
Introduction to InfoPath Forms Services - Microsoft Support
For example, a sales department can design a form that can submit sales leads and customer information to an existing Customer Relationship Management (CRM) system. Query data …
Business Applications Competencies - Microsoft Support
The Cloud Customer Relationship Management (CRM) Competency is retiring October 1, 2020. The last day to attain or renew this competency was September 30, 2019.
What’s the difference between projects, portfolios, phases, and ...
Maybe not, but project management terminology can be confusing, and this article can help you sort it out. In this article Getting your bearings: phases, processes, portfolios, and products …
Link to or import data from Dynamics 365 - Microsoft Support
You can import or link to data from Microsoft Dynamics 365, which is a cloud-based, business management solution that integrates Enterprise Resource Planning (ERP) modules into one …
Manage leads and sales - Microsoft Support
Manage leads and sales Track your sales contacts with these templates, use Microsoft apps to track new customer information, and manage emails from your customers in Microsoft …
Introduction to external data - Microsoft Support
Connect up-to-date customer data in your organization’s Enterprise Resource Planning (ERP) system as a set of Outlook contacts and even provide offline access. Create an event planning …
Database design basics - Microsoft Support
The many-to-many relationship between orders and products is represented in the database by using two one-to-many relationships: The Orders table and Order Details table have a one-to …
Why request a cloud solution provider relationship with an existing ...
Benefits of requesting a reseller relationship with a direct customer As a reseller you can reach potential customers regardless of how the customers were first created. Cloud solution …
Link to or import data from Salesforce - Microsoft Support
You can link to or import data from Salesforce, which is a customer relationship management (CRM), cloud-based business solution. For more information, see Salesforce.com. When you …
Overview of document management in SharePoint - Microsoft …
The planning process The document management planning process consists of the following major steps: Identify document management roles Ensure that your plans incorporate the …