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Enterprise Resource Planning (ERP) (340)

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ERP Systems: Planning and Implementation (52)
Title Speaker Summary ID
Exercise: Review impact of ADM in scenario Charles Robinson After watching this video; you will be able to suggest how the ADM would help. 84347
Exercise: Review impact of TOGAF for scenario Charles Robinson After watching this video; you will be able to suggest how TOGAF would help. 84348
TOGAF 9.1: Architectural Artifacts Charles Robinson After watching this video; you will be able to describe concepts around architectural artifacts and understand that certain phases will produce certain artifacts . 84155
TOGAF 9.1: Architectural Deliverables Charles Robinson After watching this video; you will be able to describe some of the deliverables (architectural artifacts) that are produced by the Architecture Development Method. 84156
TOGAF 9.1: Architecture Board Charles Robinson After watching this video; you will be able to describe how to establish and maintain an Architecture Board. 84166
TOGAF 9.1: Architecture Capability Charles Robinson After watching this video; you will be able to describe how to establish and maintain an Architectural Capability. 84165
TOGAF 9.1: Architecture Change Management (H) Charles Robinson After watching this video; you will be able to describe how to maintain the architecture lifecycle in order to insure the architecture's capability is meeting the business requirements. 84138
TOGAF 9.1: Architecture Compliance Charles Robinson After watching this video; you will be able to describe how to establish and maintain project compliance with architectural decisions. 84167
TOGAF 9.1: Architecture Contracts Charles Robinson After watching this video; you will be able to describe how to establish and maintain agreements between stakeholders on the architectural outputs and use. 84168
TOGAF 9.1: Architecture Framework Charles Robinson After watching this video; you will be able to define what is a framework and its usage in architecture. 84123
TOGAF 9.1: Architecture Governance Charles Robinson After watching this video; you will be able to identify the governance framework and how it applies to enterprise architecture. 84169
TOGAF 9.1: Architecture Maturity Models Charles Robinson After watching this video; you will be able to Identify the maturity models around architecture. 84170
TOGAF 9.1: Architecture Partitioning Charles Robinson After watching this video; you will be able to describe the partitioning and its uses around the Enterprise Continuum. 84159
TOGAF 9.1: Architecture Patterns Charles Robinson After watching this video; you will be able to identify patterns and align them with the Architecture Development Method. 84145
TOGAF 9.1: Architecture Principles Charles Robinson After watching this video; you will be able to describe architectural principles and apply them to the Architecture Development Method. 84143
TOGAF 9.1: Architecture Repository Charles Robinson After watching this video; you will be able to describe the repository and its contents. 84160
TOGAF 9.1: Architecture Repository Supports the Enterprise Continuum Charles Robinson After watching this video; you will be able to describe how generalized solutions can be used to provide more specialized solutions. 84128
TOGAF 9.1: Architecture Skills Framework Charles Robinson After watching this video; you will be able to identify the skills and roles required for working with the enterprise architecture. 84171
TOGAF 9.1: Architecture Types Charles Robinson After watching this video; you will be able to define the multiple architecture domains that TOGAF discusses (business; data/information; application; and technology). 84125
TOGAF 9.1: Architecture Vision (A) Charles Robinson After watching this video; you will be able to develop the vision of the business value to be developed by enterprise architecture including getting the appropriate approvals. 84131
TOGAF 9.1: Building Blocks Charles Robinson After watching this video; you will be able to describe building blocks and how this applies to the Architecture Development Method. 84157
TOGAF 9.1: Business Architecture (B) Charles Robinson After watching this video; you will be able to develop the business architecture describing the enterprise and its target business operations required to meet business goals. 84132
TOGAF 9.1: Business Scenarios Charles Robinson After watching this video; you will be able to describe how to acquiring business requirements primarily through the vision and business architecture phases. 84146
TOGAF 9.1: Business Transformation Readiness Assessment Charles Robinson After watching this video; you will be able to identify the factors that determine readiness and align them with the migration planning of the Architecture Development Method. 84150
TOGAF 9.1: Capability-Based Planning Charles Robinson After watching this video; you will be able to describe the capability-based planning technique and align it with the Architecture Development Method. 84152
TOGAF 9.1: Content Metamodel Charles Robinson After watching this video; you will be able to describe the high-level formal structure used to organize architectural outputs. 84154
TOGAF 9.1: Development Method Charles Robinson After watching this video; you will be able to define the ten phases used in architecture development. 84126
TOGAF 9.1: Enterprise Architecture Charles Robinson After watching this video; you will be able to define the purpose of Enterprise Architecture. 84122
TOGAF 9.1: Enterprise Architecture Capability Charles Robinson After watching this video; you will be able to define how enterprise architecture is a business capability itself and why it should be treated that way (i.e. like other business units). 84129
TOGAF 9.1: Enterprise Continuum Charles Robinson After watching this video; you will be able to describe the Enterprise Continuum and its uses around communication and specification. 84158
TOGAF 9.1: Foundation Architecture Charles Robinson After watching this video; you will be able to describe the Technical Reference Model. 84162
TOGAF 9.1: Gap Analysis Charles Robinson After watching this video; you will be able to describe how gap analysis can be used to validate architectural outputs from the Architecture Development Method. 84147
TOGAF 9.1: Implementation Governance (G) Charles Robinson After watching this video; you will be able to describe how to obtain the desired business value from implementing the required changes and how to ensure that these changes are being implemented according to the design . 84137
TOGAF 9.1: Information Systems Architecture (C) Charles Robinson After watching this video; you will be able to develop the data/information and application architectures describing the targets required to support the business architecture and targets. 84133
TOGAF 9.1: Integrated Information Infrastructure Reference Model Charles Robinson After watching this video; you will be able to describe the concepts of the Integrated Information Infrastructure Reference Model. 84163
TOGAF 9.1: Interoperability Charles Robinson After watching this video; you will be able to describe how interoperability requirements are gathered and utilized throughout the Architecture Development Method. 84149
TOGAF 9.1: Introduction Charles Robinson After watching this video; you will be able to describe at a high level the Architecture Capability Framework. 84164
TOGAF 9.1: Introduction Charles Robinson After watching this video; you will be able to describe how a content framework can help with organizing all of the various architectural outputs. 84153
TOGAF 9.1: Iteration and Landscape Charles Robinson After watching this video; you will be able to use iteration in order to develop architectures across the enterprise at different levels. 84140
TOGAF 9.1: Migration Charles Robinson After watching this video; you will be able to identify techniques that are useful during the migration planning phases of the Architecture Development Method. 84148
TOGAF 9.1: Migration Planning (F) Charles Robinson After watching this video; you will be able to describe how to implement the changes required by the roadmap while effectively communicating the changes and reasons for them. 84136
TOGAF 9.1: Opportunities and Solutions (E) Charles Robinson After watching this video; you will be able to describe how to develop a road map to move the business from where they are today to the target state; potentially involving transitional architectures. 84135
TOGAF 9.1: Outputs to the Method Charles Robinson After watching this video; you will be able to define deliverables; artifacts; and building blocks. 84127
TOGAF 9.1: Preliminary Phase Charles Robinson After watching this video; you will be able to describe the activities involved in setting up a new enterprise architecture. 84130
TOGAF 9.1: Requirements Management Charles Robinson After watching this video; you will be able to describe how Management Requirements are needed and well-managed for each phase of the architectural life cycle in order for the dependent architectures to be meaningful and accurate. 84139
TOGAF 9.1: Risk Management Charles Robinson After watching this video; you will be able to describe how to management risk as applied to an architecture project. 84151
TOGAF 9.1: Security Charles Robinson After watching this video; you will be able to identify security implications that are in involved across the Architecture Development Method. 84141
TOGAF 9.1: SOA Charles Robinson After watching this video; you will be able to describe the Services Oriented Architectural style and how it aligns the Architecture Development Method. 84142
TOGAF 9.1: Stakeholder Management Charles Robinson After watching this video; you will be able to describe how to manage stakeholders and their viewpoints throughout the application of the Architecture Development Method. 84144
TOGAF 9.1: Technology Architecture (D) Charles Robinson After watching this video; you will be able to develop the technological architecture describing the target technology required to support the business and information systems architectures. 84134
TOGAF 9.1: TOGAF Charles Robinson After watching this video; you will be able to describe who is The Open Group and the multiples components in TOGAF. 84124
TOGAF 9.1: Tools Charles Robinson After watching this video; you will be able to describe how tools can assist with documenting the architecture documentation. 84161
Microsoft Dynamics (194)
Title Speaker Summary ID
Business Intelligence with Microsoft Dynamics CRM 2013: Case Resolution Process Joe Khoury Microsoft Dynamics CRM 2013 online includes a new guided workflow process; which guides the customer service staff through the case resolution process. In this video; Joe Khoury discusses the new case resolution process. 55082
Business Intelligence with Microsoft Dynamics CRM 2013: Dashboard Presentations Joe Khoury In Microsoft Dynamics CRM 2013; dashboards are prominently displayed on the home pages of each of the three major work areas: SALES; SERVICE; and MARKETING. In this video; Joe Khoury discusses how to work with dashboards. 55078
Business Intelligence with Microsoft Dynamics CRM 2013: Importing Customer Data Joe Khoury In Microsoft Dynamics; CRM 2013 has one of the easiest guide import processes of any CRM platform. In this video; Joe Khoury discusses how to quickly and easily import a contact list. 55087
Business Intelligence with Microsoft Dynamics CRM 2013: Mail Merge with a Marketing List Joe Khoury In Microsoft Dynamics CRM 2013; you can quickly create a mail merge document from your marketing lists. In this video; Joe Khoury demonstrates how to modify a marketing list into MS Word tocreate a mail merge document. 55086
Business Intelligence with Microsoft Dynamics CRM 2013: Manage Dashboards Joe Khoury In Microsoft Dynamics CRM 2013; Dashboards provide a visual overview of business related information for easy comprehension. In this video; Joe Khoury demonstrates how to manage dashboards. 55077
