PrenticeWorx CRM
PrenticeWorx CRM
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SalesPro X - D365 Sales for Professional Services
SalesPro X is an app built to simplify the sales process for Professional Service sellers and help sales organizations leverage the advantages of Microsoft Technologies.
Переглядів: 111

Відео

Microsoft Dynamics 365 Sales Hub Overview
Переглядів 3,7 тис.2 роки тому
This video offers a high level overview of the Dynamics 365 Sales Hub, and the fundamental entities in which CRM is built upon, like Accounts, Contacts, Lead, Opportunities, Dashboards, etc.
Microsoft Dynamics 365 Enable App for Outlook
Переглядів 4,6 тис.3 роки тому
Learn how to enable the Dynamics 365 App for Outlook for Tracking Emails, Appointments, Contacts and Tasks. Thanks: Videezy.com the Subscribe visual. Bensound.com for Audio
Microsoft Dynamics 365 Add New User
Переглядів 7 тис.3 роки тому
Learn how to give a new user access to Dynamics 365. Thanks: Videezy.com the Subscribe visual. Bensound.com for Audio
Microsoft Dynamics 365 Power Apps Configuration (New Experience)
Переглядів 1 тис.3 роки тому
In this video you will learn how to navigate the "New Experience" for configuring Dynamics 365 with the Power Apps configuration interface.
How to Configure a Business Process Flow in Dynamics 365
Переглядів 43 тис.3 роки тому
Learn how to configure a Business Process Flow in Dynamics 365 and then how to add that Business Process Flow to your desired Dynamics 365 App.
Adding Fields to a Form in Dynamics 365
Переглядів 8 тис.4 роки тому
Learn how to add fields to a form using the drag and drop feature through the back end of Dynamics 365
Dynamics 365 - How to Create Queues and Routing Rules
Переглядів 17 тис.4 роки тому
This video goes through step by step on how to create a queue and assign cases to a queue manually or through routing rules.
Dynamics App for Outlook - Add Entity's to Sitemap
Переглядів 6884 роки тому
This video walks you through the process of how to add entity's in the sitemap of your Dynamics 365 App for Outlook. Music provided by bensound.com
Dynamics 365 How to make fields searchable
Переглядів 5 тис.4 роки тому
Add Find Columns - Allows field to be searchable Add View Columns - Allows entity to appear in Relevance Search Music credit - bensound.com
How to Create Fields & Field Types in Dynamics 365
Переглядів 4,3 тис.5 років тому
Follow a step by step of how to create a field and what types of fields are available in Dynamics 365. Audio Credit: www.bensound.com
Create a Unit Group in Dynamics CRM 2016
Переглядів 3,4 тис.8 років тому
Learn how to create a unit group in Dynamics CRM 2016
Creating Products and Price Lists in Dynamics CRM 2016
Переглядів 11 тис.8 років тому
Learn how to create products and price lists in Dynamics CRM 2016
Create a Word Template in Dynamics CRM 2016
Переглядів 12 тис.8 років тому
Learn how to create a word template in Dynamics CRM 2016 for a quote
Create a Discount List in Dynamics CRM 2016
Переглядів 2 тис.8 років тому
Learn how to create a discount list in Dynamics CRM 2016

КОМЕНТАРІ

  • @hanyanzhu5526
    @hanyanzhu5526 Місяць тому

    How to get the Subtotal??

  • @ankitkishore77
    @ankitkishore77 2 місяці тому

    thanks a lot... really helpful.

  • @Gunterlund583
    @Gunterlund583 3 місяці тому

    routing rules only work for cases?

  • @TusharBorawake
    @TusharBorawake 6 місяців тому

    what if I want to add field from another related entity ? Is it possible to add other entity field on the form ?

  • @wearethecreatorss
    @wearethecreatorss Рік тому

    Is there any possible to add it in different tenants?

  • @amaldhivahar2896
    @amaldhivahar2896 Рік тому

    Hi, thanks for the video. Could you please tell me how to integrate SalesHUb with the B2B desk?

  • @itme7297
    @itme7297 Рік тому

    THANK YOU. I want to know how to customize activity status/status changing based on stages? Any info here would help a lot

  • @jagattikhan6965
    @jagattikhan6965 2 роки тому

    Very simple and direct, didn't waste time on anything, too the point and exact. Wish I could nominate this channel for an Oscar.

  • @monikapilare3667
    @monikapilare3667 2 роки тому

    good video

  • @rajanraopolineni
    @rajanraopolineni 2 роки тому

    What if after clicking on Add to Queue manually and added to another queue, I want to change the status of the case, please help me, I have tried so many ways

  • @ammzzitsme4518
    @ammzzitsme4518 2 роки тому

    How to avail the fields that we required in that datafield

  • @han-iy4uu
    @han-iy4uu 2 роки тому

    Thanks

  • @mohammedfakhri4289
    @mohammedfakhri4289 2 роки тому

    Very Nice = ?

