Microsoft Dynamics CRM
4.0 Training\Demo Videos
Microsoft
Dynamics CRM 4.0 equips business professionals with access to
customer information through a full suite of marketing, sales and
service solutions within a familiar Microsoft® Office Outlook®
interface to ensure rapid user adoption and fast results. These
videos will introduce you to Microsoft CRM Online functions and
capabilities.
Video: General Overview - Time: 15:00
This video will provide a navigation overview of Microsoft Dynamics
CRM 4.0 via the Outlook client and Internet Explorer Web Browser.
Video: Sales Overview - Time: 12:00
This video will show the sales features in
Microsoft Dynamics CRM 4.0 from creating a lead that leads to an
opportunity that then leads to a quote.
Video: Marketing Overview - Time: 21:04
This video will show the marketing features of
Microsoft Dynamics CRM 4.0, including Campaigns, Marketing Lists,
Campaign Activities and Responses, and Reporting.
Video: Working with Accounts & Contacts - Time: 05:30
This video will show how to work with Accounts
& Contacts within Microsoft Dynamics CRM 4.0
Video: Customer Service Overview - Time: 14:54
This video will provide an overview of the
customer service functionality in Microsoft Dynamics CRM 4.0.
Video: Service Scheduling Overview - Time:
13:55
This video will provide an overview of the
service scheduling functionality in Microsoft Dynamics CRM 4.0.
Video: Reporting Overview - Time: 15:29
This video will show the reporting
capabilities in Microsoft Dynamics CRM
Video: Mail Merge - Time: 08:03
This video will show how to create mail merge
templates and create emails and Word labels with mail merge.
Video: Using Advanced Find - Time: 10:02
This video will show you how to use the
Advanced Find feature to find and take action on targeted sets of
data. It will also show how to create Saved Views (My Views).
Video: Deployment Model Overview - Time: 18:00
This video will provide an overview of the
considerations in deployment models of Microsoft Dynamics CRM.
Video: Territory Management - Time: 10:00
This video will show how you can configure
Territory Management capabilities with Microsoft Dynamics CRM.
Video: Workflow - Sales Process Overview - Time: 25:00
This video will show how to build a more
complex workflow to manage a sales process.
If you would like to know more about your Microsoft Dynamics CRM
training options
click here.
Call us at 858-541-1820 if you would
like to talk with a Microsoft Dynamics CRM Specialist today!
Microsoft Dynamics CRM
MS
CRM
MSCRM
Dynamics CRM
GoldMine Corporate Edition
GoldMine Premium Edition
Sales Force Automation
Marketing Automation
Customer
Service Automation
Document
Management
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RB Data Services
1565 North Rim Court,
Suite 287
San Diego, CA 92111
858-541-1820
info@rbdata.com
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