MICROSOFT DYNAMICS 365 CRM REAL ESTATE UPDATE

Quick create for contacts, accounts and opportunities Think of it as a personal assistant if you will, for your sales organization, thatвЂ™s going to serve us up information and insights thatвЂ™s important to them and allow them to be more productive in their job. For instance, the notifications can keep track of new leads assigned to you and remind you if you havenвЂ™t responded to an opportunity in a few days. There is an assistant feature, which is really a great tool that allows you to stay on top of all of the notifications that are inside the system.

MICROSOFT DYNAMICS 365 CRM REAL ESTATE UPDATE

The task flow will walk them through a couple of quick questions to update information that you would need to have updated as part of your management process.

You can build out task flows that allow you to create some repetitive component to an individual task that you may have in the system.В Task flows allow you to take things that your sales organization does on a regular basis and streamline it in a little mini application. This allows you to get information more quickly without actually having to go to a list and doing a search or a filtered search from there. If you search a personвЂ™s name, for example, youвЂ™ll see if theyвЂ™re associated to a lead, their contact record, maybe some opportunities that theyвЂ™re associated with it. So first and foremost, if you look at the top in the banner bar, youвЂ™ll see a little magnifying glass, and that gives you the ability to search across multiple areas of the application. Navigating Microsoft Dynamics 365 CRM for Manufacturers Search

Now that weвЂ™ve started building our business case for CRM, letвЂ™s spend a few minutes getting familiar with general navigation and dashboards in Dynamics 365 CRM for manufacturers.

Microsoft dynamics 365 crm real estate