New Microsoft Dynamics CRM 3.0 Videos

Two brand spankin' new videos are now available for your viewing pleasure. These videos provide step-by-step solutions that demonstrate the powerful Office integration features that are built-in to Microsoft Dynamics CRM. Short descriptions and links are below. Comments about the videos are welcome.
Print a customer-ready sales document

Print sales documents so that they can be presented just the way you want, such as custom formatting, company logo, and letterhead. Using the mail merge feature in Microsoft Office Word, you can create personalized templates to use to prepare sales documents for a single customer or for many customers at one time.
View this video to learn how to print quotes created in Microsoft Dynamics CRM for distribution to customers.
Combine Microsoft Dynamics CRM data with PivotTables for effective sales forecasting

Sales managers and executives periodically review potential revenues by analyzing sales data across the organization. Learn how to use Microsoft Office Excel PivotTables to display real-time Microsoft Dynamics CRM sales data that is displayed in dynamic tables, charts, and graphs.
View this video that demonstrates how to use these visual tools to help you successfully run your business.

Matt Peart

Comments (8)

  1. George Doubinski says:

    It would be even better if links to videos worked 🙂

  2. Unfortunately the links to view the videos don’t work. The links must have been created from LOCAL access. Here’s one: http://wwwppe/dynamics/crm/Demos/Sales/PivotTableVideo/Mod2.htm

    Note it starts off with an address which is NOT a FQDN (wwwppe). Hopefully these links can be corrected quickly.

  3. CRM_Crusader says:

    Both these videos DON’T work….

  4. Felix says:

    Viedoes don’t work… the link should be wrong


    I am very interessted in watching it … is there another source?

  5. I try both Link and neither Worked.  The URL is not valid for example:  http://wwwppe/dynamics/crm/Demos/Sales/PrintQuoteVideo/Mod1.htm


  6. 365blog says:

    The links have been fixed. Sorry for the noise. Enjoy.

  7. Neil Benson says:

    Come on CRM team – no one really waits until the end of the month to print a bunch of quotes out on paper!

    Also, you’ll notice that the customer doesn’t actually receive any details of what products/services are included in the quote. Instead they get an obscure quote reference number, no product/service detail and financial information to four or five decimal places.

    We don’t use Microsoft CRM for producing quotes, and neither do any of our customers. It’s too hard, ugly and useless – as this video shows.

    I want Microsoft CRM to produce a detailed quote in a secure web portal that my customer can view, amend, print or forward to a colleague, and convert into an order. I want the whole process web enabled and automated. We’re going to try our Experlogix to see if we can get it to replicate the functionality of instead.

  8. mkatsev says:

    Even though my link for the quotes video( worked, and I liked itas it shows the rich power of the CRM functionality but I believe that the approach in this video goes against MS CRM goal of creating an enterprise-level system. Yes, this scenario is perfect for a small company where one person in doing invoices/quotes. What if it is a multi-office corporation? Someone has to make sure the templates are in place and consistant, teach users the rest of the steps, etc.

    How about Ed Martinez’s approach on quotes/orders/invoices printing found on the ? He created a set of standard CRM reports for the sales module. I find it a perfect solution to an obvious (to me) gap in the current CRM functionality. After uploading Ed’s invoice report and applying very little customization (which I haven’t done yet), my organization now has business-standard looking document that:

    1. Pulls data directly from the system without any extra steps

    2. Is the same across the whole CRM system

    3. User the power of SQL Report Server for easy pre-filtering or conversion for, let’s say, PDF format to send to a customer.

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