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Getting Started with Microsoft CRM xRM4NDIS 2016
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Here are some tips to help you get started with common tasks.
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Transcript of Getting Started with Microsoft CRM xRM4NDIS 2016
Here are some tips to help you get started with common tasks.
Welcome to Microsoft CRM/xRM4NDIS 2016
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Using the nav bar
Select your work area
Checkout your dashboards
Look for records
Find your contacts
View your contacts in a list
See more contact details
Click or tap to connect
Add notes about a contact
Create a new enquiry
Enter new enquiry details
Find organisation records
View organisations in a list
See more organisation details
Pick up where you left off
Find your assessments
View your assessments in a list
See more assessment details
View your incidents
View incidents in a list
View support plans in a list
See more support plan details
Time & Attendance (Fast Tracking)
Tracking Manager
Resource Assignment
Resource Planning
Workload (1)
Workload (2)
Controlling Manager
Project Gantt
Thank you!
www.xRM.website
