Microsoft Dynamics CRM Online Screenshot Demonstration(s)

I prepared this PowerPoint presentation of CRM Online consisting of screenshots for a webinar that only supported the upload of documents, not a live demonstration.  In this presentation I walk through each aspect of the Microsoft CRM application.  The headers link to downloads for just the specific function, not the entire overview provided in the link above.

  • Outlook Integration

    • Menu Bar

    • Toolbar

    • View in CRM

    • Set Parent

    • View Parent

    • Synchronization

    • CRM Online Web Folders

  • Marketing

    • Campaign Management

    • Campaign Planning

    • Customer Segmentation

    • Campaign Execution

    • Lead Import

  • Sales

  • Customer Service

    • Case Management

    • Integrated KB

    • Contract Management

    • Service Scheduling

    • Service Analytics (demonstrating Export to Dynamic Pivot table)

This presentation was built to support a CRM Online overview and covers most of the main functionality.  Feel free to use this in lieu of live presentations if needed, to gain a better understanding of the functionality or to simply practice your demonstration flow.


- Eric Boocock

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