Quickly Reassign Accounts to New Users in Dynamics 365

Posted on: December 22, 2021 | By: Jim Bertler | Microsoft Dynamics CRM

Onboarding new users can be a tedious process for companies. Not only does teaching users how to navigate the system take a lot of time, but getting them set up often requires manual tasks that can take away from getting new employees generally situated with day-to-day business processes. 

Luckily, Microsoft has simplified the onboarding process for Dynamics 365 users, making it quick and easy to assign accounts to new employees. In the video below, a Logan consultant walks you through how to assign accounts to new users in Dynamics 365 Sales. 

Next Steps

If you are interested in learning more about what Microsoft Dynamics 365 can do, reach out to an expert at Logan Consulting, a proud Microsoft partner located in Chicago, IL.