If you're like me, walking into the wide world of CRM can make the word "intimidating " look like an understatement. For those of you out there who are looking to get your start in Microsoft Dynamics CRM, but have no idea where to run first, we're here to help. The purpose of this post is to give the new users (or the soon-to-be new users) out there an overview of what Microsoft Dynamics CRM is and provide a quick and easy way to get your start with Dynamics CRM to avoid the overwhelming feeling that can ensue from attempting to understand this massive application. Whether you just need to know enough about CRM to get by, or you are about to dive in to discovering all that CRM has to offer, take a look at the resources and articles below to start navigating the waters of Dynamics CRM.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.