Be prepared for Dynamics CRM Online Update 1 by downloading the new . 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 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 , 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 .
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