OPTIMIZE Your Microsoft Dynamics 365 CRM with EXPERT VIDEO TUTORIALS

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You’ve set up Copilot for Sales - now it’s time to make it work for you. Discover how to use the smart features in Outlook and Teams to strategically drive better sales outcomes. Still curious about Copilot for Sales? We’re building this series around your questions - the next video could be yours! 00:00 - Intro 00:13 - The Timeline 01:17 - Basic Navigation 02:32 - Summary Options 03:37 - Adding Contacts 04:58 - Saving Emails 09:00 - Using CRM Data 10:08 - Calendar Tools 11:52 - Meeting Recap 14:36 - Outro Partner with Optrua to maximize your CRM pipeline with the power of AI. Your employees will thank you. Learn more about Microsoft Dynamics 365 Sales at https://www.optrua.com. Smarter Systems. Better Sales. | Optrua #SmarterSystems #BetterSales #CRM #AI

Check out the full Q&A video at https://okt.to/79PQDL. Learn more about Microsoft Dynamics 365 CRM at https://okt.to/RQyO0T. Smarter Systems. Better Sales. | Optrua

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Clarity and communication between team members is essential for a successful CRM project implementation. Today, Ryan continues the discussion on CRM team design by exploring some FAQ's from the blog. Do you have a question about how this applies to your org? Leave it in the comments below, we'll get back to you in the next video! Check out the blog for more - https://bit.ly/CRM-Teams. 00:00 - Intro 00:18 - Clarity is The Key to Success 00:54 - Comment Below! 01:03 - Ensure Collaboration 01:48 - Common Mistakes 02:43 - Dividing Responsibilities 03:29 - Buy-In Matters 04:58 - Role Overlap 05:49 - Resolving Conflicts 06:55 - Set Team Early 07:46 - System Ownership 08:38 - Warning Signs 09:41 - Outro Partner with Optrua to maximize your CRM pipeline with the power of AI. Your employees will thank you. Learn more about Microsoft Dynamics 365 CRM at https://www.optrua.com. Smarter Systems. Better Sales. | Optrua #SmarterSystems #BetterSales #CRM #AI

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Copilot for Sales is a powerful new tool from Microsoft, for those who know how to use it. Don't get lost in the sauce, get started today with this simple Copilot for Sales tutorial. Do you have a question about Copilot for Sales that we didn't cover? Drop it in the comments below, and we'll follow up in our next video. 00:00 - Intro 00:30 - What is Copilot for Sales? 01:13 - Comment Below! 01:34 - Rich Data Supply 02:22 - How Does AI Help? 03:47 - Teams Settings 04:27 - Getting Started 05:15 - Save to Dynamics 365 05:53 - Forms Settings 07:40 - Custom Record Types 08:37 - More Coming Soon 08:53 - Why use Copilot for Sales? 09:43 - Try it Out 10:32 - Outro Partner with Optrua to maximize your CRM pipeline with the power of AI. Your employees will thank you. Learn more about Microsoft Dynamics 365 CRM at https://www.optrua.com. Smarter Systems. Better Sales. | Optrua #SmarterSystems #BetterSales #CRM #AI

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Thinking about implementing Microsoft Dynamics 365 CRM, but not sure where to start? Now you can build a high-performing team that drives results for your CRM implementation. Have questions about anything covered? Drop them below! Check out the blog for more - https://bit.ly/CRM-Teams. 00:00 - Intro 00:33 - It's About the People 01:17 - Comment Below 01:28 - The 12 Roles 02:05 - 1. Executive Sponsor 02:42 - 2. Subject Matter Expert 03:11 - 3. Project Manager 03:38 - 4. Business Analyst 04:04 - 5. Technical Architect 04:32 - 6. CRM Developer 04:56 - 7. Quality Assurance 05:20 - 8. IT Support 05:47 - 9. Data Analyst 06:23 - 10. Training Specialist 06:56 - 11. Support Specialist 07:42 - 12. Change Management Lead 08:45 - 12 Roles Recap 09:12 - Real World Example 11:58 - Role Combination 13:52 - Final Thought 14:40 - Outro Partner with Optrua to maximize your CRM pipeline with the power of AI. Your employees will thank you. Learn more about Microsoft Dynamics 365 CRM at https://www.optrua.com. Smarter Systems. Better Sales. | Optrua #CRM #Project #Team

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Tools like Microsoft Dynamics 365 CRM are great for sales automation if you know where to start. CRM systems can be filled with sales jargon, but the principles of the deal never change. In this CRM from Scratch intro, Ryan breaks down a clear sales pipeline framework you can apply to any business. Confused by your own CRM jargon? You’re not alone! Drop your questions in the comments below and we’ll tackle them in a future video! 00:00 – Intro 00:21 – Sales Funnel 01:22 – Subscribe 01:32 – 4 Sales Stages 02:57 – Marketing Channels 03:37 – 3 Departments 04:35 – Qualify and Win 05:06 – Structure from Chaos 05:51 – 50 Hats Example 07:02 – Additional Detail 08:53 – The Deal 09:31 – Terms Vary 10:36 – Sales Funnel Review 11:32 – Chasing the Deal 12:48 – Is CRM for Everybody? 13:50 – Outro Partner with Optrua to maximize your CRM pipeline with the power of AI. Your employees will thank you. Learn more about Microsoft Dynamics 365 CRM at https://www.optrua.com. Smarter Systems. Better Sales. | Optrua #CRM #Sales #Pipeline

Check out the full Q&A video at https://bit.ly/AI-CRM-Q-A. Partner with Optrua to maximize your CRM pipeline with the power of AI. Your employees will thank you. Learn more at https://www.optrua.com. Smarter Systems. Better Sales. | Optrua

