The Microsoft Dynamics 365 9.0 update is here, and there’s lots to like about it. Mariam shows you her top five favorite things about the update!
In this episode of CRM Secrets, Mariam shows you how the Credit Application Processor add-on can reduce errors and save you time on your credit applications!
Mariam introduces you to the basic functions of CRM: tracking accounts, contacts, and activities; searching, viewing, and adding to records; and the benefits of cloud-based CRM!
Sometimes Dynamics 365 for Sales CRM loads the mobile version when you try to log in. This is especially common for Mac users. Mariam shows you a super simple workaround!
Mariam shows you how to add a field to mark incomplete records, create a dashboard to view those records, and enact processes to keep your records complete and up to date!