Manage users and set up security

Manage users and set up security Understand security roles Manage security settings View your user profile Add and manage users, and set security roles Assign a security role to a user Create or edit a team Enable or disable security for a field Set up security permissions for a field Secure sensitive data by enabling […]

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Work with marketing campaigns

Work with marketing campaigns Get started with CRM marketing Create a marketing list in the CRM marketing work area Create or edit a campaign in the CRM marketing work area Create a quick campaign in the CRM marketing work area Add an activity to a campaign in the CRM marketing work area Add a marketing […]

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View, block, or deactivate a social profile

View, block, or deactivate a social profile Track the high influencers, and the customers for your business, and save them as contacts in Microsoft Dynamics CRM with their social profile information. You may want to get in touch with these resources later, for marketing or brand building purposes. With the social care sample, you can […]

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