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So365 One Video Guides

Explore So365 One in more depth with our collection of quick video guides.

Browse step-by-step walkthroughs for each module - SoCRM, SoProjects, and SoCases - to see key features and workflows in action, all within Microsoft 365. Whether you’re new to So365 One or looking to master advanced functions, these videos will help you get the most from your platform.

Select a module below to get started:

Manage leads, opportunities, accounts, and forecasts with dashboards and pipeline tracking.

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Plan, assign, and track project work with full visibility, resource management, timesheets, and reporting.

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Log, triage, and resolve cases with SLA-driven workflows, dashboards, and full activity history.

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Learn more about the So365 One platform

VIDEO GUIDES

Watch walkthroughs of key sales features including lead management, pipeline tracking, and forecasting.

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SoCRM - Account Management

SoCRM - Contact Management

SoCRM - Lead Tracking and Qualification

SoCRM - Opportunity and Pipeline Management

SoCRM - Activities and Communication

SoCRM - Unified Dashboards and Reporting

Learn more about SoCRM and how it supports sales management.

SoCRM Video Guides

SoProjects Video Guides

VIDEO GUIDES

Explore videos covering project setup, resource allocation, timesheets, and reporting.

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SoProjects - Accessing Projects

SoProjects - Project Details

SoProjects - Managing Deliverables

SoProjects - Resource Assignments

SoProjects - Project Templates

SoProjects - Timesheet Capabilities

SoProjects - Activities and Communication

SoProjects - Managing Associates

SoProjects - Expenses and Invoices

SoProjects - Milestones and Reporting

Explore SoProjects for integrated project planning and delivery.

SoCases Video Guides

VIDEO GUIDES

See how to manage cases, track SLAs, and resolve issues efficiently.

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SoCases - Navigating the Cases Dashboard

SoCases - Creating a New Case

SoCases - Categories and Severities

SoCases - Case Status and Assignment

SoCases - Activities and Communication

SoCases - Merging Duplicate Cases

SoCases - Resolving and Closing Cases

Discover how SoCases streamlines case tracking and resolution.

Office Meeting

Ready to unify your business on one Microsoft 365-native platform?

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