A CRM system is similar to your phone, it keeps track of your contact’s phone numbers and emails. In business, you need to keep track of a lot more information. You need to know what products and services are people interested in, what have they bought in the past and which company do they work for. While doable in Outlook with some notes, it becomes impossible when more than one person is involved. Hence the basic value of CRM is a centralized contact management system. This webinar will explore in more detail what Microsoft Dynamics 365 CRM is and how people use it in business.

Agenda:

1. What is CRM

2. Contact Management

3. Leads and Opportunities

4. Products and Services

5. Quotes and Orders