The Cloud Customer Relationship Management (CRM) Competency is retiring October 1, 2020. The last day to attain or renew this competency was September 30, 2019.

Manage leads and sales Track your sales contacts with these templates, use Microsoft apps to track new customer information, and manage emails from your customers in Microsoft Outlook. Templates …

Request a reseller relationship with a potential customer You can send an invitation to potential customers to request establishing a CSP relationship with them. Once they accept your request, you …

You can import or link to data from Microsoft Dynamics 365, which is a cloud-based, business management solution that integrates Enterprise Resource Planning (ERP) modules into one software …

For example, a sales department can design a form that can submit sales leads and customer information to an existing Customer Relationship Management (CRM) system. Query data from …

By using this solution, talent agents always have the information that they need nearby, and they can perform many key tasks by using familiar Office products. Sales dashboard A sales dashboard …

Visio is a diagraming tool that makes it easy and intuitive to create flowcharts, diagrams, org charts, floor plans, engineering designs, and more by using modern templates with the familiar Office experience. …

You can use this recipient list in future mail merges and as a file that you import into a customer relationship management program. In the Mail Merge task pane, in Step 3: Select E-mail Merge …

È possibile importare o collegare dati da Microsoft Dynamics 365, ovvero una soluzione di gestione aziendale basata sul cloud che integra moduli ERP (Enterprise Resource Planning) in un pacchetto …

Benefits of requesting a reseller relationship with a direct customer As a reseller you can reach potential customers regardless of how the customers were first created. Cloud solution provider (CSP) …