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Intelligent Technologies, Inc.

Everything You Need to Get Started with Microsoft Dynamics CRM 2013

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As you’ve likely heard by now, Dynamics CRM 2013 is quite a bit different than previous versions.  And while these changes are positive and will ultimately help users be more productive, it will take a little time to familiarize yourself with them. 

So, I thought it might be helpful if I collected a variety of resources to get you started with Dynamics CRM and combined them into one convenient blog post. If you’ve recently upgraded to Microsoft Dynamics CRM 2013 these videos and ebooks should help you get up and running fast.  If you haven’t upgraded yet, but are considering doing so in the near future, you’ll want to bookmark this page and come back to it later.

Dynamics CRM 2013 ebooks:

 

1.       Start Working in CRM

This ebook shows you how to:

  • Find your work area in CRM
  • Work with contacts, accounts, leads, and opportunities
  • Enter data quickly and easily
  • Place calls, send email, and take notes
  • Check the current status of service cases for a customer

 

2.       What’s Changed in This Version

As the name suggests, this ebook gives you an overview of the major differences between Dynamics CRM 2013 and previous versions.

 

3.       Bring in Your Contacts

 We all know one of the first things you have to do when you get a new CRM system is import contacts. Whether your contacts are stored in an email program, a spreadsheet, or on your phone, this ebook walks you through the process of moving your contacts over to Dynamics CRM 2013.

 

Dynamics CRM 2013 Videos:

 

1.       Getting Started with Dynamics CRM 2013

This video will show you how to get around in Microsoft Dynamics CRM 2013, and how to work with dashboards and contacts.

 

2.  Microsoft Dynamics CRM 2013 User Experience Overview

This video introduces users to the new user interface in Microsoft Dynamics CRM 2013.
 

3. Microsoft Dynamics CRM 2013 Business Process Overview

This video demonstrates how the new process guidance tools in Dynamics CRM help you respond to a rapidly changing business environment. Discover how they change Microsoft Dynamics CRM from data capture system to outcome driven system, and learn how to configure them to meet your business needs.
 
4. Microsoft Dynamics CRM 2013 for Tablets

This video illustrates how you can build relationships with your customers, on the go, through Microsoft Dynamics CRM for tablets.
 
I hope you’ve found this collection of ebooks and videos to be helpful.  If you’d like to explore even more resources to help you get started with Dynamics CRM 2013, visit the Microsoft Dynamics YouTube channel or check out the Getting Started Best Bets page for CRM 2013.

 

If you have any questions about Microsoft Dynamics CRM and whether it’s the right solution for your business, contact our friendly experts today!  They’d love to help you address your specific needs.

 

By: Laura Heinbockel, Intelligent Technologies, Inc., A NC Dynamics CRM Partner

www.inteltech.com

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