Chapter 4. Data and Document Management
One of the primary goals of most CRM systems is to make users more productive and efficient with their time. In today’s world of knowledge workers, most employees spend a lot of time each day interacting with data and documents. Therefore, it makes sense that any CRM system should provide excellent data and document management tools. In this chapter, we’ll review the key capabilities in Microsoft Dynamics CRM related to:
Data Management
Document Management
Data Management
A CRM system can provide your organization lots of great benefits, but poor data quality in your database can eliminate many of the best benefits. Many times you’ll hear the expression ...
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