Chapter 2. Getting Around in Microsoft Dynamics CRM
Chapter at a Glance
In this chapter, you will learn to: | |
✓ | Understand and work with the components of the user interface. |
✓ | Use Microsoft Dynamics CRM views to work with records. |
✓ | Use Quick Find to search for records in a view. |
✓ | Modify your personal options to suit your individual preferences. |
✓ | Work with lookup fields and use the automatic resolution feature. |
✓ | Use the Resource Center to learn more about Microsoft Dynamics CRM. |
✓ | Access software help within the system. |
Before you can track and manage customer data in Microsoft Dynamics CRM, you need to know how to work in the user interface.
In this ...
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