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A Microsoft CRM admin deals with and maintains a customer relationship management (CRM) system. Their role involves configuring and modifying the CRM software to satisfy business requirements, governing user access and permissions, ensuring data reliability, educating users on the system’s capabilities, and supplying continuing support. They set up the CRM system to improve customer interactions, sales processes, and overall business performance.
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CRM automation is the approach that uses modern technology and software to simplify and automate various tasks and procedures within customer communication management. It involves automating repetitive manual tasks, increasing data accuracy and reliability, and boosting productiveness, finally enabling companies to manage better and nurture their customer relationships.
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To improve your CRM admin expertise, you can sign up for the automation training course by airSlate Academy. We created our comprehensive course for Microsoft CRM admin, centering on improving digital transformation process and automation skills. By finishing this certification program, you can progress your career and get the expertise needed to apply automation within your CRM operations, improving efficiency and driving business success.