OPTIMIZE Your Microsoft Dynamics 365 CRM with EXPERT VIDEO TUTORIALS

Check out the full Q&A video at https://okt.to/KTE2Q3. Learn more about Microsoft Dynamics 365 CRM at https://okt.to/x5GP0K. Smarter Systems. Better Sales. | Optrua

Check out the full Q&A video at https://okt.to/41nq65. Learn more about Microsoft Dynamics 365 CRM at https://okt.to/xYFMku. Smarter Systems. Better Sales. | Optrua

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! 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

Check out the full Q&A video at https://okt.to/xpDkmV. Learn more at https://okt.to/49VBJo. Smarter Systems. Better Sales. | Optrua

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

See how Microsoft Copilot for Sales works directly inside Outlook to help sales reps streamline their day, prep for meetings faster, and log CRM updates with less effort. In this quick demo, you'll learn how AI can: - Summarize email threads and surface CRM insights instantly - Suggest next steps and follow-ups using your own sales data - Reduce time spent switching between tools and updating CRM manually Whether you're using Dynamics 365 Sales, Salesforce, or another CRM, Copilot for Sales integrates right into your Outlook workflow—no new tabs, no added friction. 💡 Designed for sales professionals who want to spend more time selling and less time on admin. 👉 Want to see more? Visit www.optrua.com to learn how we help B2B sales teams get the most from Microsoft Copilot and Dynamics 365. #CopilotForSales #Dynamics365Sales #OutlookAI #MicrosoftCopilot #SalesProductivity #CRM #Optrua #SalesAutomation #SalesTools #CopilotDemo

Ever worried about downtime or security risks when migrating your CRM to the cloud? First Impression Ironworks, under the guidance of CEO Mark Baraghimian, shared these same concerns until they partnered with Optrua for their Dynamics CRM cloud migration. What happened next? A seamless, worry-free transition Mark described as "like turning on a light switch," ensuring zero downtime and uninterrupted business operations. Hear directly from Mark Baraghimian as he reveals the surprising benefit of working with Optrua and highlights their team's exceptional accessibility, responsiveness, expertise, and genuine care. ✅ Effortless CRM Cloud Transition ✅ Zero Downtime ✅ Enhanced Cloud Security ✅ Exceptional CRM Support Don't miss out! Hit play now to discover why businesses trust Optrua for seamless Dynamics CRM cloud migrations!

Is Your Sales Process Holding You Back? See How Advantage Design Group Transformed Theirs! “Optrua has done so many improvements for us.” – Catherine Swingle, COO, Advantage Design Group In this case study, Catherine Swingle shares how Advantage Design Group revolutionized their sales process with Dynamics CRM and the Optrua Care Plan. By implementing a new automated sales flow, Optrua helped drive more sales leads, cut database storage costs, and significantly increase sales revenue. Results from working with Optrua: ✅ 80% More Sales Leads – “helped us gain 80% more sales leads.” ✅ Higher Revenue – “increased sales revenue.” ✅ Lower Costs – “reduced database storage costs.” ✅ Smarter Automation – “implemented a new automated sales flow that now drives leads.” ✅ More Efficient Operations – “Outsourcing to Optrua made a lot of sense.” Struggling with sales inefficiencies? Watch now to see how Optrua’s automation solutions and CRM optimization can transform your sales process! Have questions? Drop them in the comments below! Like and Subscribe to learn more about CRM automation, sales success, and digital transformation!

Transform Your Business with Optrua - Dynamics CRM & PowerApps Experts Discover why Optrua is the premier choice for Dynamics CRM and Microsoft Power Platform solutions. At Optrua, we are committed to delivering transformative business outcomes through expertly tailored CRM and PowerApps services. Our approach combines productivity, innovation, and a deep understanding of your business needs to ensure your technology investments yield substantial returns. What Sets Optrua Apart? 1. Expertise: Tap into decades of combined experience with Dynamics CRM and PowerApps to elevate your business processes. 2. Custom Solutions: Enjoy bespoke solutions that are meticulously designed to fit your unique business requirements. 3. Continuous Support: Benefit from ongoing support and proactive enhancements that keep your systems efficient and ahead of the curve. 4. Values-Driven Service: Experience a partnership founded on integrity, accountability, and a commitment to your success. 5. Innovative Approach: Leverage cutting-edge solutions that simplify complex challenges and drive significant business impact. Why Trust Optrua? We're not just consultants; we're your strategic partners in navigating the complexities of CRM technologies. We pride ourselves on creating environments where your business can thrive through enhanced efficiencies and optimized operations. Engage with Us To see how Optrua can make a difference in your business, visit our website at www.optrua.com or contact us directly to discuss your needs and how we can meet them. Embrace the future of business technology with Optrua, where your success is our mission.