Business Intelligence with Microsoft Dynamics CRM 2013: Marketing Campaigns Joe Khoury In Microsoft Dynamics CRM 2013; you can use marketing campaigns to introduce or popularise products . In this video; Joe Khoury demonstrates how to work with marketing campaigns in Microsoft Dynamics CRM 2013. 55084
Business Intelligence with Microsoft Dynamics CRM 2013: Marketing Lists Joe Khoury In Microsoft Dynamics CRM 2013; you can reach the correct people by selecting target audience for the busines. In this video; Joe Khoury demonstrates work with the marketing list for a marketing campaign in Microsoft Dynamics CRM 2013. 55085
Business Intelligence with Microsoft Dynamics CRM 2013: Minor Usability Improvements Joe Khoury In Microsoft Dynamics CRM 2013; some minor changes had a positive impact on an already excellent user interface. In this video; Joe Khoury discusses the minor usability improvements in Microsoft Dynamics CRM 2013. 55075
Business Intelligence with Microsoft Dynamics CRM 2013: Modifying Business Process Workflows Joe Khoury In Microsoft Dynamics CRM 2013; you can modify the business process workflows. In this video; Joe Khoury demonstrates how to modify a business process workflow in Microsoft Dynamics CRM 2013. 55081
Business Intelligence with Microsoft Dynamics CRM 2013: Modifying Field Properties Joe Khoury In Microsoft Dynamics CRM 2013; you can modify the field properties to conform to your business requirements. In this video; Joe Khoury demonstrates how to edit the field properties on a form in Microsoft Dynamics CRM 2013. 55080
Business Intelligence with Microsoft Dynamics CRM 2013: Modifying Forms Joe Khoury In Microsoft Dynamics CRM 2013; you can modify forms to meet your business needs. In this video; Joe Khoury demonstrates how to add a field to the form and publish that form. 55079
Business Intelligence with Microsoft Dynamics CRM 2013: Navigating the Application Joe Khoury In Microsoft Dynamics CRM 2013; many changes have been incorporated to streamline workflows on both usability and functionality levels. In this video; Joe Khoury discusses the changes that have been made to streamline navigation across the application in Microsoft Dynamics CRM 2013. 55074
Business Intelligence with Microsoft Dynamics CRM 2013: Process-Oriented Workflow Form Joe Khoury In Microsoft Dynamics CRM 2013; a new process-oriented workflow form has been introduced. In this video; Joe Khoury demonstrates the functionality of the guided process-oriented workflow form in Microsoft Dynamics CRM 2013. 55076
Business Intelligence with Microsoft Dynamics CRM 2013: Report Wizard Joe Khoury Microsoft Dynamics CRM 2013 allows you to create and modify business reports. In this video; Joe Khoury discusses how to manage reports with the Report Wizard. 55088
Business Intelligence with Microsoft Dynamics CRM 2013: Using Bing Maps Joe Khoury Microsoft Dynamics CRM 2013 has integrated Bing maps into the platform. In this video; Joe Khoury discusses how to enable Bing maps in Microsoft Dynamics CRM 2013. 55083
Business Intelligence with PowerPivot: Building a Simple Dashboard Joe Khoury In Power Pivot; you can easily deploy dashboards that provide your audience with a very powerful visual impact. In this video; Joe Khoury discusses how to create a basic dashboard in Power Pivot for Microsoft Excel 2013. 55102
Business Intelligence with PowerPivot: Calculated Values Joe Khoury In PowerPivot; you can use the DAX language to add and create calculated values. In this video; Joe Khoury discusses how to create calculated values in PowerPivot. 55092
Business Intelligence with PowerPivot: Formatting Options Joe Khoury In PowerPivot; the formatting options allow you to make your reports look professional when you publish them. In this video; Joe Khoury discusses how to format PowerPivot reports. 55093
Business Intelligence with PowerPivot: Getting Started Joe Khoury PowerPivot is an add-in in Microsoft Excel 2013 that allows shaping reports; which have visual elements like charts and crosstabs. In this video; Joe Khoury demonstrates how to set up PowerPivot. 55089
Business Intelligence with PowerPivot: Importing Data Joe Khoury In Microsoft Excel 2013 you can import a variety of file formats into PowerPivot. In this video; Joe Khoury discusses how to import a data into PowerPivot. 55090
Business Intelligence with PowerPivot: Linking Tables Joe Khoury In Microsoft Excel 2013; you can link tables in PowerPivot. In this video; Joe Khoury demonstrates how to link tables in PowerPivot. 55091
Business Intelligence with PowerPivot: Pivot Charts Joe Khoury In Microsoft Excel 2013; you can create visual impact by creating pivot charts with PowerPivot. In this video; Joe Khoury demonstrates how to use PowerPivot to create a pivot chart. 55094
Business Intelligence with PowerPivot: Pivot Tables from Multiple Excel Files Joe Khoury In Microsoft Excel 2013; you can combine data from multiple Excel files and create a summary report with the PowerPivot add-in. In this video; Joe Khoury demonstrates how to modify a SQL statement to combine all the data in to one table in PowerPivot for Microsoft Excel 2013. 55097
Business Intelligence with PowerPivot: PowerPivot Relationships versus Vlookup Joe Khoury Vlookup is used for merging or combining the data from two tables in Excel. However; PowerPivot relationships are superior to Vlookup in terms of performance and ease of use. In this video; Joe Khoury demonstrates how to user relationships in PowerPivot for MS-Excel 2013. 55096
Business Intelligence with PowerPivot: Sorting by month Joe Khoury PowerPivot automatically sorts the months into alphabetical order and it also allows you to change the monthly sort order for the pivot tables and charts. In this video; Joe Khoury discusses how to change the default sort order for monthly values. 55099
Business Intelligence with PowerPivot: The Data Analysis Expression (DAX) Language Joe Khoury The Data Analysis Expression or DAX language consists of several functions grouped in a manner similar to the function expressions in Microsoft Excel itself. In this video; Joe Khoury discusses the DAX language and how to use it in Power Pivot. 55100
Business Intelligence with PowerPivot: Top and Bottom Reporting Joe Khoury In PowerPivot; slicers are used to highlight data for meaningful analysis. In this video; Joe Khoury shows you how to use slicers to create a pivot table and pivot chart that demonstrate the top and bottom performers. 55101
Business Intelligence with PowerPivot: Using KPI Measures on Your Dashboard Joe Khoury In PowerPivot; you can create dashboards that incorporate valuable Key Performance Indicators also known as KPIs. In this video; Joe Khoury discusses how to create a timeline based KPI dashboard in PowerPivot for Microsoft Excel 2013. 55103
Business Intelligence with PowerPivot: Using PowerPivot Slicers Joe Khoury In Microsoft Excel 2013; you can use slicers in PowerPivot to interactively filter and analyze data. In this video; Joe Khoury demonstrates how to use slicers in a pivot chart by using PowerPivot. 55098
Business Intelligence with PowerPivot: Working with Multiple Worksheets Joe Khoury With PowerPivot; you can combine data from multiple worksheets to create a pivot table. In this video; Joe Khoury demonstrates the steps to create a pivot table. 55095
Business Intelligence with SQL Server: Creating and Using Relationships with Power Pivot Joe Khoury In PowerPivot; when you connect to data from SQL Server; you can define and use relationships specifically for reporting right in Microsoft Excel 2013. In this video; Joe Khoury discusses how to take advantage of relationships in PowerPivot. 55108
Business Intelligence with SQL Server: Creating Pivot Charts with MS Excel 2013 Joe Khoury After integrating SQL Server 2012 data in MS Excel 2013; you can add pivot charts and tables and create interesting reports. In this video; Joe Khoury demonstrates how to work with pivot charts within Microsoft Excel 2013 based on data imported from SQL Server 2012. 55106
Business Intelligence with SQL Server: Creating Pivot Tables with MS Excel Joe Khoury In SQL Server 2012; when combined with one of Microsoft's other popular products Microsoft Excel 2013; you can create interesting and powerful reports. In this video; Joe Khoury discusses how to create and manipulate pivot tables in Microsoft Excel 2013 based on data imported from SQL Server 2012. 55105
Business Intelligence with SQL Server: Importing SQL Server Data with MS Excel 2013 Joe Khoury You can import the SQL Server 2012 data into Microsoft Excel 2013. In this video; Joe Khoury demonstrates how to merge the SQL Server 2012 and MS Excel 2013 technologies for gathering data for business intelligence purposes. 55104
Business Intelligence with SQL Server: Using Power Pivot with SQL Server 2012 Joe Khoury Microsoft Excel 2013 provides a useful interface in SQL Server 2012 data for creating pivot tables; charts; and reports. In this video I'll Joe Khoury discusses how to enable the PowerPivot add-in and import data from SQL Server. 55107
Microsoft Dynamics CRM 2013: Applications - Accessing Data Offline Jonathan Gurwitz In Microsoft Dynamics CRM 2013; you can access data offline after synchronizing the data into a local database or workstation. In this video; Jonathan Gurwitz demonstrates how to update records offline with CRM. 69662
Microsoft Dynamics CRM 2013: Applications - Adding Content to E-Mails Jonathan Gurwitz The Microsoft CRM Outlook client provides several functions you can use to make your e-mails more professional. In this video; Jonathan Gurwitz demonstrates how to associate an Outlook e-mail with a CRM account; use a CRM e-mail template; and attach CRM sales literature or knowledge base articles to e-mails. 69668
Microsoft Dynamics CRM 2013: Applications - Appointment; Recurring Appointments and Task Tracking Jonathan Gurwitz From within Microsoft Dynamic CRM 2013; it's easy to track appointments and tasks created in Microsoft Outlook. In this video; Jonathan Gurwitz demonstrates how to create Outlook tasks and appointments and associate them with CRM accounts so that they can be tracked from within CRM 2013. 69661
Microsoft Dynamics CRM 2013: Applications - Article Templates Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to use article templates to define the layout of your knowledge base. This helps with consistency and organization of the articles produced. In this video; Jonathan Gurwitz demonstrates how to create an article template with titled sections. 69728
Microsoft Dynamics CRM 2013: Applications - Automated E-mail Linking Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to automatically track e-mails against the Microsoft CRM records as they arrive in the CRM system. In this video; Jonathan Gurwitz demonstrates how to track e-mails using tracking tokens in the subject line. 69667
Microsoft Dynamics CRM 2013: Applications - Automatic Case Creation from E-mails Jonathan Gurwitz In Microsoft Dynamics CRM 2013; you can configure cases to be created automatically - as soon as a customer e-mail arrives in a support queue. In this video; Jonathan Gurwitz demonstrates how to configure automatic case creation from e-mails. 69746
Microsoft Dynamics CRM 2013: Applications - Automatic Case Routing Jonathan Gurwitz In Microsoft Dynamics CRM 2013; you can create routing rules that allow you to automatically route cases to a user; team; or queue; based on your preconfigured conditions. In this video; Jonathan Gurwitz demonstrates how to configure a routing rule set in Dynamics CRM. 69745
Microsoft Dynamics CRM 2013: Applications - Background Workflows Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to create processes and workflows. In this video; Jonathan Gurwitz demonstrates how to use Microsoft Dynamics CRM 2013 to create a new process and workflow via the Processes setting. 69669
