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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / New to MD CRM
Customer experience | Sales, Customer Insights,...
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New to MD CRM

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Posted on by JG-27040835-0
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 
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  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    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.
     
    Use Dynamics Sales to enable salespeople to build strong relationships with customers, act on insights, and close deals faster.
     
    In Customer Insights - Journeys, build journeys to reach customers through multiple touchpoints and develop relationships with potential customers through sales and support.
     
    You can refer to the following link to learn how Dynamics 365 can be applied to your insurance business.
     
    Best Regards,
    Dengliang Li

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