A few basic questions on Dynamics RRS feed

  • Question

  • I am new to Dynamics but have used Redtail's CRM (lightly) - I am looking to change CRM to MSFT and simply have a few questions: Are my entries times stamped? Can I import data and contacts from Redtail to Dynamics? Do I need to have a 365 account or can I just download Dynamic's software? Thx Kent
    Thursday, January 28, 2016 12:35 AM

All replies

  • Hi, 

    I would recommend you to take up an CRM online trail. Yes, you can import the data into dynamics CRM. You can download the data import template and you can import it to CRM. To take up an online trail you need an office 365 account.  

    Thanks & Regards, MS CRM Consultant, V.Surya. My Blog: http://inventcrm.wordpress.com/

    Wednesday, February 3, 2016 7:17 AM