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So365 One Video Guides
Short walkthroughs to help you understand how the core modules work in practice
These video guides provide a practical overview of the So365 One platform’s core modules - CRM, Projects and Cases - showing how each works inside Microsoft 365 and how they fit together in day‑to‑day use.
They’re designed to help you understand structure, flow and common scenarios, whether you’re exploring the platform or supporting rollout and adoption.
Some videos were recorded prior to our recent product renaming and may reference earlier names. The functionality shown remains current and accurate.
CRM video guides
Guided walkthroughs showing how CRM works inside Microsoft 365, covering leads, opportunities, accounts & contacts.
SoCRM Video Guides
Projects video guides
Step‑by‑step overviews of project delivery, covering project setup, task management, documents, reporting and visibility.
Cases video guides
Walkthroughs demonstrating how to handle enquiries, requests and internal casework with a structured, auditable approach inside Microsoft 365.
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