Quick Query is available free to all Dynamics SL users with a BRL license. This new reporting and dashboard tool is one of the most under used features of SL. Watch this video and call us if you would like to get some training on this powerful tool. http://www.youtube.com/watch?v=VFyKbMh_Htg
Microsoft Dynamics SL MVA (Video) training available NOW for Customers! Introduction to Microsoft Dynamics SL 2015 https://mbs.microsoft.com/customersource/northamerica/SL/learning/student-training-materials/course47303 -Get up to speed on the basics of SL (industry focus, modules available) -Get the basics of Microsoft Dynamics SL menu and screen navigation -Helpful for both SL 2011 or SL 2015 customers Microsoft Dynamics SL 2015 Financials…
FREE – yup, that’s right! Free e-learning courses are offered for Microsoft Dynamics customer who have a current maintenance plan! Here are the reasons why you need to take advantage of the FREE Dynamics training: Um…its free! Build your professional skill set Add value to your company and position Ensure that the investment your company made…
Watch this video to learn how to create a workflow, particularly one that has to wait until a certain time or condition is met.
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.
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.
Watch this video to learn the basics of filling out a record. Learn how to tab through fields, use lookup fields to associate other records to your record, and use the drop down.
Check out this video that demonstrates the features and benefits of CRM’s integration with Microsoft Outlook!