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4 (1 votes)
Description of Dynamics CRM for Phones
Microsoft Dynamics CRM is the essential business solution to help businesses engage their customers while staying productive at work and on the go. Arrive prepared for every appointment, and update notes, tasks, contacts, accounts, cases, and leads while the details are still fresh. Allows salespeople to manage their sales data, guided by contextual business process, while on the go. Gives agents and supervisors freedom of mobility with the full scope of case management. Offers a seamless user experience in a ‘configure once, deploy everywhere’ model.
· Access your activities, accounts, contacts, and leads from an easy-to-use home page
· Guided contextual business process
· Quickly enter customer data with only a few taps
· Track progress for key performance indicators visually with charts
· Access your personalized views of lists and grids so that you see the data most important to you
· Pin tiles to the app home page to get to the info you need quickly
· Even when there is no connectivity, users can continue to work with offline drafts that can be saved once reconnected
· Fully support custom entities along with customizations
Microsoft Dynamics CRM Online 2015 Update 1
Microsoft OneNote integration (Requires Microsoft Dynamics CRM Online 2015 Update 1)
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