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Customer Relationship Management is a process not a program. And, customer retention is only part of the process known as Customer Relationship Management (CRM).
CRM 4.0 workflows can be used for a number of different things. One great example is a workflow to generate a complex e-mail. CRM e-mail templates only allow you to access data stored in a single entity. However you can build custom e-mail from all related entity data sources in a simple workflow in Microsoft Dynamics CRM 4.0.
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stunnware’s CRM corner