Videos
Published: December 15, 2008 Updated: June 24, 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, and understand how features like reporting and workflow can make your staff more efficient.
Although many of the videos use Microsoft Dynamics CRM Online for demonstration purposes, the concepts and steps are the same for Microsoft Dynamics CRM (On-Premise Edition).
On This Page
Get started
Sharing and assigning records
Learn to share and assign records to other users. Length: 3:02 minutes
Converting records
Learn to convert records from one record type to another as part of the sales life cycle. Length: 2:56 minutes
Create a personal view
Learn to create a personal view using Advanced Find. Length: 2:58 minutes
Sales overview
Microsoft Dynamics CRM sales functionality can help you track sales. This overview demonstrates how to create a lead, convert the lead into an opportunity, and provide a quote. Length: 12:00 minutes
Customer service overview
Microsoft Dynamics CRM offers many customer service tools. This video demonstrates how your customer service staff can create and track customer service requests and tasks. Length: 14:54 minutes
Service scheduling overview
This overview video demonstrates the customer service scheduling capabilities, including types of scheduling and defining services, in Microsoft Dynamics CRM. You will also learn how to use the Help files to find the information you need. Length: 13:55 minutes
Working with accounts and contacts
This demonstration shows you how to work with Microsoft Dynamics CRM accounts and contacts in Microsoft Office Outlook. Length: 05:30 minutes
Get data into Microsoft Dynamics CRM
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
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
Data migration overview
You have multiple options for migrating data into Microsoft Dynamics CRM. The video shows you three of these options, including using wizards to import your information. Length: 10:00 minutes
Get data out of Microsoft Dynamics CRM
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
Create a personal view
This video walks you through the steps for creating a personal view and saving it using Advanced Find. Includes how to set the criteria and how to define which columns are displayed. Length: 3:08 minutes
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
Set up Microsoft Dynamics CRM for your business
Customization overview
Microsoft Dynamics CRM 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
Configuring data duplication settings
Microsoft Dynamics CRM 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
Set up your staff in Microsoft Dynamics CRM
Working with security roles
This demonstration steps your through maintaining security roles in Microsoft Dynamics CRM. Learn how to create and modify security roles and privileges for your organization. Length: 09:58 minutes
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
Explore the possibilities
Workflow overview: Implementing a sales process
Using the sales process as an example, this video demonstrates how you can use Microsoft Dynamics CRM workflow tools to generate the activities necessary to complete a process. Length: 25:00 minutes
Workflow example: Simple trade show lead process
This video demonstrating how to create a simple follow up process that fires when you import trade show leads. Length: 10:30 minutes
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