Training#
* Please Note: Some resources provided below are based on a stock-standard Dynamics 365 CRM instance. 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 records
More#
There is plenty of additional training material online. Some are listed below.