Microsoft Dynamics CRM Videos
These links take you to videos that are
designed to help you get started, learn how to configure Microsoft
Dynamics CRM, and understand how features like reporting and
workflow can make your staff more efficient.
Sales Automation
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Video: Sales Automation overview
Microsoft Dynamics CRM sales functionality can help you track
sales. This overview demonstrates how to create a lead, convert the
lead into an opportunity, and provide a quote. Length: 12:00
minutes.
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Customer Service
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Video: Customer Service overview
Microsoft Dynamics CRM offers many customer service tools. This
video demonstrates how your customer service staff can create and
track customer service requests and tasks. Length: 14:54
minutes.
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now |
Service Scheduling
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Video: Service Scheduling
Microsoft Dynamics CRM sales functionality can help you track
sales. This overview demonstrates how to create a lead, convert the
lead into an opportunity, and provide a quote. Length: 12:00
minutes.
View video
now |
Working with accounts and contacts
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Video: Working with accounts and contacts
This demonstration shows you how to work with Microsoft Dynamics
CRM accounts and contacts in Microsoft Office Outlook. Length:
05:30 minutes
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now |
Data migration overview
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Video: Data migration overview
You have multiple options for migrating data into Microsoft
Dynamics CRM. The video shows you three of these options, including
using wizards to import your information. Length: 10:00 minutes
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now |
Reporting overview
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Video: Reporting overview
Take a complete tour of using Advanced Find to find information,
exporting data to Microsoft Office Excel to analyze it, using
default reports, and creating your own reports by using the Report
Wizard. Length: 15:39 minutes
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Customization overview
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Video: Customization overview
Microsoft Dynamics CRM is a customizable solution for your
business. This demonstration walks you through how to customize
existing entities to fit your operations, and how to create your
own entities. Length: 13:00 minutes.
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now |