Build customer relationships

One of the biggest payoffs of using Dynamics 365 is having one central, organized, easy-to-access place to store data about all your customers and prospects. Some of the data will be entered by you and your team as you work with your customers. Some of the data can be pulled in from other sources like from your accounting system, or even from Facebook and Twitter.

Once the data is in the system, the real fun begins. You can use the insights you glean from the data to manage your day, to stay on top of what’s happening on your team, and to make informed decisions about how to nurture your customers and build lifelong relationships with them.

Get valuable learning even if your system has been customized

If your organization works closely with a Dynamics 365 partner, chances are good that your system screens look different from what you see in this guide. And even if your organization doesn’t work with a partner, someone at your organization may have added in extra features or may customized the system to match your industry and the way you do things.

Not to worry.

The topics in this guide are designed so that the steps are the same for everyone. You’ll be able to use this guide to learn the basics of Customer Engagement apps, no matter what you call the fields on the screens, or whether they’re arranged differently from the examples shown here.

Be productive wherever

Dynamics 365 business apps are not just for using in a web browser on your computer — you can also use then on your phone, on your Android tablet, or on your Apple iPad. This guide covers using the system in your web browser, to keep it as short as possible and because the mobile apps work almost the same as on the web.

Start with what you need and upgrade to plans as your business grows.