Saving Time Assigning Accounts to New Users in Dynamics 365

Posted on: July 29, 2021 | By: Jim Bertler | Microsoft Dynamics CRM

When you’re running a business, one of the most important things is being able to conduct everything efficiently in order to focus on key business components rather than wasting time on tedious tasks. Dynamics 365 understands this need for optimizing time and resources and has designed the CRM software to allow you to quickly assign and reassign accounts to new users in the system. Watch the short video below to see Logan consultant demonstrate a quick and simple step-by-step tutorial on how to complete this task so you can optimize your company’s time!

Next Steps

Interested in learning more about how Dynamics 365 can save you time and make your business more efficient? Logan Consulting, a proud Microsoft partner based in Chicago, can help you determine how to fit this CRM solution to your needs. Contact us today to learn more.