Microsoft Provided Context Sensitive Training and Support in Dynamics 365 Customer Engagement (CRM)

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7 habits of highly effective CRM leaders by Geoff Ables

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Video Tutorials on Microsoft Dynamics 365 Sales

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VisualSP for Dynamics 365 Sales Hub - Context Sensitive Training on Top Of Your Dynamics Environment

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Microsoft Provided Context Sensitive Training and Support in Dynamics 365 Customer Engagement (CRM)

By Asif Rehmani
June 24, 2022
The default mode of user help provided by Microsoft in Dynamics 365 is useless for end users who are actually using Dynamics day in, day out.  If a user clicks on the question mark (?) at the top right of the screen to get help, they are taken to a...
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7 habits of highly effective CRM leaders by Geoff Ables

By Asif Rehmani
October 12, 2021
Geoff Ables presented a very compelling presentation listing out 7 things you can do to ensure CRM project success. I was watching this in context of Dynamics 365 CE (Customer Engagement), but the points in this presentation apply to any CRM...
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Video Tutorials on Microsoft Dynamics 365 Sales

By Asif Rehmani
September 14, 2021
Microsoft Dynamics 365 Sales is such a versatile environment. It's a wonderful solution for medium to large enterprises for their customer relationship management efforts. A bunch of our customers have migrated to Dynamics from other CRM systems.
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VisualSP for Dynamics 365 Sales Hub - Context Sensitive Training on Top Of Your Dynamics Environment

By Asif Rehmani
June 01, 2021
Microsoft Dynamics 365 Sales is an extensive system built using the model-driven app model. Every company that uses the system changes around the interfaces to match their processes and procedures. With so much ability to modify the system, the...
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