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Customer experience | Sales, Customer Insights,...
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Manage a CRM project

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Posted on by 35

Good morning,

I'm a student, in Master Computer Science-Application Developer. I have a CRM project that I have to carry out on Dynamics 365 CRM Online. I'm currently working on the evaluation version.

 

**********************COMPANY WISHES**********************

She wants to:

  • to manage customer relations;
  • manage marketing campaigns;
  • issue quotes, purchase orders and invoices;
  • follow up on deliveries;
  • share data from Dynamics 365 CRM to SAGE to track invoices.

 

****************** TECHNICAL CHOICE (Personal choice) ******************

  • the CRM application chosen is Dynamics 365 Sales ;
  • the company would like its sales people to use the mobile versions. After a few tests, I realized that the application was not working well. So I decided to have them all work on the web version.

 

******************************CHALLENGES******************************

For me, the challenges would be:

  • do the basic configuration of Dynamics 365 CRM (just after its deployment);
  • configuring the users;
  • do the training;
  • ensure the operation of the work tool (Dynamics 365 CRM)

 

First of all, I would like to thank you very much for taking the time to read my concern, and I need advice and all other things (courses, tutorials, etc.) that can help me better understand and reach my goals.

Also, please excuse me for my English, I am currently doing English classes.

Thank you very much.

  • Verified answer
    Doher Drizzle Profile Picture
    Doher Drizzle 115 Most Valuable Professional on at
    RE: Manage a CRM project

    Solutions:

    1. Basic Configuration Documentation

    a. Microsoft Learn - docs.microsoft.com/.../

    b. Microsoft Documentation - docs.microsoft.com/.../help-hub

    2. Configuring Users - docs.microsoft.com/.../create-users-assign-online-security-roles

    3. Training - You can utilise the modules on Microsoft Learn too

    docs.microsoft.com/.../

  • meelamri Profile Picture
    meelamri 13,212 User Group Leader on at
    RE: Manage a CRM project

    Hi mohammed,

    Please don't to click yes to close this thread if my response is useful

  • Verified answer
    meelamri Profile Picture
    meelamri 13,212 User Group Leader on at
    RE: Manage a CRM project

    Hi Mohammed,  good to see you again !!

  • Suggested answer
    RE: Manage a CRM project

    Hi Partner,

    You can refer to the link https://docs.microsoft.com/en-us/dynamics365/

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