Dynamics 365 for Sales CRM
  • How to Add a Reason to Disqualify a Lead in Microsoft Dynamics 365 for Sales
  • Who Should Have Access to CRM?
  • How to Manage Goals in Microsoft Dynamics 365 for Sales CRM

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