CRM Software Logo

Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 
xRM³, Inc.

4 Most Important Sales Records in Microsoft Dynamics CRM

Email | Print

There are many different record types in Microsoft Dynamics CRM. I recommend that salespeople first focus on the 4 most important sales records in Microsoft Dynamics CRM. These are the ones that will make the biggest impact on sales results. The short video below explains how to use these records to your advantage.

New CRM Sales users should concentrate on these 4 CRM records. They will help you organize daily sales activities, keep track of customers, and close more business.

  1. Account
  2. Contact
  3. Lead
  4. Opportunity

 

Click on image below to see the video

4 Records

 

Review the video as many times as necessary to get a grasp on how to use these records. This will make it easier for you to maximize the value of your Dynamics CRM system.

For more information, visit http://xrmcubed.com or contact me with your question.

By Mark Abes/Vice President Sales & Marketing of xRM³, a Microsoft Partner specializing in Dynamics CRM consulting, implementation, integration, and administrative services. Based in San Diego County Southern California.

by xRM3

Comments are closed.

 

 
 
Show Buttons
Hide Buttons