What is Dynamics CRM 2011?
This course offers a basic understanding of Dynamics CRM and its capabilities. You will learn about the primary system entities, Account, Contact and Lead, and how they work together. In addition you will learn how to use marketing tools, reports, goals and workflows to further extend the usefulness of Dynamics CRM to your organization. Finally this course will show you how to customize Dynamics CRM to ensure a 360 view of your customers.
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| expand all | collapse all | Progress | Duration | |
|---|---|---|---|
 Introduction |
|
00:27:52 | |
|
Introduction
|
|
05:04 | |
|
Form Basics Demo
|
|
01:15 | |
|
Why CRM?
|
|
02:17 | |
|
Security Roles
|
|
01:13 | |
|
CRM Form Basics
|
|
03:28 | |
|
Account and Contact Relationships
|
|
02:34 | |
|
Modules
|
|
00:44 | |
|
Navigation
|
|
02:27 | |
|
Specific Modules
|
|
02:47 | |
|
Settings
|
|
03:58 | |
|
Resource Center
|
|
02:05 | |
|
Managing Your Sales Team |
|
00:26:00 | |
|
Introduction
|
|
05:00 | |
|
Lead Demo
|
|
03:29 | |
|
Contact Records
|
|
00:31 | |
|
Contact Records Demo
|
|
03:23 | |
|
Account Entity
|
|
00:36 | |
|
Account Entity Demo
|
|
02:47 | |
|
Opportunity
|
|
00:33 | |
|
Opportunity Forms
|
|
02:43 | |
|
Connections
|
|
00:55 | |
|
Making Connections
|
|
01:54 | |
|
What to do, with what you know.
|
|
04:09 | |
|
Marketing with Dynamics CRM |
|
00:23:36 | |
|
Introduction
|
|
04:12 | |
|
Marketing List Demo
|
|
02:55 | |
|
CRM Campaigns
|
|
01:30 | |
|
Quick Campaigns in Action
|
|
04:20 | |
|
Marketing Campaigns
|
|
01:03 | |
|
Marketing Campaigns Demo
|
|
08:12 | |
|
Third Party Tools
|
|
01:24 | |
|
Reporting in Dynamics CRM |
|
00:27:35 | |
|
Introduction
|
|
03:18 | |
|
Built-in Charts
|
|
01:25 | |
|
Custom Charts
|
|
00:38 | |
|
Building a Custom Chart
|
|
04:24 | |
|
Dashboards
|
|
01:45 | |
|
System Dashboards
|
|
01:49 | |
|
Custom Dashboards
|
|
00:43 | |
|
Building Custom Dashboards
|
|
06:36 | |
|
Built-in Reports
|
|
01:56 | |
|
System Reports
|
|
02:38 | |
|
Summary
|
|
02:23 | |
|
Processes |
|
00:26:02 | |
|
Introduction
|
|
07:06 | |
|
Sales Environment Workflow
|
|
08:23 | |
|
Dialogs
|
|
01:31 | |
|
Quick Dialog Demo
|
|
06:52 | |
|
Starting the Dialog
|
|
01:33 | |
|
Summary
|
|
00:37 | |
|
Customize Dynamics CRM 2011 |
|
00:27:15 | |
|
Introduction
|
|
05:37 | |
|
Editing a System Form
|
|
07:37 | |
|
Adding a Custom Field
|
|
05:20 | |
|
Building a Form
|
|
02:20 | |
|
Multiple Forms per Entity
|
|
05:34 | |
|
Summary
|
|
00:47 |
