Beginner 4 Hours
Introduction to CRM for Microsoft Dynamics 365
For those who have never worked with CRM for Dynamics 365 before, this course helps participants understand its built-in functionality. Participants will learn how to access CRM and the differences in the interfaces of CRM via the web, Outlook, and mobile. After surveying the sales, marketing, and service processes in the application, participants will learn the basic navigation of the application, including how to search and view records, add activities and notes, and personalize options.