CRM 4.0 Tutorial

The Microsoft CRM 4.0 program is designed as an organizational software tool for businesses large and small. CRM is specifically made for reducing the time spent on managerial tasks and therefore frees up company resources. CRM helps a business maintain and increase a customer base by tracking all of their important details. Some of the CRM 4.0's features include managing communication activities, adding notes, attaching files and merging records.

Instructions

1. Assign a particular activity to a user or a queue by clicking "Workplace." Inside of "My Work," select "Activities." Open the record to which you wish to assign an activity. Click "Assign" on the Actions toolbar.

2. Add a note by clicking on the "Notes" tab. Click "Click Here to Add a New Note." To edit a note, right-click on it and then select "Open." You can then change parameters such as the note's title, content and pertinent file attachment data. Finish creating or editing the note by clicking "Save."

3. Attach a file by clicking "Attach File" on the toolbar. Click on the"Browse" button to find the file that you want to attach. Select a file. Click on "Attach," and then "Close." Now the file will be attached as a note to a customer's profile. Click "Save" to make the changes.

4. Make two records into one by selecting one record and then selecting another record while holding down the "Ctrl" key. Merge the records by clicking on the "Merge" button, which is located on the Actions toolbar. Make sure to select the fields that you want to keep in the master record by highlighting them. Make the changes by click on "OK."

References

• Microsoft Download Center: Microsoft Dynamics CRM 4.0 User's Guide