Microsoft Dynamics CRM 2013: Applications - Bulk Record Deletion Jonathan Gurwitz Microsoft Dynamics CRM 2013's bulk deletion feature allows you to delete irrelevant records in large volumes; in order to maintain clean data and manage data storage space. In this video; Jonathan Gurwitz demonstrates how to use the Bulk Deletion Wizard to create a bulk deletion job for deleting contacts that match a specific deletion criterion. 69718
Microsoft Dynamics CRM 2013: Applications - Campaign Activities Jonathan Gurwitz Microsoft Dynamics CRM 2013 campaign activities can form the core of any marketing campaign. In this video; Jonathan Gurwitz demonstrates how to add campaign activities to a Microsoft Dynamics CRM 2013 marketing campaign and link them to the marketed product. 69706
Microsoft Dynamics CRM 2013: Applications - Capturing and Viewing Campaign Responses Jonathan Gurwitz In Microsoft Dynamics CRM 2013; you can use campaign responses to assist you in measuring the return on investment for your campaign. In this video; Jonathan Gurwitz demonstrates how to promote an existing campaign activity to a campaign response. 69709
Microsoft Dynamics CRM 2013: Applications - Cases and Knowledge Base Articles Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to create knowledge bases of articles that can assist in case resolution; and can be sent to customers to provide them with self-service information. In this video; Jonathan Gurwitz demonstrates how to use a knowledge base article related to a specific case. 69731
Microsoft Dynamics CRM 2013: Applications - Catching Duplicate Records Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to check for duplicate records and maintain clean CRM data using duplicate detection rules for business and custom entities. In this video; Jonathan Gurwitz demonstrates how to run duplicate detection; create and schedule duplicate detection jobs; and take action on duplicate active contacts. 66280
Microsoft Dynamics CRM 2013: Applications - Charts and Visualization Jonathan Gurwitz Microsoft Dynamics CRM 2013 supports a variety of system charts that allow you to graphically view and analyze your business data. In this video; Jonathan Gurwitz demonstrates how to create and edit a chart using the CRM Chart Designer; and explores some of the chart types that are supported in Dynamics CRM. 69696
Microsoft Dynamics CRM 2013: Applications - Choosing Campaigns or Quick Campaigns Jonathan Gurwitz The Marketing area in Microsoft Dynamics CRM 2013 supports two types of campaigns. In this video; Jonathan Gurwitz demonstrates how to distinguish between full marketing campaigns and quick campaigns; how they differ; and the functionality they provide. 69701
Microsoft Dynamics CRM 2013: Applications - Complex Service Scheduling Jonathan Gurwitz Microsoft Dynamics CRM 2013 includes the Service Scheduling Engine in order to help you find an available time for the resources required on a service activity. In this video; Jonathan Gurwitz demonstrates how to schedule a service activity using the Scheduling Engine. 69739
Microsoft Dynamics CRM 2013: Applications - Configuring Activity Feeds Jonathan Gurwitz Microsoft Dynamics CRM 2013 activity feeds facilitate communication by providing convenient ways for you to monitor and stay up to date with important CRM records. In this video; Jonathan Gurwitz demonstrates how to enable entities for activity feeds; and enable post rules for entities so that activity feeds can be displayed on the form wall. 69703
Microsoft Dynamics CRM 2013: Applications - Configuring Goal Metrics and Rollup Fields Jonathan Gurwitz In Microsoft Dynamics CRM 2013; goal metrics define what you're measuring and how you'll be measuring it. In this video; Jonathan Gurwitz demonstrates how to use the three predefined goal metric records in Microsoft Dynamics CRM and how to create a custom goal metric. 69688
Microsoft Dynamics CRM 2013: Applications - Contact Synchronization Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to sync Outlook contacts with contacts in CRM. In this video; Jonathan Gurwitz demonstrates contact synchronization tools and strategies for migrating Outlook contacts to the CRM system. 69660
Microsoft Dynamics CRM 2013: Applications - Contract Templates Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows to you create specific contract templates for various categories of clients. Jonathan Gurwitz demonstrates how to create a service template designed for a specific customer category. 69732
Microsoft Dynamics CRM 2013: Applications - Create Service Level Agreements Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to create Service Level Agreements (SLAs) with customers which hold you to specific standards. In this video; Jonathan Gurwitz demonstrates how to set up and customize an SLA; adjusting its metrics; set priorities and the case entity; and automatically send a notification if there is a chance of a default on the SLAs requirements. 69742
Microsoft Dynamics CRM 2013: Applications - Creating a Rollup Query Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to create rollup queries to filter the records in a goal and all its associated child goals. In this video; Jonathan Gurwitz demonstrates how to filter opportunities for specific owners by creating a new rollup query and applying it to a goal. 69690
Microsoft Dynamics CRM 2013: Applications - Creating a Service Case Jonathan Gurwitz In Microsoft Dynamics CRM 2013; creating service cases allows you to easily manage any customer complaints; queries; or service requests that need to be resolved. In this video; Jonathan Gurwitz demonstrates how to create a service case in CRM 2013. 69723
Microsoft Dynamics CRM 2013: Applications - Creating and Assigning Goal Records Jonathan Gurwitz Microsoft Dynamics CRM 2013's goal management feature allows you to assign goals to individuals; teams; or the organization to track and measure results against your targets for a defined fiscal period. In this video; Jonathan Gurwitz demonstrates how to configure a new goal using the Revenue goal metric to measure the values on an opportunity. 69689
Microsoft Dynamics CRM 2013: Applications - Creating and Using Marketing Lists Jonathan Gurwitz Microsoft Dynamics CRM 2013 marketing campaigns rely on marketing lists containing Lead; Account; or Contact member types. In this video; Jonathan Gurwitz demonstrates how to create a new; static CRM marketing list; add and remove members of the Contact type; and configure Contact preferences. 69699
Microsoft Dynamics CRM 2013: Applications - Creating Contracts and Contract Lines Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to create Contracts and Contract Lines. A contract defines the specific level of support provided for a customer and contract lines show how much they are paying for the support that they are getting. In this video; Jonathan Gurwitz demonstrates how to create contracts and contract lines in Dynamics CRM. 69733
Microsoft Dynamics CRM 2013: Applications - Creating Services Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to create and schedule services that your company provides to customers. You can specify the location; availability and capability of your resources when scheduling services. In this video; Jonathan Gurwitz demonstrates how to set up a service. 69736
Microsoft Dynamics CRM 2013: Applications - Creating; Approving; and Publishing KB Articles Jonathan Gurwitz With Microsoft Dynamics CRM 2013; you can create; approve; and publish knowledge based articles; which provide information about products and services for your customers. In this video; Jonathan Gurwitz demonstrates how to create a draft article and then approve and publish it. 69729
Microsoft Dynamics CRM 2013: Applications - CRM Report Builder Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to build basic reports. You can group records together which allows you to compile your reports more effectively. In this video; Jonathan Gurwitz demonstrates how to create a basic report. 69698
Microsoft Dynamics CRM 2013: Applications - Customer Records Jonathan Gurwitz In Microsoft Dynamic CRM 2013; contacts differ from accounts. In this video; Jonathan Gurwitz demonstrates how to access and create both contacts and accounts in order to set up customer records. 69654
Microsoft Dynamics CRM 2013: Applications - Customer Service Reports Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to create a range of customer service reports; which can bolster the analysis of your customer service. In this video; Jonathan Gurwitz discusses the types of customer service reports available in CRM 2013. 69727
Microsoft Dynamics CRM 2013: Applications - Dialogs with Conditional Branches Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to create dialogs with conditional branches to handle different scenarios in your business processes. In this video; Jonathan Gurwitz demonstrates how to create a dialog with conditional branches for adding new customers in CRM. 69693
Microsoft Dynamics CRM 2013: Applications - Discount Lists Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to discount products by using discount lists. In this video; Jonathan Gurwitz demonstrates how to set up a discount list and create volume discounts. 65032
Microsoft Dynamics CRM 2013: Applications - Distributing Campaign Activities Jonathan Gurwitz In Microsoft Dynamics CRM 2013; you can distribute your campaign activities after setting up your marketing campaign. In this video; Jonathan Gurwitz demonstrates how to distribute an e-mail activity that sends special offers to customers in the marketing campaign. 69708
Microsoft Dynamics CRM 2013: Applications - Duplicate Detection Rules Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to create duplicate detection rules to reduce duplicate records and maintain a clean and useful set of data. In this video; Jonathan Gurwitz demonstrates how to enable duplicate detection and configure a rule for the detection of contacts with matching names and parent companies in a CRM system. 69717
Microsoft Dynamics CRM 2013: Applications - Dynamic Marketing Lists Jonathan Gurwitz In Microsoft Dynamics CRM 2013; you can use dynamic marketing lists to simplify the task of keeping your lists up to date. In this video; Jonathan Gurwitz demonstrates how to create a new; dynamic marketing list for contacts. 69700
Microsoft Dynamics CRM 2013: Applications - E-mail Configuration Options Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to personalize the way you manage the tracking of your e-mails; in order to improve integration between Microsoft CRM and Outlook. In this video; Jonathan Gurwitz demonstrates how to personalize your e-mail settings. 69664
Microsoft Dynamics CRM 2013: Applications - E-mail Templates Jonathan Gurwitz Microsoft Dynamics CRM 2013 supports e-mail templates containing prefilled data that allow you to send consistent and professional e-mail messages and save time when sending messages to multiple recipients. In this video; Jonathan Gurwitz uses the Email Template form in CRM to create a new e-mail template for sending a standardized welcome message to new customers. 69707
Microsoft Dynamics CRM 2013: Applications - E-mail Tracking Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to track e-mails against CRM records. In this video; Jonathan Gurwitz demonstrates how to set up and use the CRM e-mail tracking feature. 69665
Microsoft Dynamics CRM 2013: Applications - Entitlements Jonathan Gurwitz In Microsoft Dynamics CRM 2013; the newly introduced Entitlements feature enables you to manage the level and specifics of the service a customer is entitled to. In this video; Jonathan Gurwitz demonstrates how to configure customer entitlements in Dynamics CRM. 69741
Microsoft Dynamics CRM 2013: Applications - Entitlements and Cases Jonathan Gurwitz To limit the amount of service a customer receives; you can use entitlements and cases in Microsoft Dynamics CRM 2013. Case entities are integrated with entitlements. In this video; Jonathan Gurwitz demonstrates how to create a case entity. 65038
