Dynamics 365 Customer Engagement: Capturing Data & Search Tips


microsoft dynamics 365 customer engagement tips

Microsoft Dynamics 365 Customer Engagement is changing how sales teams connect with customers and prospects, gather information, track progress, and close business. Formerly known as Microsoft Dynamics CRM, D365 Customer Engagement helps your team keep track of your interactions with customers and vendors and has integrations that help connect your systems, creating a seamless flow of information. Hopefully showing you some Dynamics 365 Customer Engagement tips and ticks can help you make your decision to implement a CRM system a little easier.

Our Microsoft expert Kevin is back with another entry into his extensive list of Microsoft Dynamics Demos. Today he takes a look at data capture and search tips in D365 CE to make your workflow a little faster and help your system work for you. If you are struggling with Dynamics and are seeking assistance please reach out to us! We would love to partner with you to help you fix your systems and get back on the right track.

In this video Kevin will cover:

    • Quick filtering contacts
    • Wildcard searches
    • Creating a modified view
    • Working with an editable grid
    • Dashboard views

If you find that this video leaves you with more questions such as “How much will this cost?”, “Can you show me more Dynamics 365 Customer Engagement tips?”, or “How quickly can you start?!”, then drop us a line! You can give us a call at 855.913.3228 or shoot us an email at info@altavistatech.com. You can even fill out our simple web form and someone will get back to you within 1 business day. At Alta Vista Technology, we take pride in being part of your solution.