Weekly Webcasts and Instructional Videos

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Microsoft Dynamics CRM 2011 Overview

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Microsoft Dynamics CRM 2011 Administrative Overview

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Watch the ON DEMAND videos.

Microsoft Dynamics CRM 2011 "Ask the Experts Sessions"

What's New?

What's New with Micrsoft Dynamics CRM November 2011 Service update New capabilities for Microsoft Dynamics CRM are delivered twice a year. Building on the great foundation of the 2011 release the November 2011 update is now here. This service update reinforces our commitment to delivering familiar, connected and intelligent experiences to our customers by offering new integrated social collaboration capabilities, as well as unification with Office 365 and new enhancements for enterprises using Microsoft Dynamics CRM in the cloud.
CRM Online & Office 365 (5:46) In this video, we'll demonstrate how to leverage the integration between Microsoft Office 365 and Microsoft Dynamics CRM Online to improve corporate collaboration, staff productivity, and make your organization more agile.

General Topics

CRM that works in Microsoft Outlook (0:34) Is your CRM as easy as email?
What's New? Prepare to Upgrade (3:50) Watch this video to get a better understanding of the changes in the new version of Microsoft Dynamics CRM Online to help you prepare for your upgrade.
Microsoft Dynamics CRM 2011 Office Fluent UI (4:24) This demo shows how Microsoft Dynamics CRM 2011 is adopting the Microsoft Office Fluent UI to make navigation easier and tasks quicker to perform.
Personalizing Microsoft Dynamics CRM 2011 (5:07) This demo shows and many ways that Microsoft Dynamics CRM 2011 can be personalized to suit individual roles and work styles.
Easily Create Charts with Inline Visualizations (4:15) This video demonstrates how to quickly modify, drill down, and create new charts using inline data visualizations.
Installing the CRM 2011 Outlook Client (8:06) This video will demonstrate a step by step process on installing the Outlook Client using the Configuration Wizard.
Microsoft Dynamics CRM 2011 Outlook Integration (8:52) This demo shows how Microsoft Dynamics CRM 2011 works inside Microsoft Outlook, making it easier than ever to keep track of customer information.
Conditional Formatting in the Outlook CRM Client (3:16) This video will demonstrate how to create conditional formatting in CRM 2011.
Microsoft CRM and Office "Better Together" (14:53) This is a short video of the integration of Microsoft Dynamics CRM 2011 and Microsoft Office 2010.

Sales & Marketing

Dynamics CRM 2011 - Driving Sales Productivity (8:25) Demonstration of how Microsoft Dynamics CRM 2011 can be used to drive sales productivity.
Dynamics CRM 2011 - Quotes, Orders, & Invoices (13:35) Demonstration of how Microsoft Dynamics CRM 2011 sales process can utilize Quotes, Orders, & Invoices.
Dynamics CRM 2011 - Maximizing Marketing Impact (8:40) Demonstration of how Microsoft Dynamics CRM 2011 can be used to maximize marketing impact.
Dynamic Marketing Lists (4:37) Create marketing lists and add members automatically using dynamic marketing lists.
Harnessing Social Technologies with CRM 2011: Social CRM for Sales (15:00) This video highlights some of the different solutions available for incorporating social technologies into the sales process with CRM 2011.

Customer Service & Support

Dynamics CRM 2011 - Optimize Customer Experience (7:55) Demonstration of how Microsoft Dynamics CRM 2011 can be used to optimize customer experience.

Portals for CRM

Microsoft Dynamics CRM 2011 - Partner Portal (9:55) This brief video will assist to setup and understanding how to use the Microsoft Dynamics CRM 2011 Partner Portal.
Microsoft Dynamics CRM 2011 - Customer Portal (13:21) This brief video will assist to setup and understanding how to use the Microsoft Dynamics CRM 2011 Customer Portal.

Administration

Administration (100) - Configure Fields and Forms (13:07) This video is an introduction on how to create basic fields and modify forms in Microsoft Dynamics CRM 2011.
Administration (100) - Import Your Data Using Templates (9:10) This video explains how to perform data imports for Microsoft Dynamics CRM 2011 using import templates.
Administration (100) - Import Your Data (12:33) Prepare your data for import, set up CRM and import your data, and review your data import results.
Administration (100) - Use Data Import to Customize Entities and Fields (14:51) This video is a continuation on how to create custom entities and fields, while importing data, using the data import wizard.
Administration (100) - Create Users, Configure Business Units, Security Roles and Teams (13:41) This video demonstrates how to set up business units, security roles, add users, and create teams in CRM 2011.
Administration (100) - Create a Basic Workflow (12:44) This video demonstrates how to create a basic workflow for lead routing in Microsoft Dynamics CRM 2011.
How to create "Role Tailored Forms" (100) (3:42) This video will demonstrate how to create and leverage role tailored forms in Microsoft Dynamics CRM 2011.
How to apply "Field Level Security" (100) (4:25) This video will demonstrate how to apply field level security to a custom field in Microsoft Dynamics CRM 2011.
Document Management with Microsoft Dynamics CRM 2011 and SharePoint (100) (4:23) This demo shows how documents can be easily stored, accessed, updated, and included in workflow using Microsoft Dynamics CRM 2011 and SharePoint Server.
Flexible Goal Management in Microsoft Dynamics CRM 2011 (100) (4:28) See how businesses can define key performance and business indicators to track and measure progress against any organizational goal or metric.
Process control in Microsoft Dynamics CRM 2011 (200) (3:18) This demo shows the different ways in which managers can gain greater control of their business processes using Microsoft Dynamics CRM 2011.
How to make "Dialogs" (200) (9:07) This video will demonstrate how to create a dialog, a type of process, in CRM 2011.
Record Auditing in CRM 2011 (100) (4:37) Want to know how to track changes to records in CRM? This video on auditing shows you how to manage audit tracking and history.

Extending CRM

Solutions Management in Microsoft Dynamics CRM 2011 (200) (7:50) This demo shows how developers and ISVs can manage their solutions in Microsoft Dynamics CRM 2011.
Declarative Programming Model in Microsoft Dynamics CRM 2011 (300) (6:56) This demo shows how to quickly customize Microsoft Dynamics CRM 2011 using a declarative programming model. New forms can be easily created using templates, and the form layout, titles, and formatting can all be configured with just a few clicks.
Connector for Microsoft Dynamics ERP - An Introduction (300) (18:12) This demo shows how you can leverage the free Connector for Microsoft Dynamics to bi-directionally integrate your Microsoft Dynamics CRM and ERP solutions.

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