Accessing Dynamics 365:

To access our CRM system, go to: 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.