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.
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…
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!