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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Policy Manual
Microsoft Dynamics CRM (Archived)

Policy Manual

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Posted on by Molly.M 40

Has anyone created a policy Manual for the CRM system?  We would like to create a document with regulations for using the system as well as guidlines for users.  Has anyone found any resources that help with this?  We are mainly looking for guidance and examples.

 

 

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  • Mohammad Atif Profile Picture
    Mohammad Atif on at

    Hi Molly,

    Could you please be more specific on what type of Doc yu are requesting for. May be i will be able to help you to share this infortaion.

    Thanks,

    Mohammad

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