Getting Started

Getting started resources for business users

Welcome to Microsoft Dynamics CRM. Microsoft Dynamics CRM is a customer relationship management application that is designed to help your organization acquire and retain customers and reduce the time that must be spent on administrative tasks.

The articles and videos listed here will help you get started with Microsoft Dynamics CRM. The first set of articles will help you work with the data that you already have. The second set will give you a quick set of steps to learn more about the different areas of the product. The final set has videos that will show how to set up and configure the settings in your system.

On This Page

Initial steps

Increase your efficiency

Helpful videos

Initial steps

Quick Start guide for business users

Learn the key steps to get business users up to speed with the most common business tasks in Microsoft Dynamics CRM.

Quick Start guide for Microsoft Dynamics CRM for Outlook

Learn the key steps to quickly get up to speed with installing, configuring, and using Microsoft Dynamics CRM for Outlook.

Key steps to get started with Microsoft Dynamics CRM for Outlook

These are the key things you should know about Microsoft Dynamics CRM for Microsoft Office Outlook, including how to install, set up, and use this add-in to Microsoft Dynamics CRM.

Getting started with importing

The Import Data Wizard is one way to import data into Microsoft Dynamics CRM. This option works great when you import data for multiple record types at a time.

6 steps to get started with Advanced Find

Learn the options for finding and analyzing your Microsoft Dynamics CRM data, and find out what to do first to get the information you need quickly.

9 steps to get started with reporting

Learn the options for analyzing your Microsoft Dynamics CRM data, and find out how to get the information you need quickly.

Increase your efficiency

10 steps to get started with sales

These are the ten key things you should know about the Sales features of Microsoft Dynamics CRM, including terminology, quick tips, and using reports.

10 steps to get started with marketing

These are the ten key things you should know about the Marketing features of Microsoft Dynamics CRM, including terminology, quick tips, and using reports.

9 steps to get started with customer service

These are the nine key things you should know about the customer service features of Microsoft Dynamics CRM, including terminology, quick tips, and using reports.

Helpful videos

Videos

The following videos describe how to use Microsoft Dynamics CRM. There are videos to help you get started, get set up, find information for administrators, and learn about features such as workflow and reporting.

Video: Sharing and assigning records

This video walks you through the steps of sharing and assigning records. Length: 3:09 minutes

Video: Cleaning up duplicate data

In this video, you learn how to import your data, and avoid the pitfall of having to spend time on repetitive data entry. Length: 3:09 minutes

Video: Personalize Microsoft Dynamics CRM for yourself

This video shows you how to configure Microsoft Dynamics CRM to better suit where and how you work, as well as keep your personal information current. Length: 2:05 minutes

Applies To:

Microsoft Dynamics CRM 2011

(For CRM Online, CRM 2013, and CRM 2015, see CRM Help & Training.)