Welcome to Microsoft Dynamics CRM. Microsoft Dynamics CRM is a customer relationship management application that is designed to help your organization acquire and retain customers and reduce the time spent on administrative tasks.
The articles and videos listed here will help you get started with Microsoft Dynamics CRM. The first set of articles will give you a quick set of steps to learn more about the different areas of the product. The second set will help you work with the data you already have. The third set will help you configure your system for your whole company. The final set has videos that will show you how to get set up and configure the settings in your system.
Initial steps
10 steps to get started with sales
These are the ten key things you should know about the Sales features of Microsoft Dynamics CRM, 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, including terminology, quick tips, and using reports.
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10 steps to get started with customer service
These are the ten key things you should know about the customer service features of Microsoft Dynamics CRM, including terminology, quick tips, and using reports.
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Increase your efficiency
Key steps to get started with Microsoft Dynamics CRM for Outlook
These are the key things you should know about Microsoft Dynamics CRM for Microsoft Office Outlook, including how to install, set up, and use this add-in to Microsoft Dynamics CRM.
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Getting started with importing
Use the Import Data Wizard to migrate data into Microsoft Dynamics CRM. This is a great option when you are importing just one or two types of records.
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Import your Outlook contacts into Microsoft Dynamics CRM
You can import your contacts from Outlook and integrate their information into Microsoft Dynamics CRM.
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Top 10 keyboard shortcuts for Microsoft Dynamics CRM
Accomplish tasks quicker by using keyboard shortcuts instead of your mouse.
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9 steps to get started with reporting
Learn the options for analyzing your Microsoft Dynamics CRM data, and find out how to get the information you need quickly.
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8 steps to get started with Advanced Find
The items in this article cover the basics for getting started finding and analyzing data by using Advanced Find in Microsoft Dynamics CRM.
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Quick tips
Short tips to help you use Microsoft Dynamics CRM more efficiently.
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Tricks and tips from people who use Microsoft Dynamics CRM
The Microsoft CRM community is sharing their best practices, shortcuts, and tips for using Microsoft Dynamics CRM.
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Help others get started
Getting your personnel started with Microsoft Dynamics CRM for Outlook
Set up your personnel to use Microsoft Dynamics CRM for Microsoft Office Outlook, and send them instructions how to get started.
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Supported customizations
Understanding how to use supported customizations will protect your investment over time. This article describes the principles behind supported customizations and the types of customizations that are not supported.
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Helpful videos
Videos
The following videos describe how to use Microsoft Dynamics CRM. 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: 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: Sharing and assigning records
This video walks you through the steps of sharing and assigning records. Length: 3:02 minutes
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Video: Converting records
This video walks you through the steps for converting records from one record type to another during the life cycle of a sale. Length: 2:56 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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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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