CRM Terminology Cheat Sheet 2019

Customer Relationship Systems are complex IT solutions and takes time to learn. If you are new to the CRM world, the prospect of learning one can be intimidating, especially when you want to focus on the task at hand. We've put this cheat sheet together with a small glossary of terms to help get you started. Feel free to download the PDF version from us. 

If you're looking for extra training for employee's across your business for using CRM, we would love to help you, just drop us an email. 

Daniel Norris

Daniel Norris is the communications manager for Serversys. His role is to bring you the latest updates, tips, news and guides on Dynamics 365.

If you have any questions, please get in touch with us at communications@serversys.com