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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. 

 


 
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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

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Sales Force Automation     Marketing Automation 
 
 
Customer Service Automation


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For More Information:
 
RB Data Services
1565 North Rim Court, Suite 287
San Diego, CA  92111
858-541-1820
info@rbdata.com

 

 

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