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Published: 4/12/2008
Updated: 5/28/2009
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As you design your implementation of Microsoft Dynamics CRM Online you can find useful information in articles related to configuring security, marketing, service, and sales functionality in Microsoft Dynamics CRM Online.
Videos
Video: Basic setup to get started
On your first login to Microsoft Dynamics CRM Onlineyou will be prompted to choose the currency of choice for your business. This short video will help you make the right choice for your business. Length: 2:07 minutes
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Video: Configure your system to meet your needs
Learn to configure the customer name display format, the language formatting, and the fiscal year settings in Microsoft Dynamics CRM Online. Length: 2:21 minutes
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Video: Set up your organization
Before you start using Microsoft Dynamics CRM Online Online, it’s important to familiarize yourself with the system’s vocabulary to ensure it is compatible with yours. This includes, for example, determining and defining the difference between accounts, clients, contacts, and leads. This video shows you how. Length: 5:06 minutes
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Video: Intermediate Configuration
Microsoft Dynamics CRM Onlineoffers flexible, powerful configuration capabilities to tailor the system to your needs. Learn more with this video. Length: 7:23 minutes
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Configuring data duplication settings
Microsoft Dynamics CRM Online has data duplication functionality to keep unnecessary and redundant information out of the system. This demonstration covers how to configure the data duplication settings for your business as well as how to run duplicate detection jobs. Length: 08:27 minutes
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Video: Setting up business units
Learn the step-by-step procedure to configure to define the business structure of your organization. Length: 2:04 minutes
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Add new users
Adding new users to Microsoft Dynamics CRM Online is a straightforward process. This presentation shows you what information you will need, and walks you through the steps of adding new users to the system. Length: 06:45 minute
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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. Length: 2 minutes
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Working with security roles
This demonstration steps your through maintaining security roles in Microsoft Dynamics CRM Online. Learn how to create and modify security roles and privileges for your organization. Length: 09:58 minutes
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How to implement territory management
This video walks you through the steps of creating and managing sales territories for your sales team. Length: 10 minutes
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Security
Design considerations for business units
Use business units to design an organizational structure that enforces security within Microsoft Dynamics CRM Online.
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Why can't I see some of the menus or buttons?
This article discusses why you may not see or be able to use some menus or buttons and explains security roles.
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Marketing
4 ways to put campaign responses to work for you
A customer responded to your marketing campaign. Now what? Using campaign responses in Microsoft Dynamics CRM Online, you can record this interest to track for reporting and follow-up.
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Sales
Prevent lead build-up by bulk processing leads
Keep your lead list current by bulk disqualifying stale leads or converting a group of leads to accounts, contacts, or opportunities.
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Speed up data synchronization
Improve synchronization between Microsoft Dynamics CRM Online and Microsoft Dynamics CRM Online for Outlook.
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Establishing relationships between customer records that don't relate
Create and maintain relationships between multiple customer records.
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View and evaluate the quality of your sales territories
Evaluate sales territories using Microsoft MapPoint North America 2004 after gathering information from Microsoft Dynamics CRM Online and exporting it to Microsoft Office Excel 2003.
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Product pricing
Set up simple pricing
Describes how to set up a simple pricing scenario that uses a single product at a single price by using Microsoft Dynamics CRM Online.
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Build price lists for multiple customer segments
Describes how to set up multiple price lists that are based on customer segment by using the product catalog.
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Create a price list to use for a sales promotion
This article describes how to use the product catalog in Microsoft Dynamics CRM Online to set up a price list for a promotion.
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Create a price list to use for a free sample
This article describes how to set up a free sample for a product by using the Microsoft Dynamics CRM Online product catalog.
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Reward your customers with quantity discounts
Set up up a quantity discount price list by using the product catalog in Microsoft Dynamics CRM Online.
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Put strategy behind product pricing
Put strategy behind product pricing with Microsoft Dynamics CRM Online. This flexible pricing engine has the tools you need to calculate product prices based on a variety of pricing methods.
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Service
Let your business take a day off
Use business closures to block out people's schedules, at the same time, during holidays, company meetings, and other times your organization is unavailable for service activities and appointments.
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Simple steps to take toward accurate case resolution
Find out why cases are being resolved by customizing the resolution type.
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Capture and share your team's collective knowledge
Not everyone can be an expert. Create a knowledge base of articles to capture and share your organization's valuable information.
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Organize your data with subject trees
Sample subject trees can help you set your system up faster.
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Keep your Service Calendar healthy when an employee isn't
Find out how to update the Service Calendar when an employee calls in sick.
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Track returned products
Set up cases to track returns and generate a report to view the data collected.
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Blog Posts
Troubleshooting the Microsoft Dynamics CRM Online E-mail Router
Get troubleshooting steps and links to additional information for issues associated with deploying the Microsoft Dynamics CRM Online E-mail Router.
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Windows Live ID, a primer
Learn how to use the Windows Live ID authentication tool to authentication Microsoft Dynamics CRM Online users.
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Update to Microsoft Dynamics CRM Online Includes Keyword Ad Integration
Microsoft Dynamics CRM Online now includes a utility called "Internet Marketing," which provides fully-integrated, end-to-end keyword advertising management.
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Using SQL Server Integration Services packages to generate reports from Microsoft Dynamics CRM Online
Learn a technique for using locally replicated data to generate custom reports in Microsoft Dynamics CRM Online.
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