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.
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