Are you considering Microsoft Dynamics CRM 2011 as either your company’s first CRM system or as a replacement for another system, but haven’t yet made the leap? Are you worried that getting your new system up and running will take a lot of time and effort on the part of yourself and your staff? We understand; many of our customers once shared your concerns.
Here’s the good news, moving to a new CRM system doesn’t have to be difficult. Microsoft has recently released Quickstart guides for Dynamics CRM 2011, one for business users and one for those who will access Dynamics CRM mainly through Outlook. These guides give you step-by-step instructions for some of the most commonly used tasks in Microsoft Dynamics CRM. A few of these include:
- personalizing your dashboard
- running a report
- filtering lists
Better yet, if the instructions included on any of the topics in the Quickstart guide are not detailed enough for you, each topic heading is a link that will take you to a complete set of instructions for that task on the Microsoft website.
Once you’ve had a chance to take a look at these Quickstart guides, we hope you’ll see that moving to a new CRM system does not have to be a daunting task. When you choose an experienced partner like us to implement your new system and then have easy to follow instruction manuals like these, getting a new CRM system up and running in your organization is simpler than you might have imagined.
If you want to learn more about Microsoft Dynamics CRM 2011 or are ready to get started on your own custom implementation, contact Intelligent Technologies today! We look forward to hearing from you.
By: Laura Heinbockel,Intelligent Technologies Inc., a North Carolina Microsoft Dynamics CRM Partner
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