Microsoft Dynamics CRM 2013: Applications - Export and Import Data Using Excel Jonathan Gurwitz Microsoft Dynamics CRM 2013 provides you with the facility to quickly and efficiently update large quantities of CRM records using Excel as the editing tool. In this video; Jonathan Gurwitz demonstrates how to export data to Excel; make changes to the data; and then re-import the updated data back into CRM. 69715
Microsoft Dynamics CRM 2013: Applications - Exporting CRM Data to Excel Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to export data to an Excel spreadsheet thanks to effective integration between CRM and Office. In this video; Jonathan Gurwitz demonstrates how to create an Excel workbook as a CRM report. 69694
Microsoft Dynamics CRM 2013: Applications - Generating Quotes from Opportunities Jonathan Gurwitz In Microsoft Dynamics CRM 2013; one of the application's uses is generating quotes from opportunities. From an existing opportunity; quotes can be generated and modified to include discounts; pricing information and addressing; and products from a similar opportunity may be imported into a new quote. In this video; Jonathan Gurwitz demonstrates how to generate quotes from opportunities. 69686
Microsoft Dynamics CRM 2013: Applications - Getting Started Jonathan Gurwitz Microsoft Dynamics CRM 2013's Sales; Marketing; and Service modules allow the easy management of records in three key areas of CRM. In this video; Jonathan Gurwitz demonstrates how to navigate these modules; introducing their default dashboards and component entities. 69652
Microsoft Dynamics CRM 2013: Applications - Installation and Configuration of the Outlook Client Jonathan Gurwitz Microsoft Dynamics CRM 2013's Outlook client integrates the Microsoft Outlook interface and tasks into the CRM system. In this video; Jonathan Gurwitz demonstrates how to download; install; and configure Microsoft CRM 2013's Outlook Client Service Pack 1. 69657
Microsoft Dynamics CRM 2013: Applications - Internal Communication and Social Interaction Jonathan Gurwitz Microsoft Dynamics CRM 2013's activity feed feature allows you to promote team communication and improved collaboration by adding social interaction to the CRM system. In this video; Jonathan Gurwitz demonstrates how to follow active accounts; specific users; and opportunities; as well as manage and interact with posts on the What's New wall. 69704
Microsoft Dynamics CRM 2013: Applications - Introduction to Advanced Find Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to perform searches using Advanced Find options to query data successfully. In this video; Jonathan Gurwitz demonstrates the functionality of Advanced Find; such as the ability to add and remove filters; owners; and columns. 69674
Microsoft Dynamics CRM 2013: Applications - Introduction to Dialogs Jonathan Gurwitz In Microsoft Dynamics CRM 2013; you can create interactive dialogs for users to easily follow in order to carry out particular tasks in CRM. In this video; Jonathan Gurwitz demonstrates how to create a dialog to set up new customers in CRM. 69671
Microsoft Dynamics CRM 2013: Applications - Introduction to Sales Management Jonathan Gurwitz In Microsoft Dynamics CRM 2013; the Sales module allows organizations to track; manage; and analyze their sales cycles. In this video; Jonathan Gurwitz demonstrates the basic entities used in the Sales module. 69676
Microsoft Dynamics CRM 2013: Applications - Introduction to the Product Catalog and Unit Groups Jonathan Gurwitz In Microsoft Dynamics CRM 2013; a Product Catalog allows you to store information about your company's products. In this video; Jonathan Gurwitz uses the Unit Groups entity to create a new Unit Group for the Product Catalog. 69682
Microsoft Dynamics CRM 2013: Applications - Keeping Track of the Competition Jonathan Gurwitz In Microsoft Dynamics CRM 2013; keeping track of your competitors will give your organization a competitive advantage in the market. In this video; Jonathan Gurwitz demonstrates the Sales module and how it allows you to keep track of information about a competitor. 69681
Microsoft Dynamics CRM 2013: Applications - Lead Management and Lead Conversion Jonathan Gurwitz In Microsoft Dynamics CRM 2013; you can create a lead and convert it into an opportunity. In this video; Jonathan Gurwitz demonstrates how to quickly create a lead; then uses the Qualify button to qualify the lead to an opportunity. 69677
Microsoft Dynamics CRM 2013: Applications - Looking Deeper with Advanced Find Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows users to examine Advanced Find in depth; revealing helpful advanced features to gain better business insights from your data. In this video; Jonathan Gurwitz demonstrates the various options available when using Advanced Find. 69675
Microsoft Dynamics CRM 2013: Applications - Mail Merge Jonathan Gurwitz Microsoft Dynamics CRM 2013 makes it quick and easy to perform mail merges. In this video; Jonathan Gurwitz demonstrates how to perform a mail merge of the customers in a marketing list; inserting each customer's details in a letter with predefined fields. 69712
Microsoft Dynamics CRM 2013: Applications - Mail Merge Templates Jonathan Gurwitz In Microsoft CRM 2013; Mail Merge Templates can be used to send letters; faxes; quotes; or email messages quickly and efficiently. In this video; Jonathan Gurwitz demonstrates how to set up; update; and edit mail merge templates. 69711
Microsoft Dynamics CRM 2013: Applications - Managing and Using Multiple Currencies Jonathan Gurwitz In Microsoft Dynamics CRM 2013; you can use multiple currencies within the same environment. In this video; Jonathan Gurwitz demonstrates how to work with and manage currencies to use in opportunities; quotes; and invoices. 69680
Microsoft Dynamics CRM 2013: Applications - Marketing Campaign Templates Jonathan Gurwitz Microsoft Dynamics CRM 2013 contains all the templates required for your marketing campaigns. All the default settings are included in this package; making it easy to create a marketing template. In this video; Jonathan Gurwitz demonstrates how to create template to standardize a campaign. 64943
Microsoft Dynamics CRM 2013: Applications - Marketing Campaigns Jonathan Gurwitz In Microsoft Dynamics CRM 2013; a marketing campaign consists of a series of coordinated planning and implementation steps to promote a product; service; or business. In this video; Jonathan Gurwitz demonstrates how to create a direct marketing campaign that sends out offers via e-mail to customers. 69705
Microsoft Dynamics CRM 2013: Applications - Marketing Reports Jonathan Gurwitz Microsoft Dynamics CRM 2013's out-of-the-box marketing reports provide insight into the effectiveness of marketing activities. In this video; Jonathan Gurwitz demonstrates how to access existing marketing reports via the Marketing area's Reports entity and reviews four marketing-specific reports. 69710
Microsoft Dynamics CRM 2013: Applications - Merge Duplicate Records Jonathan Gurwitz Microsoft Dynamics CRM 2013 provides the functionality to merge duplicate records and help you to maintain clean up to date records. In this video; Jonathan Gurwitz demonstrates how to merge duplicate contacts and consolidate the relevant information into a single active record. 69716
Microsoft Dynamics CRM 2013: Applications - Monitoring Background Processes Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to monitor statuses of previously automated CRM systems. In this video; Jonathan Gurwitz demonstrates how to monitor background processes using the CRM system workflows and how to resolve any issues that may arise. 69673
Microsoft Dynamics CRM 2013: Applications - Monitoring Real-Time Processes and Process Reporting Jonathan Gurwitz Microsoft Dynamics CRM 2013 Applications Monitoring allows you to monitor real-time workflows to see where they are failing. In this video; Jonathan Gurwitz demonstrates how to use Real-Time Processes and Process Reporting to report on all system jobs. 65061
Microsoft Dynamics CRM 2013: Applications - Navigation Basics Jonathan Gurwitz The Microsoft Dynamics CRM 2013 web client provides an interface that makes it quick and easy to manage customer data. In this video; Jonathan Gurwitz demonstrates how to navigate modules; entities; views; and records in the CRM 2013 web client. 69653
Microsoft Dynamics CRM 2013: Applications - Navigation in the Outlook Client Jonathan Gurwitz Instead of using a web browser; you can access Microsoft Dynamics CRM 2013 with the CRM Outlook client. In this video; Jonathan Gurwitz demonstrates how to use the CRM Outlook client to access CRM records and view them in different ways from within Outlook. 69658
Microsoft Dynamics CRM 2013: Applications - Opportunity Resolution Jonathan Gurwitz In Microsoft Dynamics CRM 2013; a resolution activity is generated when an opportunity is won or lost. In this video; Jonathan Gurwitz uses the Activities option to open a resolution activity and view its actual revenue; closing date; competitor; and description. 69679
Microsoft Dynamics CRM 2013: Applications - Orders and Invoicing Jonathan Gurwitz In Microsoft Dynamics CRM 2013; orders and invoicing can be carried out for customers. Once a customer has accepted a quote; an order can be created by converting an active quote. In this video; Jonathan Gurwitz demonstrates how to create an order; fulfil it; and create an invoice to be sent to the customer. 69687
Microsoft Dynamics CRM 2013: Applications - Parent Goals Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to create parent goals in a goal hierarchy; enabling salesperson goals to be rolled into a manager's goal total. In this video; Jonathan Gurwitz demonstrates how to create individual child goals; a parent goal; and rollup child goals based on a common goal metric. 69691
Microsoft Dynamics CRM 2013: Applications - Parent/Child Case Creation Jonathan Gurwitz Microsoft Dynamics CRM 2013 introduced a feature that allows you to create parent/child relationships between cases; allowing up to 100 child cases to be linked to one parent case. In this video; Jonathan Gurwitz demonstrates how to create a parent/child relationship between cases. 69713
Microsoft Dynamics CRM 2013: Applications - Personal Queues Jonathan Gurwitz Microsoft Dynamics CRM 2013 helps you to manage the assignment of jobs and tasks by automatically creating a set of queues when a user or team record is created. Both public and personal queues are created for each user in the system. In this video; Jonathan Gurwitz demonstrates how to work with Public and Private Personal Queues. 69725
Microsoft Dynamics CRM 2013: Applications - Price List Items and Pricing Methods Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to alter pricing structures by making changes to price list items and pricing methods. In this video; Jonathan Gurwitz demonstrates how to configure some of the advanced options of the price list menu. 69684
Microsoft Dynamics CRM 2013: Applications - Price Lists and Products Jonathan Gurwitz In Microsoft Dynamics CRM 2013; you can create price lists and products in the Product Catalog. In this video; Jonathan Gurwitz uses the Price Lists option to set up and customize three price lists. 69683
Microsoft Dynamics CRM 2013: Applications - Product Grouping and Price Rounding Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to tidy up; round off; and group similar products together. You can determine how the price of a product looks by controlling the rounding policy. In this video; Jonathan Gurwitz demonstrates how to configure pricing and products. 65031
Microsoft Dynamics CRM 2013: Applications - Querying CRM Data in a Dialog Jonathan Gurwitz Microsoft Dynamics CRM 2013 provides an advanced dialog feature that allows you to query CRM data and then use the specified records in dialogs. In this video; Jonathan Gurwitz demonstrates how to configure a dialog for creating new cases for existing customers using the Query CRM Data feature; and new contact records for new customers. 69672
