Customize Microsoft Dynamics CRM to Fit Your Personal Needs
Microsoft Dynamics CRM Educational Series
We all know how powerful Microsoft Dynamics CRM can be, but are you aware of the simple settings you can change to tailor CRM for each end user and how to best leverage the system?
Dynamics CRM offers an abundant amount of customizations to help you get the most out of your solution. But, you know the saying, "You don't know what you don't know." For that reason, we are shining a spotlight on how you can better utilize these simple but powerful settings. Cory Johnson will walk you through how you can achieve a more personalized Microsoft Dynamics CRM user experience.
Join us for this educational webinar where you will explore the personalization options provided by Dynamics CRM.
Attendees will learn how to:
- Choose your own home page
- Control personalization options for record counts in views, email tracking, etc.
- Configure synchronization options for the Outlook Client
- Personalize CRM Mobile Client
- Choose default views per entity
- Create personal Email templates
- Customize the Outlook Client