Page 3 - CRM Document rev2 I have NO clue

Accessing Microsoft Dynamics

Microsoft Dynamics is a cloud based application, therefore, accessible through browser, tablet
application, or phone app.
To obtain a Dynamics license, Request IT is used.
http://requestit.sandvik.com/usm/wpf?Node=iclaunchpad.pad

WEB BROWSER - Google Chrome is recommended.
Also known as the “web client,” users can access Dynamics 365 through a supported browser. No
installation is required on the local machine to use the web client. Users simply access Dynamics
through their Office 365 account or type in a URL for their CRM website.

• Production – live data on the system --- https://crmcoromant.crm4.dynamics.com
• Should only be used for “real” customer data

• Training – mirror of production --- https://crmcoromantsandbox.crm4.dynamics.com
• Can be used for training purposes
• Check functionality with test data
• No connection to the integrations

Web
Management of CRM records in an office environment,
updating multiple records, account planning, working with
views, internal business meetings

MOBILE APP - In the Microsoft App Store, download Dynamics 365 for Phones
The Dynamics 365 App for phones and tablets is easy to use and provides a touch first
experience. It includes a communication card where you can tap to call or tap to compose an email.
Being able to access Dynamics 365 from a tablet empowers the end user to stay connected no matter
where they are. It’s great for on-the-road Sales Representatives that want to be able to enter data
into Dynamics 365 right after a meeting has ended.

Mobile - Phone
Quick Updates to Activities, Contact Information &
Sales Pipeline Records during & after a customer Visit

Mobile - Tablet
Creating new sales pipelines and Cases while working
at the customer

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