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  • Question

  • Hello,

    We are a food production company and we have bought a licensed version of MS CRM and would like to deploy that and start working for our Sales and Marketing Teams , Please help us and advise as to how we could go about in the right direction to setup the new environment and start working...

    Regards,

    Hari


    Sunday, April 30, 2017 1:56 PM

All replies

  • Hello,

    You can find some Idea from following link:

    https://www.microsoft.com/gulf/dynamics/industries/mfgfoodandbeverage.aspx

    Sunday, April 30, 2017 4:33 PM
  • You can look at below link to get your team started on using MS CRM. You can validate if OOB functionality meets your business requirement otherwise you can also explore options to customize it according to business needs.

    https://www.microsoft.com/en-us/dynamics/crm-customer-center/training-adoption-kit-for-microsoft-dynamics-365.aspx


    • Edited by Pramay Monday, May 8, 2017 8:03 PM more info
    Monday, May 8, 2017 8:01 PM
  • Hello,

    We are a food production company and we have bought a licensed version of MS CRM and would like to deploy that and start working for our Sales and Marketing Teams , Please help us and advise as to how we could go about in the right direction to setup the new environment and start working...

    Regards,

    Hari


    Are you asking for installation help or configuration, its quite an open question that you have asked?

    If configuration then look to your existing business processes refine them the best you can and then look at what areas of CRM fit your business need.

    You may find that CRM out of the box, OOB, may do all you want, but then again you may have a complex model that doesn't fit well with OOB CRM.

    Matt

    Wednesday, May 10, 2017 12:16 PM