Navigation in Sugar CRM
Navigation is undoubtedly the first area that any new user of Sugar CRM should work with before they look at any other element of the program. Learning how to navigate and quickly move around the screens and modules with ease, gives the user both the confidence and the knowledge to work effectively with the system, This first module of our training worksheets takes you through the main navigation elements and how to use them. The result, Sugar CRM users can move on to use th
Working with Searching and Views in Microsoft Dynamics 365
Understanding how to search the database effectively and how to work with views within Microsoft Dynamics 365 are two fundamental functionalities that users need to understand within the system, right from the first days that they start to actually use it. How a user searches the system can make a huge difference on the results that the search engines return as part of the search result. We often find when training that users either half understand how to search and therefo
