Dynamics CRM is being introduced to The University of Manchester to allow us to better manage engagement with staff and organisations outside of the University. Dynamics CRM will help us understand the interactions that colleagues from across The University of Manchester are having with external partners and help us work together more effectively.

For new business processes using CRM Dynamics, please refer to the training section for each working area.  Each section includes how to guides with information on specific processes within this area of work. 

To access CRM you must first attend the Relationship Management Overview session.  Click the link below to book your place onto this course via the Training Catalogue.

• Relationship Management Overview Session

This guide has a basic overview of CRM, covering navigation, data, and searching.

• Dynamics CRM: An introduction

For further information and process specific guides, these can be found in the work area on the Staffnet training page.