How to Create A Workflow in CRM

Watch this video to learn how to create a workflow, particularly one that has to wait until a certain time or condition is met.

How to Add a Field in CRM

Ever want to customize CRM?  Add a field or modify a drop down?  Watch this video.  But remember, you must have customization rights to do this.

A Quick Way to Fill Out A Contact Record

Are you tired of re-writing all the same address and phone information for Contacts in CRM as their Account? Have you forgotten to associate a Contact to an Account? Watch this video to learn a simple tip to save you time and headaches.

The Outlook Interface

Check out this video that demonstrates the features and benefits of CRM’s integration with Microsoft Outlook!

Keep a Running List

Just a thought as I work on another CRM implementation… If you are a consultant who is doing several implementations or even if you are just installing this at your company, it’s always good to keep a list of the lessons learned throughout the installation and implementation process.  I have a running list of things…