This training video from Seelogic shows you how to create and work with Marketing Lists in Microsoft Dynamics CRM 2011. Marketing lists are groups of target lead or contact records that are used as part of the marketing campaign functionality.
This video tutorial from Seelogic shows you how to create and work with Marketing Campaigns in Microsoft Dynamics CRM 2011. It includes how to create and distribute campaign activities such as sending emails and scheduling follow up calls.
This video tutorial shows you several ways that you can add a marketing campaign response in Microsoft Dynamics CRM 201. Once a response has been added it can be converted to create leads, customers, opportunities or orders.
An overview of how to set up Subjects and Knowledge Base Articles and using them in Cases in Microsoft Dynamics CRM 2011. This training video on Microsoft Dynamics CRM covers the essentials of working with subjects and articles.
This video gives an overview of the Activity Feeds functionality in Microsoft Dynamics CRM 2011 which comprises the "What's New" area and Record Walls against the entities. Users can post comments and information in a similar sort of way to twitter and facebook.
Part 1 in a series of videos on the Service Calendar functionality in Microsoft Dynamics CRM 2011. This video shows what needs to be done to use the Service Calendar. It covers setting up resources and equipment, creating services and specifying what resources are required for each service along with start times and durations.
Part 2 in a series of videos on the Service Calendar functionality of Microsoft Dynamics CRM 2011. This video shows different ways to schedule services (that are made up of users and resources) and how conflicts are avoided using the system. The service calendar is ideal for scheduling multiple activities across multiple resources and sites.
This training video from Seelogic shows you how to use the customer service case and service calendar functionality together. You may add a customer service case that results in the need to schedule a service activity and you want to link the two items for a full audit trail. This video shows you how.
This video tutorial shows you various different ways that you can look up and find data in Microsoft Dynamics CRM 2011. Another video in our playlist covers how to use teh "advanced find" feature of Microsoft CRM.