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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘how tos’

How to Use Connections in Microsoft Dynamics 365 for Sales

  In this video by our Dynamics 365 CRM support team, we'll look at how to use Connections in Microsoft Dynamics 365 for Sales to create searchable relationships between entities.   Connections add valuable layers of relationship information to your records. For example, you can connect a contact to multiple accounts, which is highly valuable […]

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The Hidden Truth about CRM Data Import Files

There is no denying that when working with importable data in CRM, data integrity is of the highest importance. Microsoft has gone a long way to help make importable templates much more manageable and safe for end users.  They have added a number of user friendly measures, such as tool tips that tell you the […]

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10 Time Saving Dynamics CRM 2013 Keyboard Shortcuts

Let’s face it, in today’s fast paced world we’re all looking for ways to get more done in less time. And, keyboard shortcuts are a great way to make sure that the time you spend on the computer will be as productive as possible. One of the reasons Microsoft Dynamics CRM has become so popular […]

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Everything Your Customer Service Team Needs to Get Started with Microsoft Dynamics CRM 2013

Last month, I wrote a series of “Getting Started with Microsoft Dynamics CRM 2013” blogs for general users as well as those who work in Sales and Marketing.  If you missed either of them, click the links provided in the previous sentence to catch up. Today, I would like to add one final chapter to […]

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Everything Your Sales and Marketing Teams Need to Get Started with Microsoft Dynamics CRM 2013

Earlier this month, I wrote a blog post that shared a variety of general videos and ebooks to help you get started with Microsoft Dynamics CRM 2013.  If you missed it, you can view it here.  Now, I’d like to follow that blog up with some Dynamics CRM 2013 resources that are specific to the […]

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Everything You Need to Get Started with Microsoft Dynamics CRM 2013

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 […]

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3 Features That Make it Easy to Personalize Dynamics CRM 2011

Whether you’re in the market for a CRM system or are new to Dynamics CRM, I’m sure you’ll be glad to hear that Microsoft Dynamics CRM 2011 can easily be personalized to accommodate a user’s unique work style.  To see how this works, here’s a demo of Dynamics CRM’s personalization capabilities available on YouTube.  For any of […]

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How to Easily Manage Documents with Microsoft Dynamics CRM and SharePoint Integration

One Microsoft Dynamics CRM 2011 feature that can really improve productivity and streamline your business processes is its native integration with Microsoft SharePoint Server 2010. Many people have questions about exactly how this works and how it could help them.  So, the Microsoft Dynamics CRM team released a helpful video demo that gives a quick […]

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Quckstart Guide Offers Great Tips and Tricks for Microsoft Dynamics CRM Beginners

One of the many things that make Microsoft Dynamics CRM so popular among businesses of all sizes is the ease with which users can get up and running.  Unlike many competing systems, Dynamics CRM’s user interface looks and feels remarkably similar to the Microsoft Office software so many of us depend on to get our […]

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