Manage data

Manage data Set up duplicate detection rules to keep your data clean Run bulk system jobs to detect duplicate records Turn duplicate detection rules on or off for the whole organisation Delete bulk records View and take action on bulk deletion jobs Monitor and manage system jobs Send bulk email to customers Add or remove […]

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Set up rules to automatically create or update records in CRM

Set up rules to automatically create or update records in CRM Overview Every organisation has multiple applications to capture customer interactions. An ability to channel external data into the Microsoft Dynamics CRM records can significantly improve the efficiency of your sales, marketing, and service teams, and increase the quality of your data. You can now […]

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Print leads, quotes, and other records

Print leads, quotes, and other records When you need a paper copy of a record such as a contact, lead, quote, or invoice, you can print records individually or in a list. Print an individual record Go to the record you want to print. For example, to print a lead, go to Sales > Leads […]

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