If you’re running a small or medium-sized business, you’ve probably heard the term ‘CRM system’ mentioned. But what exactly is it, and why should you care? A CRM stands for
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DYNAMICS 365 SALES TIPS See the full picture of your customer interactions, all in one place. Why it’s important to set activities (calls, tasks, emails, appointments) against the right records
DYNAMICS 365 SALES TIPS How to find records in Dynamics 365 using the global search bar. See how the results are grouped and how you can filter them down further
DYNAMICS 365 SALES TIPS How to move between records in Dynamics without having to click in and out of list pages. This is a great tip if you’re looking for
DYNAMICS 365 SALES TIPS How to change which screens appear when you first log in to Dynamics. Getting you straight to the sections that you use most After you’ve pressed
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