Microsoft Dynamics CRM Videos
People favor learning techniques that speak to them. Some people want to have a book in hand. Others will only read online. And then there are those who prefer videos. For the learners who are in the latter category here is a collection of videos designed to help you do what ever you might want to with Microsoft Dynamics CRM. Below I only highlight some the many videos available at the Video Resource page.
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General overview of Microsoft Dynamics CRM Online
A navigation overview of Microsoft Dynamics CRM Online, along with a tour of Microsoft Dynamics CRM Online for Microsoft Office Outlook and Internet Explorer Web Browser. Length: 15:00 minutes
Video: Sharing and assigning records
This video walks you through the steps of sharing and assigning records. Length: 3:02 minutes
Get data into Microsoft Dynamics CRM Online
Video: 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
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
Data migration overview
You have multiple options for migrating data into Microsoft Dynamics CRM Online. 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 Online
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
Bulk data export overview
An open source, bulk export tool available for download gives you another method to export information out of Microsoft Dynamics CRM Online. This demonstration shows you how to download the tool and how to use it to export your information. Length: 7:15 minutes
Set up Microsoft Dynamics CRM Online for your business
Video: Basic setup to get started
On your first login to Microsoft Dynamics CRM Onlineyou will be prompted to choose the currency of choice for your business. This short video will help you make the right choice for your business. Length: 2:07 minutes