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How to Add New Contacts Individually to Microsoft Dynamics 365

https://www.youtube.com/watch?v=nXVmUvmDeW4 When you first subscribe to Microsoft Dynamics 365, you’ll probably want to use the contact import feature to save time, since you’ll be importing lots of contacts at once. After that, though...

Zoe Soto 1,243
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How to Add and Remove Sample Data from Microsoft Dynamics 365

https://www.youtube.com/watch?v=nIM-OGq_daA Microsoft Dynamics 365, out-of-the-box, comes with sample data installed, to help you get a feel for the product and its functionality, without affecting your actual data. You probably won’t want t...

Zoe Soto 1,243
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How to Create a New Email Server Profile in Microsoft Dynamics 365 for Server Side...

https://www.youtube.com/watch?v=HvOc9JRwu6U Wouldn’t it be nice to be able to manage email mailboxes and profiles, configure users and queues, and track errors, as well as synchronize appointments, contacts, and tasks right from Microsoft Dy...

Zoe Soto 1,243
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How to Customize an Entity Name in Microsoft Dynamics 365

https://www.youtube.com/watch?v=oLi11mL6pMA&feature=youtu.be One of the great things about Microsoft Dynamics 365 is that nearly everything can be customized to meet the needs of your organization, including entity names. For example, if you ...

Zoe Soto 1,243
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How to Use the Import Template to Determine Fields When Customizing Entities in Mi...

https://www.youtube.com/watch?v=8FaazepT7io&feature=youtu.be When you customize entities in Microsoft Dynamics 365, you want to be extremely thorough in determining which fields you want an entity to have, so that when you import data, you imp...

Zoe Soto 1,243
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Hello world!

Welcome to WordPress. This is your first post. Edit or delete it, then start writing!The post Hello world! appeared first on xRM Wordpress.

Zoe Soto 1,243
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What Microsoft Dynamics 365 Can Do for Your Business

If you haven’t yet tried Microsoft Dynamics 365, you’ve come to the right place. Let’s go over the basics. This cloud-based platform builds and expands upon the features of Microsoft Dynamics CRM 2016 while allowing you to acces...

Zoe Soto 1,243
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How to Customize the Theme in Microsoft Dynamics 365

In Dynamics 365, the theme determines the colors within the platform, the icon in the upper left corner of the screen, and the tooltip that appears when you hover over this icon. In addition, the theme is easy to customize. Click the down arro...

Zoe Soto 1,243