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Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft focused on enhancing the customer relationship for any organization. Out of the box, the product focuses mainly on Sales, Marketing, and Customer Service sectors, though Microsoft has been marketing Dynamics CRM as an XRM platform and has been encouraging partners to use its proprietary (.NET based) framework to customize it. In recent years, it has also grown as an Analytics platform driven by CRM.

Microsoft Dynamics CRM is not just for using in a web browser on your computer—you can also use it on your phone, on your Microsoft Surface, or on your iPad.

This CRM Basics guide covers using the system in your web browser, to keep it as short as possible (and because the mobile apps work almost the same as on the web).

If your organization works closely with a Microsoft Dynamics CRM partner, chances are good that your system screens look different from what you see in this guide.And even if your organization doesn’t work with a partner, someone at your organization may have added in extra features or used the tools that come with CRM to customize the system to match your industry and the way you do things.

Whether you’re in sales, service, or marketing, Microsoft Dynamics CRM helps you organize and get big returns on your customer data.