Microsoft CRM 2011


Overview 

This training video provides a short feature tour of Microsoft Dynamics CRM 2011 as it looks and feels embedded in Outlook. ​

How to create Marketing Lists 

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. ​

How to create Marketing Campaigns 

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. 

How to add Campaign Responses 

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. 

How to add Quick Marketing Campaigns 

This training video shows you how to use the Quick Campaign functionality in Microsoft Dynamics CRM 2011. 

How to Add and Qualify a Lead 

This training video show you how to add and qualify a lead in Microsoft Dynamics CRM 2011. ​

How to Add Contacts and Accounts 

This training video shows you how to add accounts and contacts in Microsoft Dynamics CRM 2011. ​

How to work with Opportunities 

This Microsoft Dynamics CRM 2011 training video from Seelogic show how you can add and work with sales Opportunities in Microsoft Dynamics CRM.

How to work with Quotes 

An overview of producing and working with quotes in Microsoft Dynamics CRM 2011. This Microsoft Dynamics CRM training video covers the essentials on how to create, edit and work with a quote. 

How to use Subjects and Articles 
 

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. 

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Adding Products 

This training video provides an overview of how to add products, pricelists, unit groups and discount lists in Microsoft Dynamics CRM 2011. 

How to use Contracts 

This video gives and overview of Contracts in Microsoft Dynamics CRM 2011. This Microsoft Dynamics CRM 2011 training video from Seelogic show you how to add, edit and work with Contracts. 

How to add Cases 

A training video providing an overview of how to work with Customer Service Cases in Microsoft Dynamics CRM 2011. 

Activity Feeds, What's New and Record Walls 

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. 

Setting up the Service Calendar 

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. 

Scheduling in the Service Calendar 

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. 

Advanced Functionality in the Service Calendar 
 

TPart 3 in a series of videos on the Service Calendar in Microsoft Dynamics CRM 2011. This video shows how to set up and use Resource Groups, User Work Hours and Sites.

How to use Cases and the Service Calendar 

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. 

How to Find Data 

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. 

Using Advanced Find 

This training video shows how to use the advanced find functionality of Microsoft Dynamics CRM 2011​