Microsoft Dynamics CRM 2013: Applications - Quick Campaigns Jonathan Gurwitz Microsoft Dynamics CRM 2013 Quick Campaigns comprise single activities targeting select groups of clients by mail; e-mail; or telephone. In this video; Jonathan Gurwitz uses the Create Quick Campaign Wizard and an existing marketing list to communicate with a specific customer demographic. 69702
Microsoft Dynamics CRM 2013: Applications - Real-Time Workflows Jonathan Gurwitz In Microsoft Dynamics CRM 2013; real time workflows are a new feature that allows workflows to be processed immediately in order to improve the user experience. In this video; Jonathan Gurwitz demonstrates how to create a real-time workflow to validate a contact entity. 69670
Microsoft Dynamics CRM 2013: Applications - Relating Data Using Connections Jonathan Gurwitz In Microsoft Dynamics CRM 2013; the Connections feature allows you to quickly and easily view the relationship between various CRM records. In this video; Jonathan Gurwitz demonstrates how to use the Connections feature to keep track of data connections in CRM 2013. 69656
Microsoft Dynamics CRM 2013: Applications - Restricting the Selection of Resources Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to schedule your resources and add exclusions of dates from your services; depending on what hours your staff work; what hours your facilities are open; and what dates your business is closed. In this video; Jonathan Gurwitz demonstrates how to set up services exclusion rules. 69738
Microsoft Dynamics CRM 2013: Applications - Sales Literature Jonathan Gurwitz In Microsoft Dynamics CRM 2013; the Sales Literature store is a central repository for sales documentation. In this video; Jonathan Gurwitz demonstrates how to create a Sales Literature record and add documents to it; how to link the documents with products or competitors; and how to include the documents as e-mail attachments. 69685
Microsoft Dynamics CRM 2013: Applications - Sales Reports Jonathan Gurwitz Microsoft Dynamics CRM 2013 provides several built-in sales reports. In this video; Jonathan Gurwitz demonstrates how to access and run the reports; and explains several of the key sales report types and how you can configure them. 69692
Microsoft Dynamics CRM 2013: Applications - Schedule a Service Jonathan Gurwitz In Microsoft Dynamics CRM 2013; services are defined as a type of work provided to a customer and that can be performed by one or more resources. In this video; Jonathan Gurwitz demonstrates how to create and schedule a service activity. 69737
Microsoft Dynamics CRM 2013: Applications - Sending and Revising Quotes Jonathan Gurwitz In Microsoft Dynamics CRM 2013; you can send and revise quotes. Once a quote record has been created; a quote document can be generated to be sent to the customer. In this; video Jonathan Gurwitz demonstrates how a quote document can be revised as needed. 64945
Microsoft Dynamics CRM 2013: Applications - Service Calendar Jonathan Gurwitz The Service Calendar in Microsoft Dynamics CRM 2013 is used for scheduling appointments and activities. In this video; Jonathan Gurwitz demonstrates the various features and views available in the calendar. 69740
Microsoft Dynamics CRM 2013: Applications - Service Level Agreements and Cases Jonathan Gurwitz In Microsoft Dynamics CRM 2013 you can use a case to test the efficiency of a Service Level Agreement (SLA). In this video; Jonathan Gurwitz demonstrates how to integrate SLAs into cases. 69743
Microsoft Dynamics CRM 2013: Applications - Service Module Initial Configuration Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to manage your services in order to provide optimum services to your customers and to avoid service interruptions. In this this video; Jonathan Gurwitz demonstrates how to set up the initial configuration of a service module in CRM Service Management. 69735
Microsoft Dynamics CRM 2013: Applications - Setting Personal Options Jonathan Gurwitz The Microsoft Dynamic CRM Outlook Client includes various CRM options you can configure from within Microsoft Outlook. In this video; Jonathan Gurwitz demonstrates how to configure personal options in the CRM Outlook Client to determine how Outlook records are synchronized and matched to CRM records. 69663
Microsoft Dynamics CRM 2013: Applications - Shared Queues Jonathan Gurwitz Microsoft Dynamics CRM 2013 has an application that allows you to create Queue areas where work items such as cases; activities; or other record types that are waiting to be processed are organized. In this video; Jonathan Gurwitz demonstrates how to create Shared Queues that can be used for team collaboration. 65030
Microsoft Dynamics CRM 2013: Applications - Synchronization Configuration Jonathan Gurwitz The CRM Outlook client makes it possible to synchronize Microsoft Outlook records with Microsoft CRM 2013. In this video; Jonathan Gurwitz demonstrates how to configure synchronization settings for CRM in Outlook. 69659
Microsoft Dynamics CRM 2013: Applications - The Data Quality Dashboard Jonathan Gurwitz In Microsoft Dynamics CRM 2013; creating data quality dashboards allows you to easily monitor the quality of and depth of your captured data. In this video; Jonathan Gurwitz demonstrates how to create a data quality dashboard for contacts and accounts data; with CRM 2013. 69719
Microsoft Dynamics CRM 2013: Applications - The Import Data Wizard Jonathan Gurwitz Microsoft Dynamics CRM 2013 includes the Import Data Wizard that makes it easy for you to upload data from another system or data source into CRM. In this video; Jonathan Gurwitz demonstrates how to use the Import Data Wizard to import a list of contact records from an Excel spreadsheet into the CRM Contact entity. 69714
Microsoft Dynamics CRM 2013: Applications - The Sales Process Jonathan Gurwitz Leads and opportunities are key entities in the Microsoft Dynamics CRM 2013 sales cycle. In this video; Jonathan Gurwitz demonstrates how to distinguish between a lead and an opportunity; and explains how a lead may move through the sales process to become an opportunity and eventually a closed and invoiced sale. 69697
Microsoft Dynamics CRM 2013: Applications - The Subject Tree Jonathan Gurwitz Microsoft Dynamics CRM 2013 provides a hierarchical grouping and categorization system called the Subject Tree. In this video; Jonathan Gurwitz demonstrates how to set up a Subject Tree and then use it to create a new case or product. 69724
Microsoft Dynamics CRM 2013: Applications - Turning E-mails into Actions Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to instantly create Leads; Opportunities; or Cases from an Outlook e-mail provided that the Microsoft CRM Outlook client is installed. In this video; Jonathan Gurwitz demonstrates how to turn e-mails into actions using the CRM. 69666
Microsoft Dynamics CRM 2013: Applications - Using and Searching the Knowledge Base Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to search its knowledge base. If you need to find published articles; you can use the advanced find feature. In this video; Jonathan Gurwitz demonstrates how to browse and search for articles using the search tools available. 69730
Microsoft Dynamics CRM 2013: Applications - Using Contracts with Cases Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to use contracts with cases. Customers who have service contracts are able to have their cases linked to their contracts. In this video; Jonathan Gurwitz demonstrates how to link a case to a contract; and how cases and support contracts work together. 69734
Microsoft Dynamics CRM 2013: Applications - Using Excel to Analyse your CRM Data Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows users to analyze CRM data using Excel; gaining valuable insight into their data. In this video; Jonathan Gurwitz uses Slicers and Timelines in Excel to analyze CRM data. 69695
Microsoft Dynamics CRM 2013: Applications - Working with Activities Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to manage and document the activities involved in interacting with customers. In this video; Jonathan Gurwitz demonstrates how to work with tasks; e-mails; appointments; and phone calls in CRM 2013. 69655
Microsoft Dynamics CRM 2013: Applications - Working with Opportunity Records Jonathan Gurwitz In Microsoft Dynamics CRM 2013; you can use the opportunity entity to store granular details about a potential sale. In this video; Jonathan Gurwitz uses the Existing Product option to add products from the Product Catalog. 69678
Microsoft Dynamics CRM 2013: Applications - Working with Queues and Queue Items Jonathan Gurwitz Microsoft Dynamics CRM 2013 has an application that allows you to work with Queue Items which allow you to manage your workload. In this video; Jonathan Gurwitz demonstrates how manage your queues better using Queue Items. 69726
Microsoft Dynamics CRM 2013: Customization and Configuration - Access Team Reporting Jonathan Gurwitz In Microsoft Dynamics CRM 2013; one of the problems with sharing records is that you can't report them through the CRM user interface. However; you can use teams to perform this function through Advanced Find and manually create access teams without using templates. In this video; Jonathan Gurwitz discusses the advantages of access teams. 65060
Microsoft Dynamics CRM 2013: Customization and Configuration - Access Team Templates Jonathan Gurwitz Microsoft Dynamics CRM 2013 introduces the Access Team feature which provides for simpler record sharing and lower system overhead when sharing large numbers of records. In this video; Jonathan Gurwitz demonstrates how by using Access Team templates; you can quickly see which users a record is shared with via a subgrid instead of having to click the Share button. 69644
Microsoft Dynamics CRM 2013: Customization and Configuration - Adding a Timer to a Case Jonathan Gurwitz In Microsoft Dynamics CRM 2013; you can add a timer control to stay better informed of impending deadlines. In this video; Jonathan Gurwitz demonstrates how to add a timer that counts down to the First Response By time and the Resolve By time. 69744
Microsoft Dynamics CRM 2013: Customization and Configuration - Applying Security Roles Jonathan Gurwitz You can apply a range of different security roles in Microsoft Dynamics CRM 2013. For example; you can restrict salesmen to only limited features while managers can have full access. In this video; Jonathan Gurwitz demonstrates how to set up rights for users and owners in terms of security. 65059
Microsoft Dynamics CRM 2013: Customization and Configuration - Auditing Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to audit data; customizations; and user access. In this video; Jonathan Gurwitz demonstrates how to configure auditing of specific entities and fields; how to view auditing information; and how to manage access to this information. 69645
Microsoft Dynamics CRM 2013: Customization and Configuration - Business Units Jonathan Gurwitz Microsoft Dynamics CRM 2013 bases the security of business information on the concept of business units so that the data in one department is inaccessible to other departments. In this video; Jonathan Gurwitz demonstrates how to use business units to logically segregate data irrespective of the actual organizational structure of the company. 69640
Microsoft Dynamics CRM 2013: Customization and Configuration - Case Status Transitions Jonathan Gurwitz In Microsoft Dynamics CRM 2013 Service Pack 1; you can configure status reason transitions for a case entity. In this video; Jonathan Gurwitz demonstrates how to enable and configure status reason transition rules for a case to ensure that only logical changes to the status of the case can be made. 69747
Microsoft Dynamics CRM 2013: Customization and Configuration - Charts and Dashboards Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to build Charts and Dashboards which can be used to interpret data; find patterns; and view rolled-up aggregates. In this video; Jonathan Gurwitz uses Microsoft CRM to create charts from the perspective of a solution customizer. 69638
