Videos

These links take you to videos that are designed to help you get started, learn how to configure Microsoft Dynamics CRM Online, and understand how features like reporting and workflow can make your staff more efficient.

To see additional videos that demonstrate areas of Microsoft Dynamics CRM, visit the Microsoft Dynamics CRM Online Video Gallery. Although the videos use Microsoft Dynamics CRM Online for demonstration, many of the concepts and steps are the same for Microsoft Dynamics CRM (On-Premises Edition).

On This Page Get started Configure and customize Add data Optimize productivity Improve customer service Reach out to your customers Manage products and orders

Get started

Video: Getting started with Microsoft Dynamics CRM Online

This video explains how the features in Microsoft Dynamics CRM Online provide you with the tools you can use to make your business successful. Length: 2:31 minutes

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Video: Add Personnel to Microsoft Dynamics CRM Online

This video walks you through the steps of adding your personnel with their Windows Live ID, and then sending invitations to them to join. Note: This video applies to Microsoft Dynamics CRM Online only. Length: 2:23 minutes

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Video: Account basics

This video explains how accounts can help you keep track of the companies and organizations with which you do business. Length: 1:39 minutes

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Video: Understanding contacts

This video explains how contacts work in Microsoft Dynamics CRM Online and how you can use them to keep track of your critical information. Length: 2:04 minutes

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Configure and customize

Video: Tailor Microsoft Dynamics CRM for your business needs

This video explains how you can use solutions to add new functionality or user interface to your Microsoft Dynamics CRM organization. Length: 1:48 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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Add data

Video: Move your data into Microsoft Dynamics CRM Online

This video shows you how to import your data, such as lists of leads or contacts. Length: 3:13 minutes

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Video: Using the Import Data Wizard

This video shows how you can use the Import Data Wizard to bring all your important customer information into Microsoft Dynamics CRM Online. Length: 5:06 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: Create and run duplicate detection rules

This video shows you how to create and run duplicate detection rules that will notify you when a duplicate record is created. Length: 4:55 minutes

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Optimize productivity

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: Organize and track all your activities

This video introduces you to how to use activities to track interactions with customers and build a to-do list. Length: 2:20 minutes

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Video: Organize and centralize articles for your business

This video explains how to make critical knowledge available to everyone in your organization by capturing it in articles. Length: 2:06 minutes

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Video: Use Goal Management

This video demonstrates how to track sales performance by using goal management. Length: 8:04

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Video: Routing your work with queues

This video introduces you to queues in Microsoft Dynamics CRM Online and how queues can help you route and manage work. Length: 2:44 minutes

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Video: Optimize business processes with workflows and dialogs

This video explains how to use workflows and dialogs to optimize business processes and improve the consistency of your customer interactions. Length: 2:45 minutes

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Video: Create a simple workflow

This video explains how workflows can help you automate tasks. Length: 3:29 minutes

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Video: Create a dialog

This video explains how you can automate your business process and set up a consistent interactive script to use for customer interactions. Length: 14:38

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Improve customer service

Video: Improve customer service with contracts

This video introduces you to how contracts and contract lines can help you provide better customer service. Length: 2:18 minutes

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Video: Getting started with cases

This video explains how cases can help you know your customer and provide better customer service. Length: 2:53 minutes

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Video: Simplify scheduling with services

In this video, you can learn how services can help you schedule service activities for your customers faster and more accurately. Length: 2:35 minutes

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Reach out to your customers

Video: Getting started with leads

This video explains how you can use Microsoft Dynamics CRM Online to keep track of and manage your sales leads. Length: 2:27 minutes

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Video: Winning sales with opportunities

This video explains how Microsoft Dynamics CRM Online can help you keep track of all your opportunities and potential sales. Length: 1:40 minutes

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Video: Getting started with campaigns

This video explains how campaigns can help you track your marketing efforts and their success. Length: 2:12 minutes

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Video: Boost sales with a quick campaign

This video explains how a quick campaign can help you quickly reach a targeted audience and increase your sales. Length: 1:44 minutes

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Video: Target the right customers with marketing lists

This video explains how you can use marketing lists to reach specific types of customers and increase the effectiveness of your marketing and sales efforts. Length:1:55 minutes

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Manage products and orders

Video: Working with products and the product catalog

This video explains how products can be linked to various records to complete a sales transaction. Length: 1:32 minutes

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Video: Set up your product catalog

This video explains the steps for setting up your product catalog and how to use it to add products to other records. Length: 4:50 minutes

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Video: Working with quotes, orders, and invoices

This video explains how to manage quotes, orders, and invoices in Microsoft Dynamics CRM Online. Length: 2:47 minutes

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