Do you know the reasons to use Dynamics 365 CRM?
Last updated by SSW.Rules.SharePointExtractor almost 4 years ago.See historyCRM is used to store and retrieve Client information, Opportunities, Projects, and Bookings.
- Contact details - You can use the mobile app if you’re out and about to get contact details (mobile number, email, or address) "What’s Mr. Northwind’s phone number?"
- Finding out info - View Power BI report to see who has been working for that client and when "In the past year, who has worked for Mr. Northwind?"
- Linking to the TimePro or Teams locations for a client "Mr. Northwind emailed me an important doc and I want to save it… Do they have an MS Team?"
- Entering or updating Opportunity or Project data (not Projects don't exist out of the box with CRM, but they’re easy customization to add) "I have to enter a timesheet but there’s no project… where do I add one?"
- User information "What is JK’s default rate and Title?"
- Booking yourself for a client or leave (if you don’t have access to Outlook) "I have to take tomorrow off but left my laptop at work… how can I put in leave?"
