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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: 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: Global Search for Microsoft Dynamics CRM 2011

    Community Editor
    (Please visit the site to view this video) Sonoma Partners Global Search utility allows users to quickly and easily search across multiple records at one time. The global search box is always available in the ribbon, so users can access it quickly. Administrators can configure different search attributes...
    on 23 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: Microsoft Dynamics xRM Showcase Challenge

    Community Editor
    (Please visit the site to view this video) In this Microsoft Dynamics Community video, Laura Robinson (Microsoft Dynamics CRM Technology Specialist), Matt Valentine (Sr. Product Manager for Microsoft Dynamics CRM), and Shan McArthur (representing ADXstudio) sit down to tell us more about the contest...
    on 1 May 2012

  • Blog Post: Microsoft Dynamics Convergence CRM Track

    Community Editor
    (Please visit the site to view this video) In this Microsoft Dynamics Community video, Bryan Nielson, Director of Product Management for Microsoft Dynamics CRM, provides an overview of what his team has to offer to Microsoft Dynamics Convergence Atlanta 2010 attendees, including concurrent sessions,...
    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: 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: 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

  • Blog Post: CRM 2011 Export, Clean and Import - 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 export data from Dynamics CRM 2011 to Excel, clean and change the data in Excel and then import the changes back into CRM. For more details, contact us at: http...
    on 5 Apr 2012

  • Blog Post: Using Auditing - 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 demonstrate the 3 levels of control related to auditing. We also demonstrate the Audit View and Audit Summary features. For more details, contact us at: http://www.zero2tencrm.com...
    on 5 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: Microsoft Dynamics CRM: Dynamic Marketing Lists

    Community Editor
    (Please visit the site to view this video) This is the first video blog in our new blog series "Day In The Life". Watch as we show you how to create a Dynamic Marketing List in Microsoft Dynamics CRM.
    on 13 Mar 2012

  • Blog Post: CRM Anywhere

    Community Editor
    https://www.youtube.com/embed/5HVqc5MthbI Microsoft Dynamics CRM Q2 2012 Service Update "What's New Video". This is the video version of our Release Preview Guide. Includes great demos of mobility, BI and Analytics.
    on 12 Mar 2012

  • Blog Post: Activity Feeds Overview

    Community Editor
    (Please visit the site to view this video) Quick overview of activity feeds and social network capabilities within Microsoft Dynamics CRM 2011
    on 29 Dec 2011

  • Blog Post: Microsoft Dynamics CRM Marketing Automation

    Community Editor
    (Please visit the site to view this video) Watch this 6 minute video demonstration to learn how to drill into campaigns using Microsoft Dynamics CRM. Some examples include tracking campaign responses, planning your activities, assigning them to CRM users and also be able to synchronise these to your...
    on 8 Dec 2011

  • Blog Post: Microsoft Dynamics CRM Sales Process Management

    Community Editor
    (Please visit the site to view this video) Watch this 7 minute video demonstration to learn how Microsoft Dynamics CRM can streamline, drive and control the complete sales cycle of your business. Contact one of our experts for more information. W: www.pa.com.au E: microsoftinfo@pa.com.au T:...
    on 8 Dec 2011

  • Blog Post: The Will Bureau's success story with eBECS and Microsoft Dynamics CRM

    Community Editor
    (Please visit the site to view this video) The Will Bureau is a leading legal service provider in London offering a range of legal services including estate planning, discretionary trusts, IHT, asset preservation, wealth management, tax saving, guardian, executor and secure document storage.. SITUATION...
    on 29 Nov 2011

  • Blog Post: Jim Sheehan, COO of PowerObjects at WPC 2011

    Community Editor
    (Please visit the site to view this video) Conversation with Jim Sheehan of PowerObjects at the 2011 Microsoft Worldwide Partner conference. Jim shares his thoughts on Microsoft Dynamics CRM in the Cloud and the opportunity for his company in the business applications space.
    on 25 Jul 2011

  • Blog Post: Microsoft CRM - LinkedIn Integration

    Community Editor
    (Please visit the site to view this video) This integration between Microsoft CRM and LinkedIn allows users to connect accounts and contacts from CRM to LinkedIn records. This will allow them to take advantage of all of the great relationship data contained in the LinkedIn database.
    on 16 Jun 2011

  • Blog Post: CRM Online & Office 365

    Community Editor
    (Please visit the site to view this video) In this video, we'll demonstrate how to leverage the integration between Microsoft Office 365 and Microsoft Dynamics CRM Online to improve corporate collaboration, staff productivity, and make your organization more agile.
    on 20 May 2011
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