Summary

If you are a licensed user of Dynamics 365 CRM, you will be given access, in a browser of your choice, to an application to access and manipulate your Dynamics 365 data.

You might also have access to additional applications or even custom developed applications specific to your company and/or user profile.

To see the applications that are available to you, simply click on the name of your app for a screen to pop. This will then show you your applications, as illustrated below.

What are the standard applications?

NOTE: In addition to the above, there are a number of other applications such as Surveys and Voice of the Customer. Access and visibility will be very much dependent on the Dynamics 365 setup and your user profile.

What if I have custom applications?

You might find that your Dynamics 365 provider (GCC) has configured a custom application which is tailored to your specific requirements. This might therefore show more or less data, forms, and views.

For instance, you might have a custom table called Projects which is only available on your companies’ custom application.

Your user profile would have to have been granted access to this app for it to be shown on the list of available applications.

What can I find in an application?

Further Information

If you have any questions about this or need assistance, then please contact the GCC Group Support Team on 0345 260 1151 or servicedesk@gccgroup.co.uk

Microsoft Dynamics 365 CRM

Deliver dynamic insights to transform your sales team and build lasting customer relationships.

Microsoft Dynamics 365 CRM is a comprehensive customer relationship management software, used by small medium & enterprise sized businesses, to give you and your team the power to drive sales growth.

Connect your sales, marketing, and service teams with Microsoft 365 CRM – breaking down any data silos.

Dynamics 365 CRM offers a choice of role-based CRM modules: sales, marketing, customer service & field service – simply choose which modules are needed for your business.

This progressive technology helps you to:

• Generate insights

• Analyse performance

• Attract new customers

• Retain existing customers

Speak to a member of the GCC team to find out more.