Getting started resources for business users

Welcome to Microsoft Dynamics CRM Online. Microsoft Dynamics CRM Online 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 Online. 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.

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 Online.

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Quick Start guide for Microsoft Dynamics CRM Online for Outlook

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

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Key steps to get started with Microsoft Dynamics CRM Online for Outlook

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

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Getting started with importing

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

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6 steps to get started with Advanced Find

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

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9 steps to get started with reporting

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

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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 Online, including terminology, quick tips, and using reports.

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10 steps to get started with marketing

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

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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 Online, including terminology, quick tips, and using reports.

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Helpful videos

Videos

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

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Video: Sharing and assigning records

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

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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

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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

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