Microsoft Dynamics CRM 2013: Customization and Configuration - Configure Option Sets Dan LaChance Microsoft Dynamics CRM 2013 uses built-in and customized option sets to present selectable items stored as numeric values. In this video; Dan LaChance demonstrates how to configure a custom option set for use within a field. 76810
Microsoft Dynamics CRM 2013: Customization and Configuration - Configuring Business Rules Jonathan Gurwitz In Microsoft Dynamics CRM 2013; conditional logic can be applied to forms using business rules. In this video; Jonathan Gurwitz demonstrates how to create; configure; and activate a new business rule. 69636
Microsoft Dynamics CRM 2013: Customization and Configuration - Configuring Custom Entity Properties Dan LaChance In Microsoft Dynamics CRM 2013; you can configure the properties of your custom entities to suit the types of data you want to store in CRM. In this video; Dan LaChance demonstrates how to configure the properties of a custom entity in CRM. 76799
Microsoft Dynamics CRM 2013: Customization and Configuration - Connection Roles Dan LaChance Microsoft Dynamics CRM 2013 uses connection roles to define associations between record entities without establishing a formal relationship. In this video; Dan LaChance demonstrates how to create and configure connection and matching connection roles for select and associated record types. 76818
Microsoft Dynamics CRM 2013: Customization and Configuration - Connection Roles Jonathan Gurwitz In Microsoft Dynamics CRM 2013; connection roles describe the relationships between CRM records. In this video; Jonathan Gurwitz demonstrates how to create and assign a custom connection role; and create a matching connection role. 69633
Microsoft Dynamics CRM 2013: Customization and Configuration - Connections Dan LaChance Microsoft Dynamics CRM 2013 allows the creation of connections to establish informal relationships between record entities. In this video; Dan LaChance demonstrates how to create and configure connections between account and user entities in Dynamics CRM. 76817
Microsoft Dynamics CRM 2013: Customization and Configuration - Create Custom Activity Jonathan Gurwitz In Microsoft Dynamics CRM 2013; activity types can be customized to fit various needs. In this video; Jonathan Gurwitz demonstrates how to create a custom activity type. 69632
Microsoft Dynamics CRM 2013: Customization and Configuration - Creating a Chart Dan LaChance Microsoft Dynamics CRM 2013 allows the creation of customized; system and entity-specific charts to visualize and interpret summarized data. In this video; Dan LaChance demonstrates how to create and customize system and personal charts linked to entity records. 76819
Microsoft Dynamics CRM 2013: Customization and Configuration - Creating a Custom Entity Dan LaChance In Microsoft Dynamics CRM 2013; you can create custom entities to suit the types of data you want to store in CRM. In this video; Dan LaChance demonstrates how to create a custom entity in CRM. 76798
Microsoft Dynamics CRM 2013: Customization and Configuration - Creating a Dashboard Dan LaChance Microsoft Dynamics CRM 2013 allows the creation of dashboards on which multiple views and data types can be collated. In this video; Dan LaChance demonstrates how to create; configure; and publish a dashboard to the user interface (UI). 76823
Microsoft Dynamics CRM 2013: Customization and Configuration - Creating an Entity Relationship Dan LaChance Microsoft Dynamics CRM 2013 allows the creation of three types of entity relationship for associating related records. In this video; Dan LaChance demonstrates how to create a one-to-many entity relationship in Dynamics CRM. 76814
Microsoft Dynamics CRM 2013: Customization and Configuration - Customizing an Existing Field Dan LaChance Microsoft Dynamics CRM 2013 allows the customization of field properties to meet current business needs. In this video; Dan LaChance demonstrates how to customize the formatting properties of data types subject to change in an existing field. 76809
Microsoft Dynamics CRM 2013: Customization and Configuration - Deleting a Field Dan LaChance Microsoft Dynamics CRM 2013 allows the deletion of field attributes storing entity-related data. In this video; Dan LaChance demonstrates how to delete a custom field after ensuring that it has no component view or form dependencies. 76812
Microsoft Dynamics CRM 2013: Customization and Configuration - Display Formats for Fields Dan LaChance In Microsoft Dynamics CRM 2013; you can customize and configure display formats for fields in forms. This lets you control how a field is displayed; as well as what data can be entered into it. In this video; Dan LaChance discusses display formats for fields. 76807
Microsoft Dynamics CRM 2013: Customization and Configuration - Entity Customization Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to add customized functionality to the entities that come standard with the software. In this video; Jonathan Gurwitz demonstrates how to create new entities and configure options such as entity ownership; notes; activities; connections; and queues. 69629
Microsoft Dynamics CRM 2013: Customization and Configuration - Entity Customization Basics Dan LaChance After watching this video; you will be able to describe options for customizing entities in Dynamics CRM. 76797
Microsoft Dynamics CRM 2013: Customization and Configuration - Entity Relationship Types Dan LaChance After watching this video; you will be able to describe entity relationship types in Dynamics CRM. 76813
Microsoft Dynamics CRM 2013: Customization and Configuration - Exporting a Chart Dan LaChance Microsoft Dynamics CRM 2013 allows the export; in XML; of system and personal charts for existing custom entities. In this video; Dan LaChance demonstrates how to export and review the chart definition file of an existing custom entity chart. 76821
Microsoft Dynamics CRM 2013: Customization and Configuration - Field Customization Jonathan Gurwitz In Microsoft Dynamics CRM 2013; Field Customization is used to store wanted data against custom entities and create rich data by customizing fields within the entities themselves. In this video; Jonathan Gurwitz uses the Entity feature to customize different fields by modifying their attributes; using the Requirement; Description; Security; and Type of Field options. 69630
Microsoft Dynamics CRM 2013: Customization and Configuration - Field Data Types Dan LaChance After watching this video; you will be able to work with different field data types in Dynamics CRM. 76806
Microsoft Dynamics CRM 2013: Customization and Configuration - Field Level Security Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to implement field-level security to protect custom fields in records. In this video; Jonathan Gurwitz demonstrates how to restrict the users who can edit and read specific fields in a contact record. 69643
Microsoft Dynamics CRM 2013: Customization and Configuration - Form Customization Basics Jonathan Gurwitz Microsoft Dynamics CRM 2013 contains forms; which allows you to organize your information in a visually appealing way. In this video; Jonathan Gurwitz demonstrates the basics of form customization. 69635
Microsoft Dynamics CRM 2013: Customization and Configuration - Forms for Mobile Clients Dan LaChance Microsoft Dynamics CRM 2013 allows you to develop mobile client forms that let you control what entity data is displayed to mobile devices. You can develop mobile forms in a similar manner to regular forms. In this video; Dan LaChance demonstrates how to work with mobile client forms. 76805
Microsoft Dynamics CRM 2013: Customization and Configuration - Global Option Sets Jonathan Gurwitz In Microsoft Dynamics CRM 2013; global option sets can be used multiple times on either a single or on multiple entities. In this video; Jonathan Gurwitz demonstrates how to create a global option set and shows how it is used in an example. 69634
Microsoft Dynamics CRM 2013: Customization and Configuration - Iframes Jonathan Gurwitz In Microsoft Dynamics CRM 2013; you can use an IFRAME to display content from an external web site or service on a form. In this video; Jonathan Gurwitz demonstrates how to insert an IFRAME that displays an external web page in a contact form. 65048
Microsoft Dynamics CRM 2013: Customization and Configuration - Import and Export Solutions Jonathan Gurwitz In Microsoft Dynamics CRM 2013; you can export customized solutions by packaging them. Depending on the scenario; you can choose a managed or unmanaged solution; and then import the package to a new CRM tenant. In this video; Jonathan Gurwitz demonstrates how to export a solution as a managed solution and then import it into a new tenant. 69628
Microsoft Dynamics CRM 2013: Customization and Configuration - Importing a Chart Dan LaChance Microsoft Dynamics CRM 2013 allows the import of system charts for custom entities that have already been created. In this video; Dan LaChance demonstrates how to import an XML chart definition file into an existing custom entity. 76822
Microsoft Dynamics CRM 2013: Customization and Configuration - Managing and Customizing Views Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to manage and customize your views. In this video; Jonathan Gurwitz demonstrates how to add columns to your views; to name your views; order your data and apply filters to your views to exclude data that you do not want to see. 69637
Microsoft Dynamics CRM 2013: Customization and Configuration - Managing Multiple Forms Dan LaChance In Microsoft Dynamics CRM 2013; you can build multiple CRM forms to display data in various ways; for different users or different devices. In this video; Dan LaChance demonstrates how to manage multiple CRM forms based on their display order; their security roles; and their status of active or inactive. 76804
Microsoft Dynamics CRM 2013: Customization and Configuration - Managing Relationships Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to create and manage relationships between both system and custom entities and link them to other entities in order to enrich their attributes. In this video; Jonathan Gurwitz demonstrates how to link a solution's related entity records together in one-to-many and many-to-many relationship structures. 69631
Microsoft Dynamics CRM 2013: Customization and Configuration - Many-to-One Field Mapping Dan LaChance Microsoft Dynamics CRM 2013 allows the creation of many-to-one relationships between child and parent records. In this video; Dan LaChance demonstrates how to map a many-to-one relationship between Microsoft Dynamics CRM 2013 entities for which a one-to-many relationship already exists. 76816
Microsoft Dynamics CRM 2013: Customization and Configuration - Modifying an Existing Chart Dan LaChance Microsoft Dynamics CRM 2013 allows the modification of custom or built-in entities' existing charts. In this video; Dan LaChance demonstrates how to access and modify a system entity's chart; before publishing the modifications and editing its personal chart from the user interface (UI). 76820
Microsoft Dynamics CRM 2013: Customization and Configuration - Modifying an Existing Dashboard Dan LaChance Microsoft Dynamics CRM 2013 allows the modification of existing dashboards. In this video; Dan LaChance demonstrates how to select a dashboard; modify its components; review its security roles; and publish the customizations to the user interface (UI). 76824
Microsoft Dynamics CRM 2013: Customization and Configuration - Modifying Entity Configuration Dan LaChance In Microsoft Dynamics CRM 2013; entities consist of fields which store data. In this video; Dan LaChance demonstrates how to modify existing entities; as well as build new custom entities in CRM. 76800
