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.

Social Networking CRM Accelerator!


Check out this presentation by Barry Givens, Senior Product Manager for Microsoft Dynamics CRM, and learn about the social networking capabilities within Microsoft Dynamics CRM 4.0. This is what Microsoft has to say about it in their press release: Social Networking Accelerator The Social Networking Accelerator allows business professionals to monitor and analyze customers’ conversations…

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!