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For Support,please go to our Momentive Support Hub located here.

Cobalt Support Help Center home page Documentation
  1. Cobalt Support
  2. Microsoft CRM
  3. Microsoft CRM Basics

Microsoft CRM Basics

  • View & Interact With Dashboards
  • View and Run Available Reports
  • Audit Summary View
  • Merging Records
  • Word Templates in CRM 2016
  • Excel Templates in CRM 2016
  • Duplicate Detection Settings
  • Duplicate Detection Rules
  • Duplicate Detection Jobs
  • Import Data Into CRM
  • Assign Application
  • Opening a Support Ticket with Microsoft
  • Generate Quote from Opportunity record
  • Max Number of Saved Profiles
  • Managing Licenses in the Microsoft 365 Admin Portal