Be prepared for Dynamics CRM Online Update 1 by downloading the new Dynamics CRM Online Update 1 documentation kit. It has everything you need to get your administrators and end users up to speed on what's new, as well as training. The documentation and training (eBooks, user guides and quick reference cards) can be downloaded via a "kit" (16 helpful files included) and is completely customizable. This means that you can "replace images and screen shots, edit the text, use your own logo — whatever works to make your training materials match your system and style". Below is a list of what's included in the new kit.
EBOOKS FOR END USERS
Start working in CRM
Import contacts into CRM
Intro to business processes
Meet your service goals with SLAs and entitlements
Give great customer service with CRM
Use CRM knowledge base articles to help your customer
Go mobile with CRM for tablets
Go mobile with CRM for phones express
5 cool things you can do with CRM for tablets
Introducing Microsoft Social Engagement
EBOOKS FOR ADMINS
Customize a business process
Create or customize system dashboards
USER GUIDE & QUICK REFERENCE
Quick ref card for customer service reps
CRM Basics for sales pros and service reps
CRM for Outlook Basics
Microsoft Dynamics CRM Online 2015 Update 1 User Guide
Do you want to see Dynamics CRM in action - FOR FREE? Click here to start your trial. At 2B Solutions, we've been providing Dynamics CRM solutions for over 12 years. We know the product inside and out and have even created add-on products to address needs around warehouse and inventory management, case/matter management and event tracking. Take the next step and see how Dynamics CRM will positively impact your business. Call us (205-408-9991) or visit our website to learn more.
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