8 steps to get started for a new administrator

The items in this article cover the basics for getting started as a new administrator in Microsoft Dynamics CRM Online. The Resource Center also includes many articles for taking full advantage of Microsoft Dynamics CRM Online. For a complete list, visit the Resource Center by clicking Resource Center on the left navigation pane. And, for yet more information, see the Help.

It is possible that the terminology used in Microsoft Dynamics CRM Online has been customized.

Key steps

1. Learn about Microsoft Dynamics CRM Online
   • Video: General Overview
   • Introduction to Microsoft Dynamics CRM Online
2. Configure your system
   • Configuration articles
   • Basic setup to get started
   • Setting up business units
   • Set up your organization
   • Intermediate configuration
3. Customize your system
   • Video: Customizations
   • 11 things to know about customization
4. Install and use Microsoft Dynamics CRM Online for Outlook
   • 8 steps to get started with Microsoft Dynamics CRM Online for Outlook
   • Getting your personnel started with Microsoft Dynamics CRM Online for Outlook
5. Import and load data into your system
   • Video: Importing Customer Data
   • Getting started with importing
   • Importing data overview
6. Automate your sales processes
   • Workflow overview: Implementing a sales process
   • Workflow example: Simple trade show lead process
   • Follow a workflow from creation through action
   • Using workflows to automate common business tasks
7. Invite personnel to use Microsoft Dynamics CRM Online
   • Video: Add Personnel to Microsoft Dynamics CRM Online
8. Create and run reports
   • Using reports
   • Video: Reporting Overview

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Related Links

11 things to know about customization

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Getting started articles