Dynamics Community Forum Thread Details

New to MD CRM

Hello,

I am new to Microsoft Dynamics 365 CRM. I am excited to learn more about what this CRM can do for my growing insurance agency. I signed up, so now what do I do? It would have been nice to receive a welcome to Dynamics email step 1. So, if anyone can please point me in the right direction. Maybe with a check list of tasks to complete. I would really applicate it. Thank you

Jay Gutierrez

Hi,

Dynamics 365 CRM contains some applications.

For example, you can use Customer Service to ensure that your organization is able to provide your customers with the best possible customer service experience.

Welcome to Dynamics 365 Customer Service | Microsoft Learn

Use Dynamics Sales to enable salespeople to build strong relationships with customers, act on insights, and close deals faster.

Welcome to Dynamics 365 Sales | Microsoft Learn

In Customer Insights - Journeys, build journeys to reach customers through multiple touchpoints and develop relationships with potential customers through sales and support.

Customer Insights - Journeys overview - Dynamics 365 Customer Insights | Microsoft Learn

You can refer to the following link to learn how Dynamics 365 can be applied to your insurance business.

How Insurance Agencies and Brokers are benefitting from using Dynamics 365 | Intelegain

Best Ways to Optimize Microsoft Dynamics 365 for Insurance Agents (integratz.com)

Best Regards,
Dengliang Li

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