Here are our top four tips on: How to make the most of your CRM this week:
1. Pinning Records
2. Using Global Search
When you will login to CRM, you will see a search text box in top navigation bar,
then CRM will list out all the configured entity records if found.
3. Using Quick Create
Quick create Data Fast
With Quick Create, you need to complete only a few fields. Later, when you have more time or more information, you can fill in more details.
You can quickly create:
• Campaign responses
• Activities: tasks, phone calls, email, or appointments
4 Sharing records quickly
The email a link feature in Dynamics CRM is a great tool when you are working on a record in Dynamics CRM and need input from another person in your group. Whether it is something you are seeing, not seeing or just need another pair of eyes to check it over you can easily have them check it out with the Email A Link feature. Here is how you can do it!
• Open the record you want to send a link for.
• In the ribbon, click the button called “EMAIL A LINK”. This will open an email message window with the record link already in the body.
• Fill out the email recipient and send the email as you normally would