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  1. Introduction to InfoPath Forms Services - Microsoft Support

    For example, a sales department can design a form that can submit sales leads and customer information to an existing Customer Relationship Management (CRM) system. Query data …

  2. Business Applications Competencies - Microsoft Support

    The Cloud Customer Relationship Management (CRM) Competency is retiring October 1, 2020. The last day to attain or renew this competency was September 30, 2019.

  3. Link to or import data from Dynamics 365 - Microsoft Support

    You can import or link to data from Microsoft Dynamics 365, which is a cloud-based, business management solution that integrates Enterprise Resource Planning (ERP) modules into one …

  4. Manage leads and sales - Microsoft Support

    Manage leads and sales Track your sales contacts with these templates, use Microsoft apps to track new customer information, and manage emails from your customers in Microsoft …

  5. What’s the difference between projects, portfolios, phases, and ...

    Maybe not, but project management terminology can be confusing, and this article can help you sort it out. In this article Getting your bearings: phases, processes, portfolios, and products …

  6. How to use the PC Health Check app - Microsoft Support

    Oct 14, 2025 · PC Health Check app brings you up to date info on your Windows device health, helping you take action to improve your device performance and troubleshoot performance …

  7. Introduction to external data - Microsoft Support

    Connect up-to-date customer data in your organization’s Enterprise Resource Planning (ERP) system as a set of Outlook contacts and even provide offline access. Create an event planning …

  8. Why request a cloud solution provider relationship with an existing ...

    Benefits of requesting a reseller relationship with a direct customer As a reseller you can reach potential customers regardless of how the customers were first created. Cloud solution …

  9. Overview of document management in SharePoint - Microsoft …

    The planning process The document management planning process consists of the following major steps: Identify document management roles Ensure that your plans incorporate the …

  10. Link to or import data from Salesforce - Microsoft Support

    You can link to or import data from Salesforce, which is a customer relationship management (CRM), cloud-based business solution. For more information, see Salesforce.com. When you …