Since the release of Dynamics 365, many British businesses have undoubtedly asked themselves whether this new cloud-based ERP (Enterprise Resource Planning) system is the right solution for them.
For more information or advice on how to best use Microsoft CRM for your business do get in touch.
The video link tutorial below takes you through setting up a template and then how to use the template when creating a contact.
The video link tutorial below takes you through setting up a simple advanced find that filters on two entities. It then shows how to save the find as a view and then share that view with others.