Unlock Your Business Potential with Optrua Care Plans Welcome to Optrua, where your Dynamics 365 CRM and Microsoft Power Platform systems receive the ultimate care package. Our Optrua Care Plans are designed to optimize every aspect of your systems, ensuring they perform at their peak while aligning with your strategic business goals. Discover how our tailored services can transform your CRM experience and drive significant business outcomes. Why Choose Optrua Care Plans? 1. Strategic Planning: Engage in comprehensive planning sessions with our experts to develop a Strategic Roadmap. We prioritize impactful CRM enhancements that align perfectly with your business needs. 2. Expert Guidance: With direct access to our seasoned team of CRM and Power Platform specialists, your business will leverage decades of expertise to maximize your technology investments. 3. Proactive Maintenance: Enjoy peace of mind with continuous system monitoring. We proactively maintain your systems to prevent issues before they arise, ensuring your operations always run smoothly. 4. Priority Response: When issues do surface, our priority response guarantees they are addressed swiftly, minimizing downtime and maintaining continuity. 5. Cost Efficiency: Benefit from structured planning that not only fits your budget but also delivers incremental value, steering clear of unpredictable ad-hoc support costs. 6. Agile Development: Utilize agile methodologies that facilitate the rapid delivery of new features and fixes, significantly reducing downtime and boosting productivity. 7. Enhanced Training: Empower your team with specialized training sessions tailored to enhance user adoption and operational efficiency of your CRM system. Comprehensive Coverage for Every Need Our Care Plans come in three tailored tiers designed to cater to diverse business needs: * Pro Plus: For businesses looking for extensive enhancements and support, including 60 development hours per month. * Pro: Ideal for companies needing balanced enhancement and support with 40 development hours. * Team: Best suited for smaller teams requiring basic enhancements and support with 25 development hours. Your Investment, Maximized With Optrua Care Plans, you're not just maintaining your system; you're elevating it. From routine maintenance to strategic enhancements, we ensure that your CRM ecosystem not only survives but thrives. Interested in learning more about how Optrua can help your business reach its full potential? Visit our website at www.optrua.com or Book a Meeting directly through this link to discuss your specific needs with our experts.

If you are curious about AI’s real impact on business, watch this informative on-demand webinar. During this webinar, we will provide clarity and insights about AI's storied past, its impactful present, and its boundless future. Gain expert executive insights that demystify the hype and showcase practical applications for roles in sales, eCommerce, and customer engagement. Webinar Highlights: • The Historical Evolution of AI • Modern AI: Hype vs. Reality • Executive Insights: Harnessing AI in Business • AI Applications in Today’s Business World • Future of AI: The New Frontier Why It Matters: For business executives navigating the transformative landscape of AI, gaining knowledge about AI’s potential and implications will make a significant impact how you operate and grow your business. Don’t miss this opportunity to remain at the forefront of innovation and be part of the AI evolution.

Updating a group of records at the same time can be done with Bulk Edit in Dynamics 365 CRM. This video shows you how.

Everyone is talking about Apps. What is an App in Dynamics 365 CRM and how do you see which ones you have?

Quick 30 second video shows how to set you Dynamics 365 Email signature template by copying your existing Outlook Email signature

This video short shows the Dynamics 365 CRM Personal settings screen

You can create a personal view then assign or share that view to another user. This is a great practice for managers or power users helping to build consistent business processes. This 5-minute video provides a quick explanation of the difference between these two features. Views are an important part of D365 CRM that are used every time you navigate to a table, or search for data. Spend time helping your D365 CRM users get the most out of views to save time finding data. Follow Optrua: • Twitter: https://twitter.com/crmgurus • Facebook: https://www.facebook.com/Optrua • Website: https://www.optrua.com • TikTok: https://www.tiktok.com/@optrua?lang=en

Views are a fundamental part of CRM that are used every time you navigate to a table, or search for data. You can used views to easily sort and filter data to locate a single or group of records. This 5-minute video shows a quick walkthrough of how views work in D365 CRM. Views are a fundamental part of D365 CRM and are incredibly helpful when you navigate to a table, or search for data. Spend time optimizing your D365 CRM views to save time finding data. Follow Optrua: • Twitter: https://twitter.com/crmgurus • Facebook: https://www.facebook.com/Optrua • Website: https://www.optrua.com • TikTok: https://www.tiktok.com/@optrua

Your business is unique to you. The default system views are setup in a generic fashion and need to be configured to the way you run business. Also, by default, there are way too many system views which may overwhelm users. Optimize D365 CRM by configuring views with the correct fields for your business, and by hiding unused system views. Views are a fundamental part of D365 CRM that are used every time you navigate to a table, or search for data. Spend time optimizing your D365 CRM view to save time finding data. Follow Optrua: • Twitter: https://twitter.com/crmgurus • Facebook: https://www.facebook.com/Optrua • Website: https://www.optrua.com • TikTok: https://www.tiktok.com/@optrua