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Related Posts
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: 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:
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:
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: 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:
Living in Outlook with Tripp Parker
Community Editor
https://www.youtube.com/embed/vTqe-OKAljQ Tripp Parker is the Program Manager for the Microsoft Outlook client within Microsoft Dynamics CRM 2011. He discusses the significant re-design that went into the new Outlook client, including adoption of the Fluent user interface and re-building the CRM client...
on
1 May 2012
Blog Post:
Microsoft Dynamics CRM 2011 User Experience with Michael McCormack
Community Editor
(Please visit the site to view this video) Michael McCormack is the Senior Program Manager Lead for the user experience team within Microsoft Dynamics CRM. He talks about the design principles that were used to define the new user experience in Microsoft Dynamics CRM 2011 and shares examples of how Microsoft...
on
1 May 2012
Blog Post:
Microsoft's IT Investigators Visit the New Orleans Hornets - Part One
Community Editor
(Please visit the site to view this video) Matt "Click" Hester and Keith "Point" Combs visit the New Orleans Hornets Vice President of Information Technology, Tod Caflisch, to talk about the Hornets recent Microsoft Dynamics CRM implementation.
on
1 May 2012
Blog Post:
Office 2010 / Microsoft Dynamics CRM Demo -- Coordinating Sales and Customer Support (Part 2 of 2)
Community Editor
(Please visit the site to view this video) In this demonstration, you will see how the user, such as an account manager, can easily access customer information from a central dashboard in SharePoint Server 2010, and also seamlessly access customer data stored in Microsoft Dynamics CRM.
on
1 May 2012
Blog Post:
Office 2010 / Microsoft Dynamics CRM Demo -- Coordinating Sales and Customer Support (Part 1 of 2)
Community Editor
(Please visit the site to view this video) In this demonstration, you will see how the user, such as an account manager, can easily access customer information from a central dashboard in SharePoint Server 2010, and also seamlessly access customer data stored in Microsoft Dynamics CRM.
on
1 May 2012
Blog Post:
Office 2010 / Microsoft Dynamics CRM Demo -- Rapid RFP Response Features (Part 2 of 2)
Community Editor
(Please visit the site to view this video) In this demonstration, you will see how combining Microsoft Dynamics CRM with Microsoft Office 2010 and Microsoft SharePoint Server 2010 can help you to increase the velocity of your key business processes.
on
1 May 2012
Blog Post:
Office 2010 / Microsoft Dynamics CRM Demo -- Rapid RFP Response Features (Part 1 of 2)
Community Editor
(Please visit the site to view this video) Office 14 / Microsoft Dynamics CRM Demo -- Rapid RFP Response Features In this demonstration, you will see how combining Microsoft Dynamics CRM with Microsoft Office 2010 and Microsoft SharePoint Server 2010 can help you to increase the velocity of your key...
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:
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:
Working with Connections - 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) What connections are 2) How to use connections 3) How to build custom connections For more details, contact us at: http://www.zero2tencrm.com/aboutus/contactus.aspx
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:
Top 10 User Productivity Tips - Microsoft Dynamics CRM 2011 Series by Zero2Ten
Community Editor
(Please visit the site to view this video) Microsoft Dynamics CRM 2011 Video: In this video are 10 productivity tips for CRM 2011 End Users: 1) Set Your Personal Options 2) Use Your Charts 3) Use Your Filters 4) * Search (improve search) 5) Bulk Edit 6) "Type and Tab" 7) Recently Visited...
on
3 Apr 2012
Blog Post:
Creating Reports in CRM - 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 the 4 main ways in which reporting can be done in Microsoft Dynamics CRM 2011 are covered: 1) Advanced Find and Charts 2) Excel Pivot Tables and Worksheets 3) SQL Report Services ...
on
3 Apr 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:
Microsoft Dynamics AX: Brio
Community Editor
(Please visit the site to view this video) http://www.microsoft.com/erp : Learn how Swedish toy manufacturer BRIO uses Microsoft Dynamics CRM and Microsoft Dynamics AX for their sales, order and delivery process providing better business insight, saving time & money plus more.
on
24 Feb 2012
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