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Published: 1/16/2009
Updated: 10/26/2009
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The Resource Center brings together information that will help you get the most from your use of Microsoft Dynamics CRM. The Resource Center provides a central location where you can find:
- Information to help you get started.
- Tips to make you more productive.
- In-depth descriptions of product features and recommendations for using them to build your business.
- Examples and advice from subject matter experts.
- Easy access to other online resources related to Microsoft Dynamics CRM.
You can find information related to Microsoft Dynamics CRM within the Resource Center, Help, and on other resources available on the Web. Search automatically finds articles, videos, and Help topics based on a word or phrase. Help topics are usually step-by-step procedures based on a specific task. Articles are about end-to-end solutions.
You can elect to search just one or a few of the search locations.
Finding what you need
There are several ways that you can find the information you need in the Resource Center. You can either search for it, or go directly to the section of the Resource Center that covers a specific subject area.
Search the Resource Center
When you use Search in the Resource Center, you have access to more content than Help. You can search the Resource Center, Help topics, and forums all at once. Just type in a few keywords and click Search. The results display the best matches as the top 5 results in each area. If you don't find find what you're looking for in those results, click Show All to see the rest of the results. You can also explore the rest of the links or try another search.
If you prefer to search only one area, you can limit your search:
- Click the down arrow beside the Help Search box, and then select or clear the check boxes.
Go directly to your area of interest
Buttons in the Navigation Pane lead you to information specific to different areas of Microsoft Dynamics CRM:
- The Highlights page shows you new content or content that has been highly rated.
- The Sales page groups information that will be of interest to salespeople, sales managers, and executives focused on using Microsoft Dynamics CRM to increase sales.
- The Marketing page focuses on information that shows how to identify and qualify leads using Microsoft Dynamics CRM.
- The Service page provides insight about how you can use Microsoft Dynamics CRM to provide superior customer service and manage the services you provide.
- The Settings page is where you will find more technical information about deploying, configuring, and customizing Microsoft Dynamics CRM to support all aspects or your business.
Getting your work done
Articles in the Resource Center can help you get started using Microsoft Dynamics CRM right away. Here are some examples.
You can also use the links in the top section to start a task. For example, you can:
- Find current downloads and updates.
Connecting with others
The links at the top of the page, such as in Downloads, Support, and Community, and the links on the side of the page, help you quickly connect with other people who are also using Microsoft Dynamics CRM.
Learn from others
- Read blogs from experts about the inner workings of Microsoft Dynamics CRM.
- Post questions to forums and get answers from other users.
Share what you know and what you think
- Share your tips. Share your best practices, tips, tricks, and other time savers with the rest of the CRM community. Be a hero to another Microsoft Dynamics CRM user.
- Suggest new articles, comment on existing articles, or offer ideas about how to improve the Resource Center. Send your suggestions either from the link in the Resource Center, or use the feedback form at the end of every article.
Find professional assistance
- Find training and online tutorials.
- Find a partner or buy solutions.
Visiting the Resource Center without Microsoft Dynamics CRM
The Resource Center can be accessed directly from the product, but you can also reach the articles from the Web.
