Quckstart Guide Offers Great Tips and Tricks for Microsoft Dynamics CRM Beginners

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One of the many things that make Microsoft Dynamics CRM so popular among businesses of all sizes is the ease with which users can get up and running.  Unlike many competing systems, Dynamics CRM’s user interface looks and feels remarkably similar to the Microsoft Office software so many of us depend on to get our jobs done.  This instant familiarity means that your people will be able to spend less time on tedious training and more time focusing on what’s important—serving your customers.

To make it even easier for new users to get started with Dynamics CRM, Microsoft offers a handy quick start guide that gives easy to follow, step by step instructions describing how to perform several common tasks in Dynamics CRM, including:

  • Personalizing the system
  • Importing data
  • Running reports
  • Filtering lists
  • Assigning and sharing records

And more.

To see for yourself just how easy Microsoft Dynamics CRM makes these important tasks, download the Dynamics CRM Quickstart guide.

If you’re reading this and find yourself wishing that your current CRM system was this easy to use, contact us.  We can help your organization make the move to Dynamics CRM.

By: Laura Heinbockel, Intelligent Technologies, Inc., a NC Microsoft Dynamics partner

1 thought on “Quckstart Guide Offers Great Tips and Tricks for Microsoft Dynamics CRM Beginners”

  1. Microsoft offers many types of upgrades for your software. You can go online and look over the newest upgrades and see which features may suit your needs the most. It isn't required that you get an upgrade, but it can help you enjoy the latest advancements in resource management

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