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Customer Relationship Management - new


About the CRM service

CRM Service

The University's new CRM service provides staff with a valuable source of shared and centralised information about the University's external stakeholders. A pilot project is underway to launch this service in a small number of departments before wider rollout across the University.

The service is provided through Microsoft Dynamics CRM Online and authorised users can gain access through their Office 365 account.

Useful resources

Useful Resources

CRM Acceptable Use Policy - the principles and parameters of CRM engagement that all users need to abide by
Full CRM guidance document (Word Document) - Policies, Procedures and Principles of Engagement (includes Acceptable Use Policy)
Access request form (Word Document)

 

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