Microsoft Dynamics CRM

Home » Microsoft Dynamics CRM » Microsoft Dynamics CRM Videos » All Tags » CRM 2011

Browse by Tags

Related Posts

  • Blog Post: What's New in CRM 2011, Session 2 Intro: Sales Force Automation

    Community Editor
    (Please visit the site to view this video) Intro to the Sales Force Automation session. Includes foundation topics (teams, queues, sales literature...); working with Charts and Dashboards; working with Goal Metrics and Goals.
    on 11 May 2012

  • Blog Post: What's New Session 1: Workflows

    Community Editor
    https://www.youtube.com/embed/KV8BTV9Ihnw CRM 2011 Workflows -- or "Processes" as they're now called -- are even better than they were in 4.0. One of the biggest improvements is the addition of a "Dialog" category of process, which allows you to create a user experience -- prompts...
    on 11 May 2012

  • Blog Post: CRM 2011 What's New Session1 - Customization Demo

    Community Editor
    (Please visit the site to view this video) This is the demo part of the customization section from Session 1 of the What's New in CRM 2011 series. Covered topics: customizing forms and views, the new customization UI, and of course the sweet new lookup field feature!
    on 11 May 2012

  • Blog Post: CRM2011-Goals-MarketingGoals.mp4

    Community Editor
    (Please visit the site to view this video) This is the third part of the recorded What's New in CRM 2011 webinar I did recently on the important topic of "Goals". In this recording I first talk about the kinds of goals that make sense for marketing compared to sales, and then in the demo...
    on 8 May 2012

  • Blog Post: CRM2011-Goals-SalesGoals.mp4

    Community Editor
    (Please visit the site to view this video) This is the second part of the "CRM 2011 Goals" session from my Lunch & Learn webinar series. This part is all demo, and I show you how to create a sales goal suitable for an individual sales rep, and then how to create a team goal. The team goal...
    on 8 May 2012

  • Blog Post: CRM2011-Goals-Intro.mp4

    Community Editor
    (Please visit the site to view this video) Dynamics CRM 2011 has an important new feature area -- "Goals" -- that lets you define targets and track progress against them. I think it's one of the most important new features, but there's a bit of a learning curve. Here's an introduction...
    on 8 May 2012

  • Blog Post: CRM 2011 1:N Relationships and Filtered Lookups

    Community Editor
    (Please visit the site to view this video) if you customize Dynamics CRM the upgrade from 4 to 2011 will definitely end up saving you time. This little day-in-the-life video illustrates four features each of which is so far in my "top ten timesaving new customization features". Let me know...
    on 8 May 2012

  • Blog Post: Taking Advantage of Web Resources

    Community Editor
    (Please visit the site to view this video) Web Resources are new in CRM 2011, and are an important new foundation feature for customizing the platform. Described in the SDK as "virtual files", they will definitely improve your (professional) life, if you happen to be a Dynamics CRM customizer...
    on 8 May 2012

  • Blog Post: IFD for Microsoft Dynamics CRM 2011

    Community Editor
    (Please visit the site to view this video) This video covers the end-to-end process for configuring IFD which includes: 1. Installing AD FS 2.0 2. Configuring the AD FS 2.0 federation server 3. Managing certificates 4. Configuring Dynamics CRM 2011 for claims-based authentication and IFD 5. Creating...
    on 1 May 2012

  • Blog Post: CRM 2011 Global Option Sets

    Community Editor
    (Please visit the site to view this video) If you ever had to manually synch up the values in a similar picklist on two different entity forms in CRM 4.0, you will like global option sets in CRM 2011. If you ever had to do it for three picklists on three entity forms in CRM 4.0 you will LOVE global option...
    on 1 May 2012

  • Blog Post: CRM 2011 Relationships and Filtered Lookups

    Community Editor
    (Please visit the site to view this video) If you customize Dynamics CRM the upgrade from 4 to 2011 will definitely end up saving you time. This little day-in-the-life video illustrates four features each of which is so far in my "top ten timesaving new customization features". Let me know...
    on 1 May 2012

  • Blog Post: Dynamics CRM 2011 Goal Management: Understanding Goal Criteria

    Community Editor
    (Please visit the site to view this video) Goal Management is one of the great new features in CRM 2011, but like a lot of great new features...it's got a bit of a learning curve! One question I get a lot is how do goal criteria work, and in particular, when do you need to use a rollup query. That's...
    on 26 Apr 2012

  • Blog Post: Dynamic Queries in CRM 2011 Dialogs

    Community Editor
    (Please visit the site to view this video) One of the things you can do with the user interface options available in CRM 2011 dialogs is to give users the option of querying CRM data. You can also create "dynamic queries": queries that use as input values selected from a previous query. These...
    on 26 Apr 2012