  • @hottmaiils
    @hottmaiils 2 роки тому

    I cannot find "Process" button if I open a lead. As a result I cannot switch process. I am using D365 Trial version. Can anyone pls suggest if I am missing something?

  • @silviobernardo
    @silviobernardo 2 роки тому

    Awesome tutorial! Thanks!

  • @thesneesh1534
    @thesneesh1534 2 роки тому

    yo, what if i want multiple routing rule sets, like i want to automate to queue priority based on 3 different SLAs but you can only have one routing rule active at a time? Is it possible to do what i'm speaking of? Customers with bronze entitlements go to bronze queue, silver entitlements go to silver queue, so on and so fourth?

  • @726ashok
    @726ashok 3 роки тому

    Very nice coverage of topic.

  • @jamesprovis8880
    @jamesprovis8880 3 роки тому

    Great video lesson - very helpful!

  • @madihasalman1
    @madihasalman1 3 роки тому

    how to connect BPF with exisitng record

  • @nandaahire6264
    @nandaahire6264 3 роки тому

    very informative video sir. thanks you

  • @briananderson7721
    @briananderson7721 3 роки тому

    That was exactly what I was looking for. Thanks for taking the time to put that together. Very helpful!

  • @HaroonRanabusiness
    @HaroonRanabusiness 3 роки тому

    There is no longer a lead type business flow in Dynamics. Does anyone know what it has changed name to?

  • @davidadams421
    @davidadams421 3 роки тому

    Excellent.

  • @imadomni540
    @imadomni540 3 роки тому

    Why you can't add members in your queue after saving? I am also facing the same issue. I want to add a member in queue but it is not displaying the plus icon for add in Members grid in Queue

    • @imadomni540
      @imadomni540 3 роки тому

      I got my answer....I need to make the Queue type to Private

  • @aryan109a
    @aryan109a 3 роки тому

    Great video! Very helpful! After publishing the BPF, still unable to see it in the leads section. I have done steps involving publish and play. Any ideas?

  • @sherryacademy6795
    @sherryacademy6795 3 роки тому

    thanks

  • @morayofayeun8830
    @morayofayeun8830 3 роки тому

    Thank you

  • @jarekmatthew8039
    @jarekmatthew8039 3 роки тому

    This video is so good! Thank you for not assuming that I know anything and for being so clear from start to finish!

  • @MoebibiMalouki
    @MoebibiMalouki 4 роки тому

    when i add this to the queue by clicking add to queue then i go to queues it says no data available? help please

    • @GiggidyWiggidy
      @GiggidyWiggidy 3 роки тому

      Make sure the top filter says “all items”. There are two at the top

  • @wbarton7
    @wbarton7 4 роки тому

    Perfect, thank you! Short and to the point, thank you for not being overly-wordy like some other vids on the same topic.

  • @sumitloomba6825
    @sumitloomba6825 4 роки тому

    What if choose the wrong active form by mistake and publish it ..how to revert back to original one?

  • @manasareddybandi3655
    @manasareddybandi3655 4 роки тому

    Can we modify data type after publishing plz explain this question

  • @pathikpatel7568
    @pathikpatel7568 4 роки тому

    thanks

  • @rohitnegi7051
    @rohitnegi7051 4 роки тому

    Is it mandatory to click 'Save n Route' post case creation to route the case? What if I only hit save? Will routing rule set trigger or not?

    • @andres.biarge
      @andres.biarge Рік тому

      if you're worried about the user not hitting the button, you can also customize the ribbon and hide the normal "Save" and "Save and Close" buttons

  • @antonkostrikov5760
    @antonkostrikov5760 5 років тому

    This is actually the first video with the case study explanation, thank you!

  • @Gunterlund583
    @Gunterlund583 6 років тому

    what fields do you use for tax subtotal and total

  • @kylevismo6633
    @kylevismo6633 6 років тому

    How on earth did you pull in the email address?

    • @PrenticeWorxCRM
      @PrenticeWorxCRM 6 років тому

      Kyle, you'll need to make sure you add the relationship to the entity that holds the email address when creating the word template. If you want some more details, you can reach out to Haden: haden@prenticeworx.com

    • @kylevismo6633
      @kylevismo6633 6 років тому

      Lovely, thank you kindly! :)

  • @GlennHoussenloge
    @GlennHoussenloge 7 років тому

    Great tutorial. Followed it all the way through. Thanks

  • @SamWalkerBlue
    @SamWalkerBlue 7 років тому

    Great job demonstrating this feature!

  • @mohamedkamano3174
    @mohamedkamano3174 7 років тому

    Thank you for this tuto but i don't can download a document word