Rules to Better CRM for Users

• Do you know the CRM roadmap?
• Do you use the official mobile app for CRM?
• Do you use Dynamics 365 App for Outlook?
• Data Entry - Do you know how to create new Companies?
• Data Entry - Do you know how to create new Contacts?
• Data Entry - Do you know how to create new Opportunities?
• Data Entry - Do you know the quick way to create a Contact, Account, and Opportunity in one go?
• Sales - Do you know how to follow up an opportunity using CRM Activities?
• Sales - Do you track all sales related activities in CRM?
• Do you know how and when to deactivate a Company/Contact?
• Do you know how to sync your Outlook contacts to CRM?
• Marketing - Do you know the differences between Campaign and Quick Campaign in CRM 2013?
• Do you know the one case where you use a CRM lead?
• Do you know when to delete instead of disqualify a lead?
• Do you know how to report on CRM data?
• Scheduling - Do you know how to view the availability of each developer? (Resource Scheduling)
• Scheduling - Do you know how to book developers for a project?
• Scheduling - Do you know when to use "All Day Events" or start and end times with recurrence?
• Scheduling - Do you have a consistent naming convention for your bookings?
• CRM2013/2015 - Do you use CRM Business Rules to automate forms?
• Do you know how to install SkypePOP on your PC?
• Do you know how to keep CRM Opportunities updated?
• Do you know how to make lost opportunities more visible?
• Do you know how to send newsletter in Microsoft CRM 2013?
• Do you know how to send newsletters in Microsoft Dynamics CRM 2016?
• Do you track important emails in CRM?
• Do you know how to view changes made to a CRM entity?
• Do you merge Accounts or Contacts when you see duplicates?
• Do you know how to find an employee or client's phone number?