Notes, tasks, email, and other assorted CRM activities Import data from Microsoft Excel or other sources. Visualize data in different dashboard charts and for other fields. 21ĭrill in to see the data that makes up a chart on a dashboard. 19Įdited data can be saved automatically. Get back to the records you viewed most recently. What are accounts, contacts, leads, and opportunities for?. How Microsoft Dynamics CRM data is organized.
Security settings-What if you can’t access a feature?. What if your screens look different from what you see here?. Microsoft Dynamics CRM 2015 (on-premises) Microsoft CRM Basics Training - Presented by Atidan To find more eBooks, videos, and other great content to help you get the most out of Microsoft Dynamics CRM, check out the CRM Customer Center (from a connected computer, tablet, or phone. To make it easier for you to create your own training materials, we’re even giving you a link to our editable files, so that you can replace screen shots, change the text, or use your own logo – whatever works to make the training materials match your system and style. Use this guide to create your own training materials, if you want Or, if you’re the person responsible for training people at your organization, you can walk through the topics in the training sessions you do with employees. You can read the guide straight through in order, or only read the topics you’re interested in. Get valuable learning even if your system has been customizedĮven if your system has been customized to match your business (and you use different names or your screens look different), you’ll still find the CRM Basics guide useful, because we only included tasks that anyone using the system would do, no matter how the screens have been changed. (Think bite-sized servings of info that you can really use. We only included just what you need to know to get productive right away, and we kept every topic as short as possible. The Microsoft Dynamics CRM Basics guide contains the essentials you need to know to navigate the system, enter data, and move your customers through the sales cycle or resolve a service issue successfully.