Microsoft Dynamics CRM

With Microsoft Dynamics CRM, everything from marketing leads, sales opportunities and customer activity come into easy view for quick decision making. Businesses use Microsoft Dynamics CRM to simplify complex business processes and better manage client relationships. This page offers a collection of Microsoft Dynamics CRM videos aimed at helping users get more out of CRM.

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Microsoft Dynamics CRM Sales & Marketing Videos

Sales Analytics with Dynamics CRM

This video is a summary of both the Microsoft Dynamics CRM 2013 Out of the Box Sales Forecasting capabilities including Goals, Charts and drill down on your Sales Data and the Zero2Ten Sales Analysis Solution that provides key Sales Analytics of Sales Cycle and Revenue Metrics.

Out of the box Sales Cycle for CRM

Learn how the sales cycle works in Microsoft Dynamics CRM. See how you can qualify a lead, create an opportunity, generate a quote and win revenue.

Managing Marketing Lists in Dynamics CRM

Key points covered in this video include the differences between static and dynamic lists, how to add members to a list and how to create quick campaigns.

Creating a Full Marketing Campaigns in Dynamics CRM

Discover how to create Marketing campaigns in Microsoft Dynamics 2013

Creating Quick marketing campaign

This video demonstrates how to create quick campaigns in Microsoft Dynamics CRM 2015.

Dashboards and Reporting in Microsoft Dynamics CRM

This video provides an overview of Microsoft Dynamics CRM 2013 Dashboards, Charts, Views, Reporting and Excel Reporting. It also goes into how to leverage Microsoft Dynamics CRM 2013 Mobile Dashboards, Views and Cross Record Search.

Dashboards in Microsoft Dynamics CRM 2015

This video demonstrates dashboards in Microsoft Dynamics CRM 2015.

Collaborative Selling Capabilities with Sales

With Microsoft Dynamic CRM, discover and share ideas with the entire organization with enterprise social networking tool Yammer. Collaborate on sales proposals and presentations with document management and real-time document co-authoring from Office 365 and SharePoint. Reach experts with contextual presence, IM, voice, video, and online meetings via Skype for Business.

Microsoft Dynamics CRM Service Videos

Service Management Overview

Another great education video from Microsoft on Dynamics CRM 2015…

Case & Service Management in Microsoft CRM

This video demonstrates how to use Cases for customer service in Microsoft Dynamics CRM 2015.

Microsoft Dynamics CRM - Service Scheduling

In this video is an overview of how to leverage Service Scheduling in Microsoft Dynamics CRM 2013. It shows how Resources can be scheduled, how customer preferences can be leveraged and how skills can be applied in the system to ensure that the right resource is used every time.

Microsoft Dynamics CRM Generic Videos

Dashboards and Reporting in Microsoft Dynamics CRM

This video provides an overview of Microsoft Dynamics CRM 2013 Dashboards, Charts, Views, Reporting and Excel Reporting. It also goes into how to leverage Microsoft Dynamics CRM 2013 Mobile Dashboards, Views and Cross Record Search.

Dashboards in Microsoft Dynamics CRM 2015

This video demonstrates dashboards in Microsoft Dynamics CRM 2015.

Business Process Mapping in Microsoft CRM

This video demonstrates how to navigate through and implement the Business Process Flows with Microsoft Dynamics CRM 2015.

Customer self-service

Make it easy for customers to solve issues on their own. Provide a customizable online support portal that leverages an organized, searchable knowledge base to deliver real-time updates, consistent answers to service questions and product and service information and documentation. And, with the ability to submit cases directly from the self-service portal, brands can get the right case to the right agent for fast and effective service resolution.

Microsoft Social Engagement Search Setup

Microsoft Social Engagement enables you to set up search topics in order to monitor and engage with relevant social posts. In this video, Philippe Kieffer demonstrates how to set up search topics, create rules with keywords, and connect to Twitter handles and Facebook pages.

Outlook Integration with Microsoft Dynamics CRM

This video demonstrates the integration between Outlook and Microsoft Dynamics CRM 2015.

Using Power BI with Dynamics CRM

Learn how Power BI (Business Intelligence) combines the power of Excel and Outlook 365 with Microsoft Dynamics CRM 2015 to become a great platform for data analysis and visualization.

Tablet Dashboard for CRM 2015 (Mobility)

This video describes the new Dashboards feature in Microsoft Dynamics CRM 2015 for Tablets.

Mobile Application for Smart Phones for Microsoft Dynamics CRM Online 2015

Get an overview of our new Mobile Application for Smart Phones for Microsoft Dynamics CRM Online 2015 Update 1.

Microsoft CRM – Third Party Integration

Lead Scoring and tracking with Click Dimensions

ClickDimension’s Marketing Automation for Microsoft Dynamics CRM empowers marketers to generate and qualify high quality leads while providing sales the ability to prioritize the best leads and opportunities. Providing Email Marketing, Web Tracking, Lead Scoring, Nurture Marketing, Social Discovery, Campaign Tracking and Forms and Surveys ClickDimensions allows organizations to discover who is interested in their products, quantify their level of interest and take the appropriate actions.

Resco Mobile CRM App for Microsoft Dynamics

Take a new approach towards business—go mobile with your Dynamics CRM and get closer to the real action. You can now work with your data everywhere you happen to be. Be it at a meeting with customer or on the way to an appointment. The possibility to access the desired information online & offline will greatly ease your job.

Work with your data effortlessly, astonishingly quickly, and take advantage of delightful features, such as interactive maps or photo capturing. That’s not all! You can also fully customize the app and bring in the features you want.

If you have need help with customising Microsoft Dynamics CRM according to your business requirements, fill the form or write to us at [email protected] and one of our Microsoft certified consultants will speak to you. To try and test the capabilities of Microsoft Dynamics CRM and have a first hand look at the benefits it can offer; sign up for a 30-day free CRM trial.