Accessing Dynamics 365:


To access our CRM system, go to: https://848new.crm4.dynamics.com and log in with your Office 365 credentials.



Our clients are in CRM as Accounts and Contacts.

Account = A Company/Organisation record

Contact = An individual



Searching for a client (Account/Contact):


Click the Magnifying Glass Icon that is to the right of the Navigation Bar that runs across the top of the screen. 

This will Drop down a Search Bar – that you can type in your search terms to find the Client you are looking for.

The search functionality also allows for a wild card search – if you add an * before the search term.

Then simply select the record that you are looking for – for Clients an Account record represents an organisation whereas a contact represents an individual.