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  • Blog Post: Microsoft Dynamics CRM: Creating a Planning Activity

    Community Editor
    (Please visit the site to view this video) This is the eleventh installment in our new video blog -Day In The Life- a Microsoft Dynamics CRM video blog by Cole Systems. Watch as we show you how to create a planning activity in Microsoft Dynamics CRM.
    on 10 Aug 2012

  • Blog Post: Microsoft Dynamics CRM: Sharing an Opportunity

    Community Editor
    (Please visit the site to view this video) This is the thirteenth installment in our new video blog -Day In The Life- a Microsoft Dynamics CRM video blog by Cole Systems. Watch as we show you how to share an opportunity in to Microsoft Dynamics CRM.
    on 18 Jul 2012

  • Blog Post: Microsoft Dynamics CRM: Resolving a Case

    Community Editor
    (Please visit the site to view this video) This is the twelfth installment in our new video blog -Day In The Life- a Microsoft Dynamics CRM video blog by Cole Systems. Watch as we show you how to resolve a case in Microsoft Dynamics CRM.
    on 11 Jul 2012

  • Blog Post: Microsoft Dynamics CRM: Manually Entering a Lead

    Community Editor
    (Please visit the site to view this video) This is the eigth installment in our new video blog "Day In The Life" a Microsoft Dynamics CRM video blog by Cole Systems. Watch as we show you how to manually enter a new lead in to Microsoft Dynamics CRM.
    on 5 Jun 2012

  • Blog Post: Microsoft Dynamics CRM: Assigning a User a New Security Role

    Community Editor
    (Please visit the site to view this video) This is the seventh installment in our new video blog "Day In The Life" a Microsoft Dynamics CRM video blog by Cole Systems. Watch as we show you how to assign a user a new security role in Microsoft Dynamics CRM.
    on 31 May 2012

  • Blog Post: Microsoft Dynamics CRM: Entering a Case

    Community Editor
    (Please visit the site to view this video) This is the sixth installment in our new video blog "Day In The Life" a Microsoft Dynamics CRM video blog by Cole Systems. Watch as we show you how to enter a case into Microsoft Dynamics CRM.
    on 21 May 2012

  • Blog Post: Microsoft Dynamics CRM: Importing Leads

    Community Editor
    (Please visit the site to view this video) This is the fifth installment in our new video blog "Day In The Life" a Microsoft Dynamics CRM video blog by Cole Systems. Watch as we show you how to import leads into Microsoft Dynamics CRM.
    on 2 May 2012

  • Blog Post: Demo: Flexible Goal Management in Microsoft Dynamics CRM 2011

    Community Editor
    (Please visit the site to view this video) See how a businesses can define key performance and business indicators to track and measure progress against any organizational goal or metric.
    on 1 May 2012

  • Blog Post: Demo: Microsoft Dynamics CRM 2011 and Outlook

    Community Editor
    (Please visit the site to view this video) This demo shows how Microsoft Dynamics CRM 2011 works inside Microsoft Outlook, making it easier than ever to keep track of customer information.
    on 1 May 2012

  • Blog Post: Demo: Solutions Management in Microsoft Dynamics CRM 2011

    Community Editor
    (Please visit the site to view this video) This demo shows how developers and ISVs can manage thier solutions in Microsoft Dynamics CRM 2011.
    on 1 May 2012

  • Blog Post: Demo: Process control in Microsoft Dynamics CRM 2011

    Community Editor
    (Please visit the site to view this video) This demo shows the different ways in which managers can gain greater control of their business processes using Microsoft Dynamics CRM 2011.
    on 1 May 2012

  • Blog Post: Demo: Microsoft Dynamics CRM 2011 and Fluent UI

    Community Editor
    (Please visit the site to view this video) This demo shows how Microsoft Dynamics CRM 2011 is adopting the Microsoft Office Fluent UI to make navigation easier and tasks quicker to perform.
    on 1 May 2012

  • Blog Post: More Complex Workflow in CRM

    Community Editor
    (Please visit the site to view this video) http://www.rosebizinc.com This video shows a workflow that spans 30 days, send e-mail messages and checks to verify that the workflow is valid for the contact. This is a workflow we're using as part of www.mygpcloud.com This type of workflow can also be...
    on 1 May 2012

  • Blog Post: Microsoft Dynamics Crm: Adding A New User

    Community Editor
    (Please visit the site to view this video) This is the fourth installment in our new video blog "Day In The Life" a Microsoft Dynamics CRM video blog by Cole Systems. Watch as we show you how to add a new user in Microsoft Dynamics CRM.
    on 24 Apr 2012

  • Blog Post: Microsoft Dynamics CRM: Quick Campagins

    Community Editor
    (Please visit the site to view this video) This is the third installment in our new video blog "Day In The Life" a Microsoft Dynamics CRM video blog by Cole Systems. Watch as we show you how to create a Quick Campaign in Microsoft Dynamics CRM.
    on 3 Apr 2012

  • Blog Post: Microsoft Dynamics CRM: Static Marketing Lists

    Community Editor
    (Please visit the site to view this video) This is the second installment in our new video blog "Day In The Life" a Microsoft Dynamics CRM video blog by Cole Systems. Watch as we show you how to create a Static Marketing List.
    on 26 Mar 2012

  • Blog Post: Membership Management for CRM 2011

    Community Editor
    (Please visit the site to view this video) Planet Technologies presents Membership Management for CRM 2011. This video shows how to install and then load sample data for the Membership Management solution.
    on 19 Oct 2011

  • Blog Post: CRM 2011: Sales Overview: Quotes, Orders, & Invoice

    Community Editor
    (Please visit the site to view this video) This video will take you through tracking and converting an email into a lead record. Then convert that lead record into a new opportunity record and demonstrate how to associate products, quotes, orders, and invoices when working with an opportunity record...
    on 14 Jul 2011

  • Blog Post: Partner Landscape: Microsoft Dynamics CRM

    Community Editor
    (Please visit the site to view this video) Learn more about the opportunities for being a partner with Microsoft Dynamics CRM.
    on 20 May 2011

  • Blog Post: Microsoft Dynamics CRM Online - Guided Processes Demo

    Community Editor
    (Please visit the site to view this video) Microsoft Dynamics CRM Online helps improve team effectiveness with consistent and streamlined processes. Organizations can create customized automated workflows without the need for expensive or complex application development.
    on 20 May 2011

  • Blog Post: Importing Data into CRM 2011

    Community Editor
    (Please visit the site to view this video) http://www.rosebizinc.com This video shows an example of importing Accounts and Contacts into CRM 2011. You can easily import records into almost any entity in CRM. You can create templates and use them over and over. But it's really pretty easy to just...
    on 20 May 2011

  • Blog Post: CRM 2011 Excel Export & Import

    Community Editor
    (Please visit the site to view this video) http://www.rosebizinc.com This video shows a new feature in CRM 2011 that allows you to export data from CRM, edit it, and import it back into CRM. This is a great way to make changes to a lot of records at one time. It's also a great way to mess up a lot...
    on 20 May 2011

  • Blog Post: WhosOn Live Chat Analytics Overview

    Community Editor
    (Please visit the site to view this video) WhosOn Live Chat - Analytics A Quick Overview for ASP.net Presentation Las Vegas March 2011. For more information view http://www.whoson.com
    on 20 May 2011