Dynamics CRM Basics for Sales Professionals: 4 Sales Records You’ll Use the Most

If you’re like most Sales professionals, you don’t aspire to be a Dynamics CRM expert. You want to know enough to keep the Customer Relationship Management (CRM) system working for you, i.e., help you stay organized and close more sales. Understanding basic CRM concepts will help you get up to speed faster on your new CRM. That’s what I’ll be tackling over the next few months with my blogs. Let’s start with some background on 4 basic types of sales records: Account, Contact, Lead, and Opportunity.

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