Check out the full Q&A video at https://bit.ly/AI-CRM-Q-A. Partner with Optrua to maximize your CRM pipeline with the power of AI. Your employees will thank you. Learn more at https://www.optrua.com. Smarter Systems. Better Sales. | Optrua

Check out the full Q&A video at https://bit.ly/AI-CRM-Q-A. Partner with Optrua to maximize your CRM pipeline with the power of AI. Your employees will thank you. Learn more at https://www.optrua.com. Smarter Systems. Better Sales. | Optrua

Maximize Microsoft Dynamics 365 CRM with Copilot AI. AI + CRM is here, whether you like it or not. The tools you’re already paying for just got a lot more powerful. Filter leads, forecast sales, automate follow-ups, and more, today. Or get left behind. Are you ready? Do you have a question that we missed? The world of AI moves fast, so leave it in the comments below, and we’ll get back to you in the next video! 00:00 – Smarter Systems Intro 00:48 – AI Lead Filtering 01:16 – AI Follow-Up Plan 01:48 – Comment Questions Below! 01:58 – AI Summary 2:18 – Start Small with AI 2:53 – AI Plain Language Sales Insights 03:28 – AI is Built-In 03:57 – Love CRM with AI 04:24 – AI Sales Predictions 04:55 – Get Control of Your Pipeline 05:24 - Automation Priority 05:52 – Lose Less Leads 06:29 – AI Sales Forecast 07:05 – AI Data Clean-Up 07:50 – AI Deal Priority 08:25 – AI Deal Momentum 08:48 – AI Pipeline Analysis 09:15 – AI Conversion Insights 09:59 – AI Follow-Up Coverage 10:34 – AI Outreach 10:55 – AI Tools to Stay Competitive 11:19 - Outro 11:32 – Like, subscribe, comment! Partner with Optrua to maximize your CRM pipeline with the power of AI. Your employees will thank you. Learn more about Microsoft Dynamics 365 CRM at https://www.optrua.com. Smarter Systems. Better Sales. | Optrua #AI #CRM #Sales

"We’re software experts—yet we still needed help." – Mark Rockwell, CEO of Rockton Software In this raw and honest case study, Rockton Software shares how a misaligned Dynamics CRM partner nearly derailed their CRM implementation. “Our original partner promised a 6-week rollout… after 6 weeks, we were only 5% done.” “We needed someone who truly understood Dynamics CRM, valued great customer service, and shared our culture of integrity—that’s when we found Optrua.” This video dives deep into: · Why even software companies need the right Dynamics CRM partner · The real migration challenges they faced · How the right partner—Optrua—turned it all around If you're wondering "Should I manage my own CRM?" or navigating a rough Dynamics CRM implementation, this story will hit home—and help you avoid the same mistakes.

Curious how to get started with Microsoft Copilot for Sales? In this quick demo, we walk through the essential configuration steps to connect your CRM—Dynamics 365 Sales or Salesforce—and unlock the power of Microsoft’s AI assistant. You'll learn how to: - Set up the initial Copilot for Sales configuration in Microsoft 365 - Connect your CRM data source (Dynamics 365 or Salesforce) - Control visibility, user access, and privacy settings Enable Copilot across Outlook, Teams, and Word for a unified experience Whether you're an admin setting things up or a business leader evaluating readiness, this video gives you a practical overview of what’s required to deploy Copilot for Sales across your organization. 🔧 Configuration is simple, fast, and designed to work across Microsoft 365 apps your sales team already uses. 👉 Ready to bring Copilot to your team? Visit www.optrua.com to learn how we can help you activate Copilot for Sales with confidence. #CopilotForSales #Dynamics365Sales #Salesforce #Microsoft365 #CRMIntegration #AIConfiguration #SalesTools #Optrua #SalesProductivity #CopilotDemo

See how Microsoft Copilot for Sales works inside Microsoft Word to help sellers generate tailored documents—faster and with less friction. In this short demo, you'll learn how Copilot in Word can: - Auto-draft personalized account summaries using CRM data - Pull key details like revenue, recent activity, and open opportunities - Help you prepare sales briefs, proposals, or exec-ready updates—without leaving Word Perfect for sellers who need to stay responsive, polished, and aligned with real-time CRM insights. 💡 Whether you're using Dynamics 365 Sales or Salesforce, Copilot for Sales gives you a head start on every doc—right from where you already work. 👉 Curious how AI can elevate your sales content? Visit www.optrua.com to learn more about our AI and CRM solutions for B2B teams. #CopilotForSales #MicrosoftWord #SalesAutomation #CRMIntegration #SalesAI #Dynamics365Sales #SalesTools #Optrua #AIForSellers #CopilotDemo Let me know if you’d like one unified description for a playlist or landing page featuring all three demos (Outlook, Teams, Word).

Watch how Microsoft Copilot for Sales enhances Microsoft Teams to help sales professionals stay prepared, focused, and productive during every sales conversation. In this short demo, you'll see how Copilot in Teams can: - Pull CRM insights directly into your Teams chats and meetings - Offer sales-specific context like pipeline stage, deal value, and past activities - Help you prep in seconds—and follow up faster Copilot meets sellers where they work. No toggling. No guessing. Just better conversations and faster next steps—all powered by AI and your existing CRM data. Whether you use Dynamics 365 Sales or Salesforce, Copilot for Sales brings productivity gains directly into your sales workflow in Teams. 💼 Built for modern sellers who want to be confident, informed, and efficient in every call. 👉 Explore how your team can get started with Copilot: www.optrua.com #CopilotForSales #MicrosoftTeams #SalesAI #Dynamics365Sales #SalesforceIntegration #Optrua #SalesEnablement #CRMTools #AIProductivity #CopilotDemo