Weekly Webcasts and Instructional Videos
Welcome to the Microsoft Dynamics CRM Online Video Gallery. Hover over the Registration link for a topic summary of the webcast. If
you don't find what your're looking for below,
please tell us what we're missing.
Microsoft Dynamics CRM 2011 Overview
-
Register for the LIVE Webcast - Every Wed 10am Pac Time
- Watch
the ON DEMAND video
Microsoft Dynamics CRM 2011 Administrative
Overview
-
Register for the LIVE Webcast - Every Thurs 10am Pac Time
Microsoft Dynamics CRM & ERP "Better Together"
-
Register for the monthly LIVE Webcast 11:00am Pac Time
What's New?
- Recently Microsoft has released the December 2012 Service Update for CRM, below are videos to help individuals get a thorough understanding of the new features. All videos related to this update will be identified with "UR12" in the title.
- UR12: How To Opt In (11:33) This video explains the Opt In process for the new User Interface and describes how to enable and disable the new forms in Microsoft Dynamics CRM.
- UR12: New Form Experience Intro (6:58) This video provides a brief introduction to the new form experience in the Microsoft Dynamics CRM December 2012 Service Update.
- UR12: New User Interface Customization (19:43) This video explains the form and process control customizations available in the Microsoft Dynamics CRM December 2012 Service Update.
- UR12: New Form Infrastructure (46:03) This video explains the new form infrastructure in the Microsoft Dynamics CRM December 2012 Service Update.
- UR12: Miscellaneous User Interface Enhancements & Site Map Changes (4:10) This video explains some additional changes and the Site Map changes in the Microsoft Dynamics CRM December 2012 Service Update.
- UR12: New SDK Features (38:03) This video describes the new SDK features in the Microsoft Dynamics CRM December 2012 Service Update.
- UR12: Sale User Interface Enhancements (17:15) This video explains the new sales form and sales process in Microsoft Dynamics CRM.
- UR12: Case Management User Interface Enhancements (16:27) This video describes the new case form and the case flow in Microsoft Dynamics CRM.
- UR12: New Cross Browser Features (19:00) This video describes the new Cross Browser features in the Microsoft Dynamics CRM December 2012 Service Update.
- UR12: New Multiple Instances Feature (24:11) This video describes the new Microsoft Dynamics CRM Online features in the Microsoft Dynamics CRM December 2012 Service Update.
- Microsoft CRM Statement of Direction (PDF) This Statement of Direction (SoD) outlines the future direction and planned areas of innovation for Microsoft
Dynamics CRM.
- Microsoft CRM Release Preview Guide - Dec. 2012 Service Update (PDF) Currently there are four releases in planning and development. The next release is the December 2012 Service Update followed by releases code-named based on stars or star constellations: “Orion,” “Leo” and “Vega.”
- 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
Sales & Marketing
Customer Service & Support
Vertical Solutions
Portals for CRM
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
Free Trial
Experience your
30-day
trial
now!