Microsoft dynamics crm tutorial for beginners
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What was previously sold as Dynamics CRM has now been split into four apps Dynamics 365 for Sales, Dynamics 365 for Customer Service, Dynamics 365 for Field Service, and Dynamics 365 for Project Service Automation.įor brevity, the rest of this FAQ will refer to these CRM apps collectively as Dynamics 365. Within Dynamics 365 there are nine major apps, some CRM and some ERP. Some of the apps’ functionality was spun off into smaller, modular software, so businesses can pick and choose the features they want.
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Dynamics AX became Dynamics 365 for Finance and Operations, Dynamics CRM became Dynamics 365 for Sales, and Dynamics NAV was revamped as Dynamics 365 Business Central.
Microsoft dynamics crm tutorial for beginners software#
In November 2016, Microsoft rebranded its Dynamics suite, rolling all of its CRM and ERP products into one umbrella product Dynamics 365.ĭynamics GP and Dynamics SL remain standalone products, but the other software was renamed and rolled into Dynamics 365. Originally launched in 2003, the Dynamics suite was made up of five products: Dynamics NAV, Dynamics AX, Dynamics GP, and Dynamics SL, all ERP software and Dynamics CRM. This allows a business to build a complete picture of its relationship with its customers so that the customer journey can be personalized.ĭynamics AX is part of the Microsoft Dynamics suite, which contains both ERP and CRM software (which Microsoft now refers to as “apps”). Through the software, users can contact customers and leads, which records and tracks every customer interaction. It’s a customer relationship management software that helps businesses manage their customer database, generate new leads, engage with their customers, and resolve customer service issues.Īt its most basic level, it’s a database which helps businesses to organize and manage their customer and lead data. Check out our Dynamics CRM FAQ to get the skinny on this leading customer relationship software.ĭynamics CRM: the basics What is Dynamics CRM?ĭynamics CRM is a piece of business software, made by Microsoft. So, if you’ve got questions about Dynamics CRM, we’ve got the answers. Thinking about implementing Dynamics CRM in your business?ĭeciding on a CRM vendor can be tricky it gets even trickier when you’re sizing up Microsoft Dynamics CRM, with its recent rebrand and multitude of licensing and deployment options.