General Videos
Video: General Overview - Time: 15:00
This video will provide a navigation overview of Microsoft Dynamics CRM Online via the Outlook client and Internet Explorer Web Browser.
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Video: Sales Overview - Time: 12:00
This video will show the sales features in Microsoft Dynamics CRM Online from creating a lead that leads to an opportunity that then leads to a quote.
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Video: Customer Service Overview - Time: 14:54
This video will provide an overview of the customer service functionality in Microsoft Dynamics CRM Online.
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Video: Marketing Overview - Time: 21:04
This video will show the marketing features of Microsoft Dynamics CRM Online, including Campaigns, Marketing Lists, Campaign Activities and Responses, and Reporting.
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Video: Service Scheduling Overview - Time: 13:55
This video will provide an overview of the service scheduling functionality in Microsoft Dynamics CRM Online.
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Video: Reporting Overview - Time: 15:29
This video will show the reporting capabilities in Microsoft Dynamics CRM Online.
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Video: Working with Accounts & Contacts - Time: 05:30
This video will show how to work with Accounts & Contacts within Microsoft Dynamics CRM Online.
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Video: Mail Merge - Time: 08:03
This video will show how to create mail merge templates and create emails and Word labels with mail merge.
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Video: Internet Marketing - Time: 02:29
This video will show the new Internet Marketing capabilities with Microsoft Dynamics CRM Online.
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Video: Internet Marketing: Web to Lead - Time: 10:55
This video will show how to create a Web to Lead landing page for CRM Online. *Updated for March 2009 Release*
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Video: CRM Client for Outlook Installation and Setup - Time: 11:55
This video will walk you through the process of installing and configuring the CRM Online Client for Microsoft Outlook.
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Video: Using Advanced Find - Time: 10:02
This video will show you how to use the Advanced Find feature to find and take action on targeted sets of data. It will also show how to create Saved Views (My Views).
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Administrator Videos
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Video: Add User: Adding a new user - Time: 06:45
This video will show to how to add a new user in Microsoft Dynamics CRM Online. |
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Video: Customization Overview - Time: 13:00
This video will show how easy it is to modify existing entities or creating new entities in Microsoft Dynamics CRM Online. |
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Entity Relationship Overview - Time: 11:00
This video will show to how easy it is to create relationships between CRM Online entities (ie Accounts, Contacts, Opportunities, …). |
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Working with Security Roles - Time: 09:58
This video will show how to work with security & roles. |
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Configuring Data Duplication Settings - Time: 08:27
This video will show how to configure data duplication settings and run duplicate detection jobs.
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Advanced Videos
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Introduction to custom proposal solution using Word - Time: 05:45
This video will introduce a software + software as a service using MS Word and Microsoft Dynamics CRM Online. |
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Bulk Data Export Overview - Time: 7:15
This video will show how to leverage an open source solution to export data from Microsoft Dynamics CRM Online. |
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Data Migration Overview - Time: 10:00
This video will show the out of the box methods (import data wizard & data migration manager) to import data into Microsoft Dynamics CRM Online. |
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Workflow - Trade Show Lead Process - Time: 10:30
This video will show how easy it is to utilize workflow to create a simple trade show lead follow up process. |
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Workflow - Sales Process Overview - Time: 25:00
This video will show how to build a more complex workflow to manage a sales process. |
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Mapping Example. - Time: 04:11
This video will show a Software + Services example of mapping account information with Microsoft Dynamics CRM Online. |
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Territory Management - Time: 10:00
This video will show how you can configure Territory Management capabilities with Microsoft Dynamics CRM Online. |
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Lead Assignment - Time: 5:45
This video will show how you can configure workflow to auto assign leads with Microsoft Dynamics CRM Online. |
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Document Management - Time: 07:00
This video will show how you can custom the application to include document management services. |
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Report Scheduler Tool - Time: 10:00
This video will show how you a custom tool built in Visual Studio that executes saved views and emails as a CSV file. |
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Windows Live Service - Time: 10:48
This video will show how you how to sign up for a Windows Live ID and other ways to use the Windows Service in CRM. |
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eService Accelerator Online - Time: 27:00
This video will discuss using the eService Accelerator with Microsoft Dynamics CRM Online. |
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Introduction to Azure - Time: 18:00
This video will present an introduction to Cloud Computing and Azure. Demonstrations and relavance to Microsoft Dynamics CRM Online. |
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XRM Introduction - Vacation Rental - Time: 10:00
This video will present an introduction to XRM. |
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Sitemap Modification Overview - Time: 16:42
This video will demonstrate how to modify the sitemap to customize the layout of the CRM user interface. |
