Training and Support Articles

Microsoft Dynamics 365 Old Interface is Going Away – Are You Ready?

What does the new Unified Interface mean for you?

How to Assign a Security Role to a User in Microsoft Dynamics 365

Assign or change security roles in 6 simple steps

How to Build a Sage CRM Workflow

How to Build a Sage CRM WorkflowThe topic of this workshop is how to build a sales workflow and automations in Sage CRM. The goal is to build a relatively basic workflow, step-by-step, from beginning to end, and to demonstrate the basics of workflows, how they work, and what the purposes are of...

How to Build a Sage CRM Workflow

How to Build a Sage CRM WorkflowThe topic of this workshop is how to build a sales workflow and automations in Sage...