🌐 Public

Getting Started with Microsoft CRM

By Waqas Zahoor

Introduction

Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft. Out of the box, the product focuses mainly on Sales, Marketing, and Service (help desk) sectors, but Microsoft has been marketing Dynamics CRM as an XRM platform and has been encouraging partners to use its proprietary (.NET based) framework to customize it to meet many different demands.

Waqas Zahoor — co-founder @markuphub

Added by Waqas Zahoor: “This chapter will cover searching and navigating Microsoft Dynamics CRM so you can find the information you need. Click through to any of the following sections for detailed descriptions and step-by-step guides

1 Searching and Navigation

Added by Waqas Zahoor: “Part of the user adoption strategy for any business application is making sure it is accessible to the users in a way that makes sense for their job role. Microsoft Dynamics CRM offers flexibility in the location of the application (either On-Premise, Online, or Partner Hosted) and also the method by which it can be accessed. Jump to the following sections to learn more about methods for accessing CRM:

2 Accessing CRM

Part of the user adoption strategy for any business application is making sure it is accessible to the users in a way that makes sense for their job role. Microsoft Dynamics CRM offers flexibility in the location of the application (either On-Premise, Online, or Partner Hosted) and also the method by which it can be accessed. Jump to the following

3 Navigating CRM

There are some core concepts to understand about navigating Microsoft Dynamics CRM. If you have experience using Microsoft Office applications, you will find the interface very familiar. Here are the basic concepts: The ribbon appears at the top of the screen and provides users with actions related to the content on the screen. It is context sensitive, meaning it only

4 Understanding CRM Records

Microsoft Dynamics CRM records have some core components that are consistent throughout the application. StatusIndicates whether the record is active or inactive. Active records can be edited and assigned by users who have access to do so. Inactive records are read-only, meaning they may not be edited. Depending on the type of record, there may be more than one active

5 Understanding Accounts and Contacts

The core of Microsoft Dynamic CRM functionality is relationship management. It is designed to manage business-to-business (B2B) relationships-that is, relationships with other organizations and the contacts working at those organizations. Microsoft Dynamics CRM can also manage business-to-consumer (B2C) relationships, meaning relationships with individuals not associated with a specific organization. Regardless of your industry or whether your organization is for profit

7 Searching CRM

Microsoft Dynamics CRM is excellent at surfacing information with its query and filter capabilities. A basic search can be done with quick search and more advanced searching and filtering is done with the advanced find. But much can be done with a basic filter. Use the links below to jump to different sections on search options and learn more about

8 Setting Personal Options

Personal options in Dynamics CRM are preferences the individual user can set for themselves. From the web client, personal options can be founder under the gear on the top right hand side of your screen. Click on the Gear > Options. From the Outlook client, they are under File > CRM > Options. While there are numerous personal options, here

nagor

Freshman

  • 0 Playlists
  • 0 Followers

Heather Butler

Freshman

  • 0 Playlists
  • 0 Followers

abdallah alshaer

big ambition and crazy dream

  • 0 Playlists
  • 0 Followers

ammark226

Freshman

  • 0 Playlists
  • 0 Followers

kanishk

Freshman

  • 0 Playlists
  • 0 Followers

Genson Glier

Professional Mentor @ Mentor Pro w/expertise in Leadership|Organisational|Health|Fitness Coaching

  • 0 Playlists
  • 0 Followers

sowhat

Freshman

  • 0 Playlists
  • 0 Followers

Alden Leong Qi Wen

Freshman

  • 0 Playlists
  • 0 Followers

Roberto Sedda

Reliable, adaptable, enthusiastic, intelligent, honest, loyal, meticulous, perseverant, rigorous, stubborn…& many more ! Result minded, ...

  • 0 Playlists
  • 0 Followers

opp

Freshman

  • 0 Playlists
  • 0 Followers

liechpesa

Freshman

  • 0 Playlists
  • 0 Followers

Julian Hristov

Freshman

  • 0 Playlists
  • 0 Followers

dayana_2991

Freshman

  • 0 Playlists
  • 0 Followers

Vũ Nhật Trường

Freshman

  • 0 Playlists
  • 0 Followers

Victor Kan

Freshman

  • 0 Playlists
  • 0 Followers

M. K. Murongazvombo

Major in Business & Computer Science -- MBA/Msc Candidate -- World Economic Forum -- Past ...

  • 0 Playlists
  • 0 Followers

Aileen Yong

Freshman

  • 0 Playlists
  • 0 Followers

Cesar Estrada

Science and technology are my main interests

  • 0 Playlists
  • 0 Followers

infaman

Freshman

  • 0 Playlists
  • 0 Followers

deepakk

Freshman

  • 0 Playlists
  • 0 Followers
Load more

Delete your comment

Are you sure you want to delete your comment?