Microsoft Dynamics CRM 101: Basics for Sales Professionals

If you’re like most Sales professionals, you don’t aspire to be a Dynamics CRM expert. You want to know enough to keep the CRM working for you, i.e., help you stay organized and close more sales. Understanding basic CRM concepts will help you get up to speed faster on your new CRM. In this e-book we’ll start with some background on 4 basic types of sales records:

  • Account
  • Contact
  • Lead
  • Opportunity
1