Introduction

If your organization has customers, you need a software system to help you manage your customer information. Unfortunately, many companies today are stuck using antiquated customer systems that don’t integrate with Microsoft Office Outlook, aren’t available from the Web, and can’t be accessed via mobile devices. Even worse, some companies rely on Outlook contacts and Microsoft Office Excel files for precious customer data, making team collaboration on these records very difficult.

You probably already know that Microsoft offers a Customer Relationship Management (CRM) software solution as part of its Dynamics family. Microsoft Dynamics CRM is an easy-to-use application that businesses of all sizes and types can utilize. One of Microsoft ...

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