Top 5 Things Your CRM Administrator Needs to Know!

Are you and your organization new to Dynamics 365? Are you feeling a little overwhelmed with all the information and learning materials, but don’t know where to start? At CRM Dynamics an HSO Company we recognize that “with great power comes great responsibility” and this is especially true if you are chosen as the Administrator for your organization’s Customer Relationship Management Solution.

As such, our solution experts have come together and compiled a list of the top questions they receive from newly appointed administrators – and we’re bringing that list to you in the form of step-by-step blogs. Read along to learn a little something new!

1. Creating Solutions to Make Minor Changes

Creating Solutions are an important way to track changes and manage customizations in your CRM via Power Apps. By using custom solutions to make changes, you are creating a ‘paper-trail’ of the components you have customized and maintaining a clean back-end for your entire team. To learn how to keep your back-end neat and tidy read more about creating solutions. Read More…

2. Adding a New User in Dynamics 365

With the inevitable growing of your team, this is a task you’ll need to know how to accomplish! Learn how to set up a new user in Dynamics 365 using your Admin Power Platform Portal. Read More…

3. Creating Custom Views to Drive Your Data

Our Dynamics 365 CRMs are collecting data every day but if we aren’t constantly looking to best present and analyze this data, we aren’t using our data to its fullest extent! Read to learn how creating custom views can drive your data within Dynamics 365 CRM. Read More…

4. How to Configure Your Email in Dynamics 365

Explore some of the reasons your Outlook could have stopped sending or receiving emails! For many of us, our email is integral to our day to day- whether it is for communication, calendar use, joining meetings or anything else! Keep your Outlook configured with Dynamics 365 by following some simple steps. Read More…

5. How to Create Workflows in Dynamics 365

Workflows in Dynamics 365 are created by users to automate certain business processes without the need for user interaction. Creating small workflows are great ways for non-developers to optimize certain processes and make the most of out of their CRM. You can even have certain team members notified when you’ve reached a certain threshold in the sales cycle or notify management when it’s time for them to sign a document! The possibilities are endless. Read More…

Ensure you and your team are optimizing your CRM even further by Speaking to an Expert at CRM Dynamics an HSO Company today.