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More How-to Videos

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The CRM Online Technology Specialist team has published fourteen how-to videos on www.democrmonline.com, with more to come.  They're worth a look.

  1. General Overview - 15:00
    • This video will provide a navigation overview of Microsoft Dynamics CRM Online via the Outlook client and Internet Explorer Web Browser.
  2. Sales Overview - 12:00
    • This video will show the sales features in Microsoft Dynamics CRM Online from creating a lead that leads to an opportunity that then leads to a quote.
  3. Customer Service Overview - 14:54
    • This video will provide an overview of the customer service functionality in Microsoft Dynamics CRM Online.
  4. Service Scheduling Overview - 13:55
    • This video will provide an overview of the service scheduling functionality in Microsoft Dynamics CRM Online.
  5. Reporting Overview - 15:29
    • This video will show the reporting capabilities in Microsoft Dynamics CRM Online.
  6. Bulk Data Export Overview - 7:15
    • This video will show how to leverage an open source solution to export data from Microsoft Dynamics CRM Online.
  7. Data Migration Overview - 10:00
    • This video will show the out of the box methods (import data wizard & data migration manager) to import data into Microsoft Dynamics CRM Online.
  8. Customization Overview - 13:00
    • This video will show how easy it is to modify existing entities or creating new entities in Microsoft Dynamics CRM Online.
  9. Entity Relationship Overview - 11:00
    • This video will show to how easy it is to create relationships between CRM Online entities (ie Accounts, Contacts, Opportunities, …).
  10. Workflow: Sales Process Overview - 25:00
    • This video will show to how easy it is to utilize workflow to create a sales Process.
  11. Add User: Adding a new user - 06:45
    • This video will show to how to add a new user in Microsoft Dynamics CRM Online.
  12. Introduction to custom proposal solution using Word - 05:45
    • This video will introduce a software + software as a service using MS Word and Microsoft Dynamics CRM Online.
  13. Working with Accounts & Contacts - 05:30
    • This video will show how to work with Accounts & Contacts within Microsoft Dynamics CRM Online.
  14. Managing Security Roles – 09:58
    • This video will show you how to create and manage security roles, and add specific roles to Users.

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