CRM Basics

Account and contact records store much of the information that you and your team collect from your customers. You store data about companies you do busines

You can see how info is related or grouped by viewing accounts, products, or users in hierarchical charts.

You can send the same message to multiple recipients using email templates. This is known as direct or bulk emailing.

In Dynamics 365, you deactivate an account or contact rather than deleting it. This ensures the integrity of the audit trail associated with that record.

Each time you sign in to the system you’ll see a dashboard, which gives you easy-to-read charts and graphs.

Create rich, interactive reports and real-time visualizations in Dynamics 365 with Power BI dashboards and tiles that you add to your personal dashboards.

How to track your goals with charts.

Present large quantities of data in your organization in a more insightful and graphical way by creating useful charts in Dynamics 365.

You can drill down into a segment on a chart to filter chart data for that segment.

Reports help you manage your progress towards your goals and track trends by helping you see how you’re doing.

When you create a new report, share it with other people on your team or in your organization so that they can also benefit from it.

By default, a report is a personal report and can be used only by the author unless it is shared.

Download the report from Dynamics 365 to a computer that is set up with the report development environment, and then make necessary changes.

When you create a report, you have to decide which columns to include, the order in which they are displayed, and whether to group data into subcategories.

How to change the default filter to display the data you expect to see in the report.

How to easily add a custom report to Dynamics 365 that has been created outside of Dynamics 365

There are several possible reasons why data that you expect to be in a report does not appear.

Dynamics 365 includes many system reports that you can use to gain insights into how your business is doing. You can use these reports as is or customize.

Dynamics 365 includes many system reports that you can use to gain insights into how your business is doing.

Reports provide insights into your marketing efforts.

Reports provide insights into your sales efforts.

Reports provide insights into your product catalog:

Reports provide insights into your invoices, quotes and orders:

Reports provide insights into your customer service efforts.

Amin Reports provide customer service insights.

In Dynamics 365, you use activities to keep track of all your customer communications.

The activity and notes area helps you keep track of all the interactions with your customers. Record all important activities with customers.

Monitor real-time updates in the activity feed to stay current with fast-moving sales, customer projects, and marketing campaigns at your organization.

Block time to meet or talk to your customers by using appointments.

Cortana integration to help you keep track of important Dynamics 365 activities.

If your organization is set up to use Skype or Skype for Business, you can click a phone number to call your contacts from within Dynamics 365.

Use the calendar to view appointments and service activities you need to participate in.

Use an email signature in Dynamics 365 Customer Engagement to save time and be consistent in your responses. The owner of an email signature can be a user

Dynamics 365 (online) offers a number of tools for collaboration.

Yammer gives you one place to have conversations, create and edit documents, and share information with your colleagues.

Office 365 Groups are a shared workspace for email, conversations, files, and events where group members can collectively get stuff done.

frequently asked questions and known issues for Office 365 Groups

You can store your private documents by using the new OneDrive for Business option.

When you add a OneNote section to a notebook, it's shown individually within Dynamics 365 and in order of last modified time.

Frequently asked questions on OneNote.

With Dynamics 365, you can store your documents on SharePoint and manage them from within your app.

To keep track of all your customer data in one place, you may want to import contacts, leads, or other record types into Dynamics 365 from other sources.

Whether your contacts are stored in an email program, a spreadsheet, or on your phone, here’s how to import them into Dynamics 365 so you have all your bus

Whether your data is stored in spreadsheets, databases, or other systems, you’ll probably want to import the data into Dynamics 365.

Dynamics 365 helps you address potential duplicates by providing duplicate detection for accounts, contacts, and leads.

No need to leave Dynamics 365 to analyze your data. Now you can do a quick ad-hoc analysis using Microsoft Excel Online in Dynamics 365 (online).

Analyze your data from Dynamics 365 and convert that data into actionable items that help you drive more sales by using Excel Online to export your data.

You can export Dynamics 365 data to a Office Excel PivotTable to see patterns and trends in data.

The Dynamics 365 basics guide contains the essentials you need to know to navigate the system.