Training¶
To learn more about a specific CRM entity (e.g. Account, Risk, LGA) visit its corresponding section in the 'Entities' section of this Help Centre.
Listed below are links to 3rd-party training resources. These were not authored by the PHN Exchange team. Some training resources provided below are based on a stock-standard Dynamics 365 CRM instance, meaning some, but not all information will be applicable to your customized CRM solution.
Basic¶
Understanding CRM Records (Status, Status Reason, Owner)
Understanding Accounts and Contacts
Advanced¶
How to use Advanced Find as a Reporting Tool
How to merge 2 records together (Video)
More¶
There is plenty of additional training material online. Some are listed below.