Dynamics CRM

Information on using and navigating Dynamics CRM

Accessing and Searching in Dynamics 365
Accessing Dynamics 365: To access our CRM system, go to: https://848new.crm4.dynamics.com and log in with your Office 365 credentials. Our clien...
Tue, 23 May, 2017 at 1:55 PM
Using the lightweight CRM app for Outlook to track emails and appointments in CRM
First things first! Firstly, ensure you have the app installed into your outlook client. If you do already – you will see the Dynamics 365 icon on t...
Tue, 23 May, 2017 at 5:16 PM
Adding Activities in CRM – Phone Calls and TASKS
This document will detail the process of adding Tasks and Phone Calls – as emails and appointments are more easily added via Outlook using the add-in. This ...
Tue, 23 May, 2017 at 1:50 PM