Microsoft Dynamics CRM 2013: Getting Started

Microsoft Dynamics CRM 2013    |    Intermediate
  • 5 videos | 26m 1s
  • Earns a Badge
Rating 3.9 of 18 users Rating 3.9 of 18 users (18)
Microsoft Dynamics CRM 2013 is a Customer Relationship Management application with a flexible platform for a broad range of requirements. Explore an introduction to the system navigation and basic features.

WHAT YOU WILL LEARN

  • Understand the different crm modules and their primary entities
    Navigate the crm 2013 web client
    Create and manage account and contact records
  • Understand and work with the different activity records: emails, tasks, appointments, faxes, letters
    Use connections to represent the relationships between different records in the system

IN THIS COURSE

  • 3m 43s
    Upon completion of this video, you will be able to understand the different CRM modules and their primary entities. FREE ACCESS
  • 4m 24s
    During this video, you will learn how to navigate the CRM 2013 web interface. FREE ACCESS
  • Locked
    3.  Customer Records
    4m 23s
    Learn how to create and manage account and contact records. FREE ACCESS
  • Locked
    4.  Working with Activities
    6m 53s
    Upon completion of this video, you will be able to understand and work with the different types of activity records: Emails, Tasks, Appointments, Faxes, Letters. FREE ACCESS
  • Locked
    5.  Relating Data Using Connections
    6m 40s
    Learn how to use connections to represent relationships between different records in the system. FREE ACCESS

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