Accessing Dynamics 365:
To access our CRM system, go to: https://848new.crm4.dynamics.com and log in with your Office 365 credentials.
Our clients are in CRM as Accounts and Contacts.
Account = A Company/Organisation record
Contact = An individual
Searching for a client (Account/Contact):
Click the Magnifying Glass Icon that is to the right of the Navigation Bar that runs across the top of the screen.
This will Drop down a Search Bar – that you can type in your search terms to find the Client you are looking for.
The search functionality also allows for a wild card search – if you add an * before the search term.
Then simply select the record that you are looking for – for Clients an Account record represents an organisation whereas a contact represents an individual.