Learn the CRM Terms You Need to Know to Become a Process Flow Pro!

 

Are you new to the CRM morpheme scheme and looking to learn the language? Perfect your dialect? Enhance your parlance? Enact some spectacular CRM vernacular?

Then look no further!

 

 

New on Channel Q, CRM 101: Buzzwords, Terms, & Definitions is your intro course to essential Microsoft Dynamics 365 CRM terms.

 

Welcome to CRM 101

This month, Professor Mariam walks you through some fundamental CRM terms that will help you get the most out of your Microsoft Dynamics 365 for Sales implementation. You’ll learn the lingo you need to know to go from pupil to pro, including:

  • LEADS and OPPORTUNITIES, and the important differences between them.
  • CASES, and how they can help you identify and track account-specific issues to keep your customers happy.
  • GRIDS, and how they help you manage customer and sales information in Dynamics 365.
  • BUSINESS PROCESS FLOWS, and how they enable you to optimize and standardize sales tracks for your team.

Check out the video for the CRM 101 term treatment and have some philological fun!

 

Enjoyed CRM 101?

Then like the video and make us feel warm and fuzzy about all those hours spent exploring CRM systems and poring over thesauruses. And don’t forget to click “Subscribe” beneath the video so you never miss out on any of our great Microsoft Dynamics 365 CRM video content here or on Channel Q!

 

Want more CRM term tips?

You’re ready to move beyond the basics, and we’re happy to help! For a deeper dive beneath the CRM buzzword iceberg, download our FREE Buzzword White Paper for a more advanced course that will get you in the know on all sorts of additional CRM lingo.

 

What’s the word?

Dig some of our definitions? Still jonesing for more jargon? Got some overlooked slang to sling? Let us know in the comments! We can do the parlance dance all day…

 

That's all for this episode, but you can continue your CRM education with our CRM 101 series on Channel Q!

For specific questions, or to find out whether CRM is a good fit for your business, contact us!

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