We all know how busy life can get. Work, kids, or just life, in general, take up a lot of our time, leaving us a little time to sit in a classroom and study, that is why you should watch a dynamics CRM tutorial video. We’ve chosen the two most popular dynamics CRM tutorial videos, watched them on our free time and sifted out the most important points. Enjoy!
How to connect Microsoft Dynamics CRM to Microsoft Dynamics Marketing
If you are asking yourself, how do I connect Microsoft Dynamics CRM to Microsoft Dynamics Marketing? Then this video is for you! Christian Abeln, Sr. Program Manager walks us through, step by step.
Here are some basics:
CRM Connector Synchronizes master data (contacts, accounts, etc.) and transactional data (campaigns, marketing, behavior data, opportunities, tasks and leads)
There are four parts to the configuration process
1) Integration status in Dynamics Marketing
2) Configure the CRM connector
3) Test the functionality
4) Customize the mappings and test
This video happens to be more intricate and detailed, so we encourage you to take just five minutes to watch this one
Here is the link:
Videos are great and all, but check out this chance to receive clear step-by-step guidance to ensure any Dynamics™ task or action is completed successfully
How to create, reactivate, and reassign a case using Microsoft Dynamics CRM
This video comes from Microsoft CRM Tutorials.
Tricky customers are, well, tricky. You may think you’ve solved their problem when they call in once. But sometimes, they call in again. Rather than opening up a whole new file, here’s how you create, reactivate, and reassign a case using Microsoft Dynamics CRM.
First, you’ll want to go to cases. The first thing you’ll see is active cases. You can also use the search button or change the view to find a specific case. To create a new case altogether, click new case, and find the customer. If they are not in the system, click new to create a record. When the customer expresses his or her issue, make sure there isn’t already an open case for them. If there isn’t one, click new, and enter the case title. Use the activities area to add any information related to phone call details, tasks or notes related to the case. To help you with the case, you can search for similar cases and use the information to help you resolve the case you are working on. When you are all done, resolve the case and fill in the required information. Now, if this customer calls back again, you can always reactivate the case. You can assign the case to another agent, or you can put it back in the queue.
Here is the link:
How to Share a View in Dynamics CRM
Sharing the views you create with others in your company is really important for making sure that you’re all on the same page. Here’s how you share a view
Brian Geraghty, from socius, walks us through this tutorial. First, you want to go into your systems, and then into your opportunities. Often times, people will want to take a view that they’ve created, and you may want to share that across a series of team members. Next, you want to click on advanced find, click on saved views, and you get to see all of the views that are saved against a given record type. This is again for opportunities, but this also holds true for any other record type inside the system. Next, you’ll want to click the tick box next to the view, which will open up a ton of options. There is then an option to share that view with someone else. You’ll be able to share it and add in other teams or users. Once you click okay, you have then shared your view with the team. It’s that simple!
Here is the link:
The great thing about YouTube tutorial videos is that they are very interactive. It is a change of pace. Rather than reading an article, you are being directly spoken to, as if you are their main concern for the time being. If you do happen to have some spare time on your hands, don’t hesitate to go onto YouTube and search “dynamics CRM tutorial”. You will find a wealth of information.