Training and Certification

Rubel Khan's Blog

Learn Microsoft Dynamics CRM

Posted by Rubel Khan on August 30, 2009

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Sharing and assigning records

Learn to share and assign records to other users. Length: 3:02 minutes View this video…
 

Converting records

Learn to convert records from one record type to another as part of the sales life cycle. Length: 2:56 minutes View this video…

Create a personal view

Learn to create a personal view using Advanced Find. Length: 2:58 minutes View this video…

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 View this video…

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 View this video…

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 View this video…

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 View this video…

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 View this 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 View this video…

 
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 View this video…

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 View this video…

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 View this video…

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 View this video…

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 View this video…

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 View this video…

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 View this video…

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 View this video…

 

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 View this video…

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 View this video…

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One Response to “Learn Microsoft Dynamics CRM”

  1. After I initially left a comment I appear to have clicked the -Notify me when new comments
    are added- checkbox and now each time a comment is added I receive
    4 emails with the exact same comment. Is there a means you are able to remove me from
    that service? Appreciate it!

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