Microsoft Dynamics CRM 2013: Customization and Configuration - More Ways to Customize your Forms Jonathan Gurwitz Microsoft Dynamics CRM 2013 provides you with several advanced form controls. In this video; Jonathan Gurwitz demonstrates how to add controls to a contract form in order to list recent cases for the contact; add a Bing Map and a quick view to the form; and configure a Primary Contact field to list only related contacts for a particular account. 69646
Microsoft Dynamics CRM 2013: Customization and Configuration - One-to-Many Relationships Dan LaChance Microsoft Dynamics CRM 2013 allows the customization of one-to-many entity relationships between parent and child records. In this video; Dan LaChance demonstrates how to build a one-to-many parent-child relationship between Dynamics CRM records. 76815
Microsoft Dynamics CRM 2013: Customization and Configuration - Properties of Fields Dan LaChance Microsoft Dynamics CRM 2013 uses fields to define the structure of data stored with entity records. In this video; Dan LaChance demonstrates how to access and review the properties of an existing field. 76808
Microsoft Dynamics CRM 2013: Customization and Configuration - Quick Create Form Jonathan Gurwitz In Microsoft Dynamics CRM 2013; Quick Create Forms can be used to speed up data capturing by configuring which fields are visible when creating records. In this video; Jonathan Gurwitz demonstrates how Quick Create Forms are created and used in Microsoft Dynamics CRM 2013. 69648
Microsoft Dynamics CRM 2013: Customization and Configuration - Quick View Form Dan LaChance Microsoft Dynamics CRM 2013 introduces a new feature called Quick View Forms. These forms allow you to display related entity data from separate entity records on the screen at the same time. In this video; Dan LaChance demonstrates how to create; configure; and customize Quick View Forms. 76803
Microsoft Dynamics CRM 2013: Customization and Configuration - Removing Unwanted Views Dan LaChance Microsoft Dynamics CRM 2013 allows you to customize and configure the system views. This includes the ability to remove unwanted views. In this video; Dan LaChance demonstrates how to delete and deactivate custom and system generated views in Dynamics CRM. 76802
Microsoft Dynamics CRM 2013: Customization and Configuration - Role-Based Forms Jonathan Gurwitz In Microsoft Dynamics CRM 2013; role-based forms are a function that controls what information is available to which users. In this video; Jonathan Gurwitz demonstrates how to configure and use a role-based form in Microsoft Dynamics CRM 2013. 69647
Microsoft Dynamics CRM 2013: Customization and Configuration - Security Roles Jonathan Gurwitz Microsoft Dynamics CRM 2013 bases the security of business information on the concept of business units; for which users are assigned various security roles to control access to data. In this video; Jonathan Gurwitz discusses the basic structure of security roles and how to apply them to teams or users. 69641
Microsoft Dynamics CRM 2013: Customization and Configuration - Setting up Business Process Flows Jonathan Gurwitz Microsoft Dynamics CRM 2013 provides businesses with the tools to create an interface to manage business process flows. In this video; Jonathan Gurwitz demonstrates how to set up and create a business process flow using the logic inherent in a sample business process. 69639
Microsoft Dynamics CRM 2013: Customization and Configuration - Setting Up Document Management Jonathan Gurwitz You can leverage the SharePoint document management features from within Microsoft Dynamics CRM 2013. In this video; Jonathan Gurwitz uses the Document Management feature to enable server-based SharePoint integration. 69649
Microsoft Dynamics CRM 2013: Customization and Configuration - Setting Up Entities for SharePoint Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to upload documents from CRM to SharePoint. To do this; you require a SharePoint folder structure; but before using your system for document management; you need to enable entities for document management. In this video; Jonathan Gurwitz demonstrates how to set up entities for document sharing and how to enable document sharing on SharePoint. 69651
Microsoft Dynamics CRM 2013: Customization and Configuration - Solution Management Jonathan Gurwitz Microsoft Dynamics CRM 2013 allows you to package together a set of components that are related; into a solution for a project or for release. In this video; Jonathan Gurwitz demonstrates how to customize solutions in CRM. 69627
Microsoft Dynamics CRM 2013: Customization and Configuration - Status Fields Dan LaChance Microsoft Dynamics CRM 2013 uses customizable status and status reason fields to represent the status of entities internally and to users. In this video; Dan LaChance demonstrates how to customize the status reasons of a status field. 76811
Microsoft Dynamics CRM 2013: Customization and Configuration - System Views Dan LaChance In Microsoft Dynamics CRM 2013; it is possible to customize the default system views; as well as configure custom ones. In this video; Dan LaChance demonstrates how to configure system views properties in Dynamics CRM 2013. 76801
Microsoft Dynamics CRM 2013: Customization and Configuration - Users; Teams; and Sharing Jonathan Gurwitz Microsoft Dynamics CRM 2013 provides business units as the basis of their security model; which can be used to control user access to company data. In this video; Jonathan Gurwitz demonstrates how to use business unit security roles to control user permissions and rights to data within a business unit. 69642
Microsoft Dynamics CRM 2013: Customization and Configuration - Using SharePoint Document Management Jonathan Gurwitz In Microsoft Dynamics CRM 2013; you can link documents to your CRM records. In this video; Jonathan Gurwitz demonstrates how to link a CRM record to a SharePoint library and upload documents. 69650
Microsoft Dynamics CRM 2013: Customization and Configuration - Using SharePoint Functionality from CRM Jonathan Gurwitz You can combine SharePoint's rich document management features; such as versioning and checking out of documents; with your Microsoft Dynamics CRM 2013 application. In this video; Jonathan Gurwitz uses SharePoint's Version History feature to view and restore different versions of a document. 64944
Microsoft Dynamics CRM 2013: Customization and Configuration - Working with Business Process Flows Jonathan Gurwitz Microsoft Dynamics CRM 2013 provides businesses with the tools to create an interface to manage business process flows. In this video; Jonathan Gurwitz discusses the features of an existing business process flow interface; showing how it controls entities; stages; and steps to ensure that the process runs efficiently and completely. 65058
Salesforce (94)
Title Speaker Summary ID
Creating Employee Apps with Force.com: Creating an App with Force.com Annette Abell After watching this video; you will be able to create an app using Force.com that can interact with the end-users and the back-end data model. 85226
Creating Employee Apps with Force.com: Creating and Editing Users Annette Abell After watching this video; you will be able to update a user record and update the profile assigned. 85240
Creating Employee Apps with Force.com: Activating an Approval Process Annette Abell After watching this video; you will be able to verify and activate an Approval Process using the View Diagram interface. 85222
Creating Employee Apps with Force.com: Adding a Business Rule Annette Abell After watching this video; you will be able to add validation rules to enforce business rules. 85219
Creating Employee Apps with Force.com: Adding Fields to an Object Annette Abell After watching this video; you will be able to add and describe the basic fields that can be added to an object. 85204
Creating Employee Apps with Force.com: Adding New Object-Specific Action to Salesforce 1 Mobile Annette Abell After watching this video; you will be able to update Salesforce1 Mobile action bar in page layout to display your new button. 85237
Creating Employee Apps with Force.com: Apps with Reports; Salesforce 1; Security and User Profiles Annette Abell After watching this video; you will be able to create an app with a report and limit access to the app with user permissions. 85243
Creating Employee Apps with Force.com: Assigning Permissions to Users Annette Abell After watching this video; you will be able to create and assign a permission set. 85241
Creating Employee Apps with Force.com: Changing Organization-Wide Defaults Annette Abell After watching this video; you will be able to edit your system wide sharing settings. 85238
Creating Employee Apps with Force.com: Creating a Custom Report Type Annette Abell After watching this video; you will be able to create a custom report type for your new custom object. 85228
Creating Employee Apps with Force.com: Creating a Custom User Profile Annette Abell After watching this video; you will be able to create a profile specifically for the new employee app. 85239
Creating Employee Apps with Force.com: Creating a Dashboard Component Annette Abell After watching this video; you will be able to create a dashboard chart in your new dashboard. 85232
Creating Employee Apps with Force.com: Creating a Data View Annette Abell After watching this video; you will be able to create new views to customize the display of data. 85213
Creating Employee Apps with Force.com: Creating a Formula Field Annette Abell After watching this video; you will be able to add a Formula field to an object. 85205
Creating Employee Apps with Force.com: Creating a Picklist Field Annette Abell After watching this video; you will be able to create and use a Picklist field for item selection. 85207
Creating Employee Apps with Force.com: Creating a Relation between Two Objects Annette Abell After watching this video; you will be able to create master-detail relations between two objects. 85210
Creating Employee Apps with Force.com: Creating a Report Annette Abell After watching this video; you will be able to create a tabular report. 85227
Creating Employee Apps with Force.com: Creating a Report Chart Annette Abell After watching this video; you will be able to create and display a chart in a summary report. 85230
Creating Employee Apps with Force.com: Creating a Roll-Up Summary Field Annette Abell After watching this video; you will be able to create and use a Roll-Up Summary field to an object. 85206
Creating Employee Apps with Force.com: Creating a Time-based Workflow Rule Annette Abell After watching this video; you will be able to add workflow rules based on time triggers and formulas. 85218
Creating Employee Apps with Force.com: Creating a Workflow to Update a Field Annette Abell After watching this video; you will be able to add workflow rules to automate a business practice. 85217
Creating Employee Apps with Force.com: Creating an App Annette Abell After watching this video; you will be able to interact with the Force.com interface and create a new Force.com App. 85202
Creating Employee Apps with Force.com: Creating an Approval Process Annette Abell After watching this video; you will be able to create a workflow approval process using the Jump Start Wizard. 85220
Creating Employee Apps with Force.com: Creating an Object Annette Abell After watching this video; you will be able to create a new custom object for a Force.com App. 85203
Creating Employee Apps with Force.com: Creating an Object-Specific Action Annette Abell After watching this video; you will be able to create an Action Button so Salesforce1 Mobile users can more easily create new child/detail records. 85236
Creating Employee Apps with Force.com: Creating and Using Roles Annette Abell After watching this video; you will be able to create a role hierarchy and assign roles. 85242
Creating Employee Apps with Force.com: Creating Groups in a Report Annette Abell After watching this video; you will be able to create a summary report. 85229
Creating Employee Apps with Force.com: Creating Page Layouts Annette Abell After watching this video; you will be able to use the Page Layout Editor to add a custom Page to the App. 85214
