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

Microsoft Dynamics CRM Sales Automation Video 

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

Microsoft Dynamics CRM Customer Service Video 

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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Service Scheduling

Microsoft Dynamics CRM Service Scheduling Video 

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.

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Working with accounts and contacts

Microsoft Dynamics CRM Working with Accounts & Contacts Video 

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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Data migration overview

Microsoft Dynamics CRM Data Migration Video 

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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Reporting overview

Microsoft Dynamics CRM Reporting Overview Video 

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

Microsoft Dynamics CRM Customization Video 

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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