Videos - Dynamics CRM

CRMUG Summit & Product Announcement

Thank you to those who were able to make our “Increase Your Engagement, Not Your Budget,” session at CRMUG’s The Summit event! During our session we had the opportunity to show you the value of Peak Portals, have a customer tell you how the portal has been a value to them and also had the pleasure …

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Microsoft Dynamics CRM 2016 Release Date Announced

Update: Microsoft Dynamics CRM 2016 officially released on November 30, 2015. Microsoft announced today that Microsoft Dynamics CRM 2016 will be released in the fourth quarter of 2015. In the official press release Microsoft calls this “The most comprehensive upgrade ever for Dynamics CRM” and says it “includes advancements in intelligence, mobility and service, with …

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Dynamics CRM 2016 Coming in Q4 - Download the NEW Preview Guide

“Microsoft’s obsession with customer success is rooted in our ambition to reinvent productivity and business processes,” said Bob Stutz, corporate vice president, Microsoft Dynamics CRM. “Dynamics CRM 2016 is designed from the ground up to deliver core capabilities all in a single system to eliminate distractions, to make it easier to get things done, and …

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4 Most Important Sales Records in Microsoft Dynamics CRM

There are many different record types in Microsoft Dynamics CRM. I recommend that salespeople first focus on the 4 most important sales records in Microsoft Dynamics CRM. These are the ones that will make the biggest impact on sales results. The short video below explains how to use these records to your advantage. New CRM Sales …

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Streamline Sales Efforts with Microsoft Dynamics CRM Business Process Flows

Optimizing business processes is a fundamental strategy to generate more profit in any business. There are many ways to get more out of your top line, and one of the best is to slim down the time and cost of selling through analysis and improvement. To do this, you need consistent and accurate sales data across …

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Creating a Culture of Constant Improvement with Microsoft Dynamics CRM - Interview with Kelly Roofing Part 2

“We wanted our team to be faster at what they do so they would have more time to spend with the customer.  We looked for software that would allow us to manage our business and customer relations better. That’s when we found Dynamics CRM Online.” - Ken Kelly, President, Kelly Roofing In Part 1 of …

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Video: Field Level Security in Microsoft Dynamics CRM 2015

On their corporate YouTube channel the Microsoft Dynamics CRM provided this new video for Microsoft Dynamic CRM 2015 See how field-level security in Microsoft Dynamics CRM 2015 lets system administrators and customizers secure out-of-box fields in this short video featuring Brandon Simons. Watch now (2:29 minutes) By CRM Software Blog Editors, Find a Dynamics CRM …

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Video: Rollup and Calculated Fields in Microsoft Dynamics CRM 2015

On their corporate YouTube channel the Microsoft Dynamics CRM provided this new video for Microsoft Dynamic CRM 2015 Significant investments have been made in Microsoft Dynamics CRM 2015 - power users don't need to learn to write code to build insights with the data in their CRM Systems. In this short video Brandon Simons shows …

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Video: Hierarchical Security Modeling in Microsoft Dynamics CRM 2015

On their corporate YouTube channel the Microsoft Dynamics CRM provided this new video for Microsoft Dynamic CRM 2015 In this short video Brandon Simons shows you new enhancements in Microsoft Dynamics CRM 2015 that make modeling the security needs of your business less challenging and more maintainable. Watch now (4:48 minutes) By CRM Software Blog …

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Video: Upgrading from Microsoft Dynamics CRM 2013 to 2015

On their corporate YouTube channel the Microsoft Dynamics CRM provided this new video for Microsoft Dynamic CRM 2015 This video covers upgrading from Microsoft Dynamics CRM 2013 to 2015. Matthew Barbour walks you through what you need to know about the upgrade, what's changed, and what we recommend for the upgrade. Watch now (10:05 minutes) …

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