Creating Employee Apps with Force.com: Deciding Dashboard Access Annette Abell After watching this video; you will be able to adjust necessary dashboard folder and other security settings for required dashboard display. 85233
Creating Employee Apps with Force.com: Editing a Page Layout Annette Abell After watching this video; you will be able to use the Page Layout Editor to add; remove; and rearrange fields on a page. 85215
Creating Employee Apps with Force.com: Editing the Homepage for Approvals Annette Abell After watching this video; you will be able to optimize the homepage layout to include "Items to Approve". 85224
Creating Employee Apps with Force.com: Editing the Homepage to Display New Dashboard Annette Abell After watching this video; you will be able to customize a single user's homepage display when multiple dashboards are available. 85234
Creating Employee Apps with Force.com: Enabling Feed Tracking Annette Abell After watching this video; you will be able to enable feed tracking for an object and configure push notifications. 85216
Creating Employee Apps with Force.com: Exploring Ways to Approve Annette Abell After watching this video; you will be able to review different ways the approver can provide approval and rejection. 85225
Creating Employee Apps with Force.com: Importing Data Annette Abell After watching this video; you will be able to review data import options and load data using the Custom Object Import Wizard. 85212
Creating Employee Apps with Force.com: Managing a Dashboard Annette Abell After watching this video; you will be able to create; access; and modify a new dashboard. 85231
Creating Employee Apps with Force.com: Manipulating App Tabs Annette Abell After watching this video; you will be able to add; remove; and reorder tabs in the App. 85208
Creating Employee Apps with Force.com: Modifying an Approval Process Annette Abell After watching this video; you will be able to modify a workflow approval process. 85221
Creating Employee Apps with Force.com: Preparing Data Annette Abell After watching this video; you will be able to outline best practices and rationale for preparing data for import. 85209
Creating Employee Apps with Force.com: Setup Salesforce 1 Mobile Annette Abell After watching this video; you will be able to use the Salesforce1 mobile quick wizard to create your mobile interface. 85235
Creating Employee Apps with Force.com: Testing as Approval Initiator Annette Abell After watching this video; you will be able to initiate an approval then login as Approver to test approval request and fulfillment. 85223
Creating Employee Apps with Force.com: Viewing the Schema Annette Abell After watching this video; you will be able to use the Schema Builder to manage objects and their relationships. 85211
Developing Applications in Force.com - Exercise: Create a Basic Force.com Application Bob Hendry After watching this video; you will be able to create and deploy a basic Force.com application. 92236
Developing Applications in Force.com - Exercise: Create a Full-featured Force.com App Bob Hendry After watching this video; you will be able to create a full-featured Force.com application. 92759
Developing Applications in Force.com: Adding Actions to the Page Layout Bob Hendry After watching this video; you will be able to create actions and add them to the page layout. 92241
Developing Applications in Force.com: Adding and Maintaining Tabs in an Application Bob Hendry After watching this video; you will be able to work with tabs to provide the user with a tabbed interface. 92217
Developing Applications in Force.com: Apex Variables and Data Types Bob Hendry After watching this video; you will be able to distinguish between the various Apex variables and data types; and use flow of control statements. 92258
Developing Applications in Force.com: Automating Field Updates Bob Hendry After watching this video; you will be able to use Workflow to automate field updates. 92226
Developing Applications in Force.com: Building Cloud Applications in Force.com Bob Hendry After watching this video; you will be able to describe how applications are built in Force.com. 92211
Developing Applications in Force.com: Building Custom Workflows Bob Hendry After watching this video; you will be able to use Visual Workflow to build custom workflows. 92231
Developing Applications in Force.com: Calling Methods from Actions Bob Hendry After watching this video; you will be able to describe how methods are called from actions. 92250
Developing Applications in Force.com: Choosing Fields and Setting Their Values Bob Hendry After watching this video; you will be able to work with fields and set their values. 92240
Developing Applications in Force.com: Components of the Salesforce Platform Bob Hendry After watching this video; you will be able to identify the different components of the Salesforce platform. 92212
Developing Applications in Force.com: Controlling User Access to Certain Records Bob Hendry After watching this video; you will be able to describe how to control user access to certain records. 92244
Developing Applications in Force.com: Creating a Lookup Bob Hendry After watching this video; you will be able to create a lookup. 92219
Developing Applications in Force.com: Creating an Approval Process Bob Hendry After watching this video; you will be able to perform the steps required to build an approval process. 92230
Developing Applications in Force.com: Creating and Enforcing Business Rules Bob Hendry After watching this video; you will be able to use business rules to enforce validation. 92229
Developing Applications in Force.com: Creating and Managing User Permissions Bob Hendry After watching this video; you will be able to describe; create; and manage permissions. 92245
Developing Applications in Force.com: Creating and Using Formulas Bob Hendry After watching this video; you will be able to create and use formulas. 92227
Developing Applications in Force.com: Creating and Using Triggers Bob Hendry After watching this video; you will be able to create and use triggers. 92251
Developing Applications in Force.com: Creating and Viewing Database Schemas Bob Hendry After watching this video; you will be able to create and view database schemas using the schema wizard. 92220
Developing Applications in Force.com: Creating Custom Forms Bob Hendry After watching this video; you will be able to create custom forms in Apex. 92256
Developing Applications in Force.com: Creating Dashboards Bob Hendry After watching this video; you will be able to describe the functionality of dashboards and create them. 92233
Developing Applications in Force.com: Creating Data Views Bob Hendry After watching this video; you will be able to describe and create data views. 92222
Developing Applications in Force.com: Creating Global Actions Bob Hendry After watching this video; you will be able to describe and create global actions. 92237
Developing Applications in Force.com: Creating HTML Pages Bob Hendry After watching this video; you will be able to create and work with HTML pages. 92253
Developing Applications in Force.com: Creating Reports Bob Hendry After watching this video; you will be able to create and work with Force.com reports. 92232
Developing Applications in Force.com: Creating Security Roles Bob Hendry After watching this video; you will be able to create and work with security roles. 92247
Developing Applications in Force.com: Creating Users Bob Hendry After watching this video; you will be able to create new users for an application. 92243
Developing Applications in Force.com: Creating; Deploying; and Running Simple Applications Bob Hendry After watching this video; you will be able to create; deploy; and run simple force.com applications. 92214
Developing Applications in Force.com: Customizing Global Layout Bob Hendry After watching this video; you will be able to describe how to customize global layout. 92238
Developing Applications in Force.com: Customizing Layouts for Mobile Devices Bob Hendry After watching this video; you will be able to work with custom layouts for mobile devices. 92224
Developing Applications in Force.com: Establishing Master-Detail Relationships Bob Hendry After watching this video; you will be able to establish master-detail relationships and distinguish between them. 92218
Developing Applications in Force.com: Functionality and Uses of Apex DML Bob Hendry After watching this video; you will be able to describe the functionality and uses of Apex DML. 92260
Developing Applications in Force.com: Implementing Security Bob Hendry After watching this video; you will be able to describe how Force.com implements security. 92246
Developing Applications in Force.com: Importing and Exporting Data Bob Hendry After watching this video; you will be able to perform data import and export operations with the Import/Export Wizard. 92221
Developing Applications in Force.com: Managing Dashboards Bob Hendry After watching this video; you will be able to recognize the different techniques to manage dashboards. 92235
Developing Applications in Force.com: Managing Page Layout Bob Hendry After watching this video; you will be able to recognize the different techniques to manage page layout. 92223
Developing Applications in Force.com: Object-specific Actions Bob Hendry After watching this video; you will be able to identify objects and actions associated with them. 92239
Developing Applications in Force.com: Running an Application from Mobile Devices Bob Hendry After watching this video; you will be able to run a force.com application from a mobile device. 92215
Developing Applications in Force.com: Running Synchronous/Asynchronous Reports Bob Hendry After watching this video; you will be able to distinguish between synchronous and asynchronous reports. 92234
Developing Applications in Force.com: Security Profiles and Access Control Bob Hendry After watching this video; you will be able to work with security profiles and user access control. 92242
Developing Applications in Force.com: Using Chatter for Collaboration Bob Hendry After watching this video; you will be able to use Chatter for group collaboration. 92225
Developing Applications in Force.com: Using Classes and Methods Bob Hendry After watching this video; you will be able to describe how APEX uses classes and methods. 92249
Developing Applications in Force.com: Using Controllers Bob Hendry After watching this video; you will be able to describe how Apex uses controllers. 92255
Developing Applications in Force.com: Using Development Mode Bob Hendry After watching this video; you will be able to describe development mode and its use. 92252
Developing Applications in Force.com: Using Rollups and Summaries Bob Hendry After watching this video; you will be able to use rollups and summaries in a project. 92228
Developing Applications in Force.com: Using Stylesheets Bob Hendry After watching this video; you will be able to use stylesheets in Apex. 92254
Developing Applications in Force.com: Using Tags Bob Hendry After watching this video; you will be able to recognize tags; their functionality; and uses. 92257
Developing Applications in Force.com: Using the App Quick Start Wizard Bob Hendry After watching this video; you will be able to use the App Quick Start Wizard to build applications in force.com. 92213
Developing Applications in Force.com: Using the Developers Console Bob Hendry After watching this video; you will be able to work with the developers console. 92248
Developing Applications in Force.com: Working with AppExchange Bob Hendry After watching this video; you will be able to recognize how to exchange applications with AppExchange. 92758
Developing Applications in Force.com: Working with Instances and Classes Bob Hendry After watching this video; you will be able to recognize how classes and instances work in Apex. 92259
Developing Applications in Force.com: Working with the New Custom Field Wizard Bob Hendry After watching this video; you will be able to create new fields and custom objects; and work with formulas and validations. 92216