![Page 1: Getting Started with Microsoft CRM xRM4NDIS 2016](https://reader031.vdocument.in/reader031/viewer/2022022604/5881c6051a28abdd268b634f/html5/thumbnails/1.jpg)
Here are some tips to help you get started with common tasks.
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Welcome to Microsoft CRM/xRM4NDIS 2016
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Using the nav bar
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Select your work area
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Checkout your dashboards
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Look for records
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Find your contacts
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View your contacts in a list
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See more contact details
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Click or tap to connect
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Add notes about a contact
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Create a new enquiry
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Enter new enquiry details
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Find organisation records
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View organisations in a list
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See more organisation details
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Pick up where you left off
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Find your assessments
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View your assessments in a list
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See more assessment details
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View your incidents
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View incidents in a list
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View support plans in a list
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See more support plan details
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Time & Attendance (Fast Tracking)
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Tracking Manager
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Resource Assignment
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Resource Planning
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Workload (1)
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Workload (2)
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Controlling Manager
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Project Gantt
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Thank you!
www.xRM.website