Tuesday, July 21, 2015

CRM 2015 todays learning

CRM 2015
Customer relationship management.
Customer is the CenterPoint/focus point in this product.
This is sales forecasting tool.
Customer is an account.
Manage accounts, contacts, leads and opportunities etc
Learned the following areas
1.       Business units
2.       Security roles
3.       Add users

      Addd Office 365 license
Configure security role
Set manager

4.       Customizations without code
·         Change page layout
·         Change data labels
·         Change field types
·         Add new fields

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