CRM Tip & Trick: When a customer sends notification that they have acquired a new phone number or moved to another location, it can be a tedious task to update each employee’s details individually, especially when there are several contacts saved in Microsoft Dynamics CRM for the company. With this quick tip on how to edit multiple records at once, you can easily save time and hassle when updating customer information! Step 1: Open the Account you want to edit by double-clicking on the Account...(read more)![]()
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