  • Blog Post: SSRS Reports in CRM 2011 Online

    Community Editor
    (Please visit the site to view this video) Dynamics CRM 2011 Online now supports custom SSRS reports. There's a bit of setup required, though, including the installation of BIDS (part of SQL 2008) and a (free) add-on for CRM known as the Report Authoring Extension. In this video I go through the...
    on 19 Apr 2012

  • Blog Post: SharePoint 2010 and CRM 2011 Integration - List Component and Contextual Search.mp4

    Community Editor
    (Please visit the site to view this video) Here's the demo portion of a presentation I gave at Erin's Pavillion in Springfield, IL, on May 24 2011. It's about two ways of integrating CRM and SharePoint: 1. using the CRM 2011 List Component for SharePoint 2010 to get automatic library and...
    on 19 Apr 2012

  • Blog Post: Round-Robin Lead Assignment using CRM 2011 Dialog Processes

    Community Editor
    https://www.youtube.com/embed/Y1GuRsLJsck Round-Robin lead assignment has a venerable tradition in the Dynamics CRM literature, starting with Ben Vollmer's seminal article on the topic. Here's the latest variation on the theme, using Dynamics CRM 2011 dialog processes.
    on 12 Apr 2012

  • Blog Post: Customization Toolkit Overview - Microsoft Dynamics CRM 2011 Series by Zero2Ten

    Community Editor
    (Please visit the site to view this video) http://www.zero2ten.com This video is an overview of how to customize Dynamics CRM 2011. The video goes through a design scenario that demonstrates how to configure the forms, fields, views, charts and dashboards. For more details, contact us at: http://www...
    on 10 Apr 2012

  • Blog Post: Integration with Constant Contact - Microsoft Dynamics CRM 2011 Series by Zero2Ten

    Community Editor
    (Please visit the site to view this video) http://www.zero2ten.com Integration between Constant Contact and Microsoft Dynamics CRM using CCUBED by Zero2Ten. For more details, contact us at: http://www.zero2tencrm.com/aboutus/contactus.aspx
    on 10 Apr 2012

  • Blog Post: Creating Custom Entities - Microsoft Dynamics CRM 2011 Series by Zero2Ten

    Community Editor
    (Please visit the site to view this video) http://www.zero2ten.com Microsoft Dynamics CRM 2011: This video provides an overview of how to extend Dynamics CRM 2011 to include additional functionality or business processes. In this overview we show how you can add a custom entity to track Samples that...
    on 9 Apr 2012

  • Blog Post: CRM 2011 Overview - Microsoft Dynamics CRM 2011 Series by Zero2Ten

    Community Editor
    (Please visit the site to view this video) http://www.zero2ten.com This video provides a high level overview of the sales, marketing and service functionality in Microsoft Dynamics CRM 2011. The overview includes Dashboards, Leads, Accounts, Contacts, Campaigns, Cases and KB Articles. For more details...
    on 9 Apr 2012

  • Blog Post: Creating Workflows - Microsoft Dynamics CRM 2011 Series by Zero2Ten

    Community Editor
    (Please visit the site to view this video) http://www.zero2ten.com This CRM 2011 video goes through how to create 2 workflows: 1) Notification when an opportunity hits the proposal stage in the sales cycle AND it is above $250K 2) Updating the Account to Relationship Type = Client when an Opportunity...
    on 9 Apr 2012

  • Blog Post: Creating Role Based Forms - Microsoft Dynamcis CRM 2011 Series by Zero2Ten

    Community Editor
    (Please visit the site to view this video) http://www.zero2ten.com Microsoft Dynamics CRM 2011: This video provides an overview of how to create a unique and tailored user experience for each type of user that is logging into CRM by creating a separate form for each Record Type in CRM (like Accounts...
    on 9 Apr 2012

  • Blog Post: Add Marketing Capabilities - Microsoft Dynamics CRM 2011 Series by Zero2Ten

    Community Editor
    (Please visit the site to view this video) http://www.zero2ten.com Microsoft Dynamics CRM 2011 Video. In this video we review: 1) Marketing Lists 2) Campaigns 3) Quick Campaigns We also give some recommendations on how you can easily phase marketing capabilities into your current CRM implementation...
    on 9 Apr 2012

  • Blog Post: Data Importing - Microsoft Dynamics CRM 2011 Series by Zero2Ten

    Community Editor
    (Please visit the site to view this video) http://www.zero2ten.com CRM 2011 - This video goes through: 1) Best Practices for setting up your data for import 2) Using the data import tool in Dynamics CRM 2011 3) Using the Data Management tools to check the results of your import For more details...
    on 5 Apr 2012

  • Blog Post: Keeping on top of your Pipeline - Microsoft Dynamics CRM 2011 Series by Zero2Ten

    Community Editor
    (Please visit the site to view this video) http://www.zero2ten.com Microsoft Dynamics CRM 2011: This video provides an overview of how to automatically send an email reminder every time an open opportunity goes 14 or more days without being updated or modified. This is a best practice for sales teams...
    on 5 Apr 2012
12