Accessing Customer Data with Microsoft Dynamics CRM

How much time do you spend in the course of a day, week, or month looking for demographic, sales, or service information about your customers? Probably more than you think!    

Microsoft Dynamics CRM provides a default view of the records owned by each user depending on the record type.  Users with the customizer role can create views of account or contact lists and publish those views.

Simply typing into the search field at the top of any entity list will return results immediately. Microsoft Dynamics CRM Advanced Find is very powerful and can be used to create and save personal views that can be shared with other users. The results of an Advanced Find can be exported to Excel. These techniques should save you time each day so you have more time to take better care of your priceless customers.

Sherwood Systems, a Microsoft Gold Certified Partner, provides Microsoft Dynamics GP and Microsoft Dynamics CRM (Customer Relationship Management) business management and accounting software for small to midsize businesses in the U.S. with an emphasis on customers in Arizona, New Mexico and Nevada.

by Sherwood Systems, Microsoft Dynamics CRM Partner for Arizona

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