Password Resets

Depending on your permissions in CRM, you may or may not have access to reset your own password or a password for another User.

Backups and Restores

Protecting your Tamarac CRM data and providing continuous availability of service is important for you and for us. You have multiple options for backing up and restoring your Tamarac CRM instances.

Prevent and Clean Up Duplicate Data

Whenever you create or upload data in Tamarac CRM, there's always a risk of accidentally duplicating some of your accounts, contacts, or leads, and ending up with conflicting or incomplete records. You can easily stay confident about the integrity of your data by running a Duplicate Detection job and then merging or deleting any duplicates that are found.

Create Users in Dynamics 365

Learn about creating new users and assigning the correct security role to those users.

Remove Users from Dynamics 365

Contact your CRM Support team before deleting users; here, you can read more about how to remove users from Dynamics 365.

Manage and Add Storage in Dynamics 365

Learn more about freeing up space or increasing your storage limit when you have exceeded your allotted storage limit.