Get started with Microsoft Dynamics CRM
Get a quick overview of Microsoft Dynamics CRM basics. See how to navigate, where to find contacts and accounts, how to enter new info, and how to use the dashboard. For more helpful videos and articles, check out CRMCustomerCenter.com.
Rollup and Calculated Fields in Microsoft Dynamics CRM 2015
Significant investments have been made in Microsoft Dynamics CRM 2015 - power users don't need to learn to write code to build insights with the data in their CRM Systems. In this short video Brandon Simons shows you how rollup fields and calculated fields can now be created and configured using a simple interface.
Marketing Calendar in Microsoft Dynamics Marketing
Take a look at this new video to see how the Marketing Calendar in Microsoft Dynamics Marketing provides an intuitive interface by showing campaign activities in a timeline view. It helps marketing managers get an overview of all present, past, and future campaign activities - and provides a visual comparison to similar campaigns.
Salesperson Experience with Product Taxonomy in Microsoft Dynamics CRM 2015
In this short video, Daniel Dallala showcases the enhanced salesperson experience in Microsoft Dynamics CRM 2015, which includes the ability to sell bundled products, and up-sell or cross-sell products. He also covers using product taxonomy.