Skip to main content

Alamo CRM/xRM IT Pro Group

Go Search
Home
Independent Business Leaders
Governors Club
Geeks
Events
Alamo CRM/xRM IT Pro Group
  
Lentz Computer Services Public Web Site > Alamo CRM/xRM IT Pro Group > CRM Videos  

CRM Videos

Modify settings and columns
  
View: 
EditNotesFilter
 
CRM Online Overview
General overview of Microsoft Dynamics CRM Online

A navigation overview of Microsoft Dynamics CRM Online, along with a tour of Microsoft Dynamics CRM Online for Microsoft Office Outlook and Internet Explorer Web Browser. Length: 15:00 minutes
 
CRM Accounts Basics
Learn how accounts can help you keep track of the companies with which you do business.You can also read step-by-step instructions for working with accounts in Work with Accounts.
 
Converting Records
Learn how to convert records from one record type to another during the life cycle of a sale. You can also read step-by-step instructions for converting records in Convert a Lead Dialog Box or Work with Activities.
 
Importing Customer Data
Microsoft Dynamics CRM Online makes it simple and quick for you to import the customer data that drives your business success. In this video, you learn how to import your data, and avoid the pitfall of having to spend time on repetitive data entry. For more information, read the article: Getting started with importing.
 
Organize and Track All Your Activities
Learn how to use activities to organize and track your work. You can also read step-by-step instructions for managing activities in Work with Activities.
 
Link to Other CRM Videos