Optimize Dynamics 365 CRM with strategies, best practices, tips and tricks from Optrua.

Copilot for Sales Setup: How to Configure Microsoft’s AI Assistant for Your CRM
7:33
Copilot for Sales Setup: How to Configure Microsoft’s AI Assistant for Your CRM
Copilot for Sales in Word: Turn CRM Data into Sales Documents with AI
2:27
Copilot for Sales in Word: Turn CRM Data into Sales Documents with AI
Copilot for Sales in Microsoft Teams: Smarter Sales Conversations with Built-in AI
3:16
Copilot for Sales in Microsoft Teams: Smarter Sales Conversations with Built-in AI
Copilot for Sales in Outlook: How Microsoft AI Helps Sales Reps Win Back Time
5:39
Copilot for Sales in Outlook: How Microsoft AI Helps Sales Reps Win Back Time
First Impression Ironworks' Secret to Zero Downtime CRM Migration
3:02
First Impression Ironworks' Secret to Zero Downtime CRM Migration
Boost Sales by 80% with Dynamics CRM & Optrua’s Automation!
3:22
Boost Sales by 80% with Dynamics CRM & Optrua’s Automation!
Discover Optrua: Your Partner for Dynamics CRM & PowerApps Success
2:33
Discover Optrua: Your Partner for Dynamics CRM & PowerApps Success
Boost CRM Efficiency with Optrua Care Plans - Enhance & Support
2:29
Boost CRM Efficiency with Optrua Care Plans - Enhance & Support
AI's Evolution: Navigating Job Transformation in the Digital Era #futureofwork
1:18
AI's Evolution: Navigating Job Transformation in the Digital Era #futureofwork
The AI Conundrum: Navigating the Black Box of Intelligence and Security #aiethics
1:29
The AI Conundrum: Navigating the Black Box of Intelligence and Security #aiethics
Demystifying AI: From Hype to Reality in the Digital Era #artificialintelligence
1:28
Demystifying AI: From Hype to Reality in the Digital Era #artificialintelligence
Bridging the AI Divide: Achieving Human-Level Performance in the Digital Age #FutureOfWork
1:30
Bridging the AI Divide: Achieving Human-Level Performance in the Digital Age #FutureOfWork
Webinar: AI Unleashed Shaping the Future of Business
58:19
Webinar: AI Unleashed Shaping the Future of Business
How to Re-Open a Dynamics 365 Opportunity
1:57
How to Re-Open a Dynamics 365 Opportunity
Dynamics CRM Tutorial - Forms Part 1
6:30
Dynamics CRM Tutorial - Forms Part 1
Dynamics CRM Tutorial - Forms Part 2
2:00
Dynamics CRM Tutorial - Forms Part 2
Dynamics 365 CRM Tutorial - Sales Process Flow, Part 2 of 3
2:17
Dynamics 365 CRM Tutorial - Sales Process Flow, Part 2 of 3
Dynamics 365 CRM Tutorial - Sales Process Flow, Part 3 of 3
1:19
Dynamics 365 CRM Tutorial - Sales Process Flow, Part 3 of 3
Dynamics 365 CRM Tutorial - Sales Process Flow, Part 1
2:58
Dynamics 365 CRM Tutorial - Sales Process Flow, Part 1
D365 CRM Tutorial –When to assign vs share a view
1:20
D365 CRM Tutorial –When to assign vs share a view
D365 CRM Tutorial –Difference between system and personal views
4:59
D365 CRM Tutorial –Difference between system and personal views
D365 CRM Tutorial – Overview of Views
3:09
D365 CRM Tutorial – Overview of Views
D365 CRM Tutorial – How to change a system view
6:35
D365 CRM Tutorial – How to change a system view
MS CRM - Creating a Solution to hold your changes
3:23
MS CRM - Creating a Solution to hold your changes
MS CRM Optimization Tip #1 - Streamline Forms
1:13
MS CRM Optimization Tip #1 - Streamline Forms
Dynamics 365 CRM Optimization Tip #7 - Integrate Files and Documents
0:34
Dynamics 365 CRM Optimization Tip #7 - Integrate Files and Documents
MS CRM Optimization Tip #6 - Configure Email
0:38
MS CRM Optimization Tip #6 - Configure Email
MS CRM Optimization Tip #5 - Configure Dataverse Search
0:38
MS CRM Optimization Tip #5 - Configure Dataverse Search
MS CRM Optimization Tip #4 - Configure Duplicate Detection
0:37
MS CRM Optimization Tip #4 - Configure Duplicate Detection
MS CRM Optimization Tip #3 - Use Business Rules
0:44
MS CRM Optimization Tip #3 - Use Business Rules