Microsoft Dynamics CRM Tip: How to Quickly Access Areas in CRM

By: | Category: CRM

In this video our CRM expert will walk you through how to pin areas you frequently use (i.e. key views or records) to the Pinned area in the site map to allow you to quickly access them in Microsoft Dynamics CRM.

Contact Us if you have any questions or would like more information about Microsoft CRM features and enhancements.

Other Posts You May Like

Power Up Your Business with Creatio 8.2 Energy

Creatio, global vendor of a leading sales, customer service and marketing CRM, recently announced the release of Creatio 8.2 Energy. Combining the capabilities of next-generation AI tools with a powerful no-code platform, Creatio stated in a recent event that this…

How Distributors Can Thrive in Change with the Help of Digital Solutions

Distributors are facing a growing number of labor challenges, including worker shortages, difficulty recruiting high-quality candidates, retention of current employees, and others. In a 2022 Baird-MDM survey, 26% of respondents stated that labor and productivity issues were the biggest risk…

Intelligent Pricing as the Cornerstone of Your Distribution Pricing Strategy

Intelligent pricing is a data-driven approach used by many of today’s small-to-mid-sized distributors that provides optimal pricing based on historical buying behavior, real-time demand, location, and other factors. As more distributors seek better ways to maximize profitability, strategic pricing has…

   CRM Microsoft Dynamics CRM