Understanding Dynamics CRM Basics What is Dynamics CRM? First off, let’s chat about what Dynamics CRM is. It’s a powerful customer relationship management tool from Microsoft that helps businesses manage their interactions with customers and potential clients. Just picture it as a central hub where all customer-related data, interactions, and insights come together. Sounds cool, […]
Explore Free Online Resources Utilize Microsoft’s Own Learning Platform One of the best ways I started learning Dynamics CRM was by diving into Microsoft’s own resources. The Microsoft Learn platform offers a ton of free modules and learning paths specifically for Dynamics CRM. They have designated tracks for different skill levels, so whether you are
Understand Your User Requirements Identifying Users’ Needs First things first, before diving into the nitty-gritty of assigning a Deltek CRM license, it’s essential to understand the users. Each team member has unique needs from the CRM system. For example, project managers may require features that differ from those preferred by sales staff. Take a moment