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Published: 2/13/2009
Updated: 11/2/2009
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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.
Get started
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: 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: 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: 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: 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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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: Basic customizations
This video provides a brief, high level overview of customization concepts and capabilities. Length: 2:03 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: 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: 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: 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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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: 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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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: 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: Security and permissions: Why can't I do this?
This video introduces you to how security and permissions work in Microsoft Dynamics CRM Online and answers some questions why you may not be able to do some tasks or access areas. Length: 2:14 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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Video: Automate common tasks with workflows
This video explains how you can use workflows to improve your efficiency and the consistency of your customers' experience with your organization. Length: 2:53
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Get data into Microsoft Dynamics CRM Online
Video: Importing customer data
In this video, you learn how to import your data, and avoid the pitfall of having to spend time on repetitive data entry: 3:09 minutes
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Video: Using duplicate detection
This video guides you through the steps of how to run duplicate detection, and then merge or delete duplicate records. 3 minutes
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Get data out of Microsoft Dynamics CRM Online
Video: Using Advanced Find
In this video, learn the steps for running queries in Advanced Find, including entering the criteria, or fields, that will help you filter your search. Also, save your Advanced Find search results as a personal view that you can access any time you want. Length: 3:11 minutes
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Video: Create a personal view
This video walks you through the steps for creating a personal view and saving it using Advanced Find. It includes how to set the criteria and how to define which columns are displayed. Length: 2:58 minutes
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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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Bulk data export overview
An open source, bulk export tool available for download gives you another method to export information out of Microsoft Dynamics CRM Online. This demonstration shows you how to download the tool and how to use it to export your information. Length: 7:15 minutes
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Set up Microsoft Dynamics CRM Online for your business
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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Customization overview
Microsoft Dynamics CRM Online 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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Entity relationship overview
In addition to customizing entities, you can also customize the relationships between entities in Microsoft Dynamics CRM Online. This video shows you how. Length: 11:00 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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Set up your staff in Microsoft Dynamics CRM Online
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 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. 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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Other Video Resources
Demo videos from the Microsoft Sales Team
The Microsoft sales team has developed a library of longer videos that demonstrate areas of Microsoft Dynamics CRM Online that you may find useful for understanding end to end scenarios.
Go to CRM Online sales team video library
