Creating a New Entity in Dynamics CRM

Posted on: October 10, 2023 | By: Page Wildridge | Microsoft Dynamics CRM

Dynamics 365 CRM comes equipped with several helpful features for your business to advance your relationship with current clients and grow connections with new ones. Your business can utilize the CRM to track sales within your system, in order to maintain accuracy in your reporting. By creating a new activity entity within your records, your business can customize your CRM dashboard according to your needs. In the video below, a Logan expert takes you through a step-by-step tutorial on creating a new activity entity. Check it out! 

Next Steps

Logan Consulting, a proud partner of Microsoft, is committed to ensuring its clients have the tools necessary to get the most out of their CRM. Click here to reach out to an expert today. 

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