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CRM 2015 and 2016 eBooks and videos (Click on link to open)

[This topic is pre-release documentation and is subject to change.]

Get started

 

Start working in CRM

 

CRM basics for sales pros and service reps (latest version)

 

CRM basics for sales pros and service reps (earlier…

 

CRM for Outlook basics

 

Import contacts into CRM

 

Introduction to business processes

 

Go mobile with CRM for tablets

 

Go mobile with CRM for phones – express

 

Get started with the latest version of CRM Online

2:35

 

Get started with earlier versions of CRM

2:16

 

How to buy CRM Online

2:06

 

Add people to your CRM trial

1:20

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New features

 

Get started with the latest version

2:35

 

New navigation in CRM 2016

0:49

 

Track email and preview CRM info with CRM App for Outlook

3:14

 

Surveys in Microsoft Dynamics CRM

2:37

 

Find information fast with Dynamics CRM 2016 (Delve,…

2:39

 

Create documents directly from CRM by using Word and…

2:38

 

Drive productivity and lower support costs with the…

3:34

 

Streamline knowledge base creation with CRM 2016

2:17

 

Create custom themes

2:45

 

Track Outlook email using folder tracking

2:37

 

Excel what-if analysis and exporting enhancements

2:45

 

Use OneNote for customer notes in CRM Online

2:13

 

Overview of new CRM for phones app

5:01

 

3 easy ways to a better experience mobile experience with…

4:32

 

Customize the CRM for phones experience

2:34

 

Using Power BI with CRM 2015

4:15

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Sales

 

CRM basics for sales pros and service reps (latest version)

 

CRM basics for sales pros and service reps (earlier…

 

CRM for Outlook basics

 

Import your contacts into CRM

 

Introduction to business processes

 

Create your first CRM marketing campaign

 

Create business processes in CRM 2015

2:46

 

Create product categories and price lists in CRM 2015

1:46

 

Visualize hierarchical data in CRM 2015

1:54

 

Understand buyer and business contexts with Social…

2:17

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Marketing

 

Increase your impact with Microsoft Dynamics Marketing

 

Drive results with Microsoft Dynamics Marketing

1:51

 

Overview of Microsoft Dynamics Marketing

3:55

 

What’s new in Microsoft Dynamics Marketing 2015 Update

3:23

 

Make results-driven spending decisions (Microsoft…

4:41

 

Develop content for delivery across multiple channels…

2:39

 

Manage budgets and expenses across campaigns (Microsoft…

3:02

 

Improve negotiations with media buying and development…

4:00

 

Manage job requests (Microsoft Dynamics Marketing)

5:01

 

Plan, execute, and track campaigns (Microsoft Dynamics…

4:02

 

Create email messages with the new email editor…

7:14

 

Use A/B testing to test a hypothesis (Microsoft Dynamics…

4:04

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Service

 

Give great customer service with CRM

 

Meet your service goals with SLAs and entitlements

 

CRM basics for sales pros and service reps (latest version)

 

CRM basics for sales pros and service reps (earlier…

 

Drive productivity and lower support costs with the…

3:34

 

Streamline knowledge base creation with CRM 2016

2:17

 

Surveys in Microsoft Dynamics CRM

2:37

 

Overview of service management

2:03

 

Create, reactivate, or reassign a case

1:47

 

Routing rules in CRM 2014 spring release

2:32

 

Case management enhancements in CRM 2014 spring release

3:25

 

Queue enhancements in CRM 2014 spring release

4:04

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Mobile

 

Go mobile with CRM for tablets

 

Go mobile with CRM for phones – express

 

5 cool things you can do with CRM for tablets

 

Quick tips for CRM for tablets

1:04

 

Get started with CRM for Tablets

1:01

 

Manage CRM mobile apps with Microsoft Intune

3:54

 

Overview of new CRM for phones app

5:01

 

3 easy ways to a better experience mobile experience with…

4:32

 

Customize the CRM for phones experience

2:34

 

CRM for tablets productivity enhancements in CRM 2015

3:03

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Outlook

 

CRM for Outlook basics

 

Track email and preview CRM info with CRM App for Outlook

3:14

 

Configure CRM 2015 for Outlook

3:28

 

Track Outlook email using folder tracking

2:37

 

Configure Outlook or Exchange data synchronization (CRM…

5:19

 

Connect CRM Online to Exchange Online

2:04

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Social

 

Introducing Microsoft Social Engagement

 

Microsoft Social Engagement for CRM

 

Set up a social engagement search for your product

 

Your brand sux

 

Social is for closers

 

Get started with Microsoft Social Engagement

3:11

 

New features in Microsoft Social Engagement Spring 2016

4:19

 

3 ways to engage your customers in Microsoft Social…

3:00

 

What’s new in Microsoft Social Engagement 2015 Update 1

3:55

 

Gain insights from analytics (Microsoft Social Engagement)

7:23

 

Set up searches in Microsoft Social Engagement

3:29

 

Interact with customers, brand ambassadors, partners, and…

3:36

 

Create an early warning system using alerts (Microsoft…

3:13

 

Understand quota management for posts (Microsoft Social…

2:33

 

Use social and monitoring tools to discover game-changing…

5;26

 

Understand buyer and business contexts with Social…

2:17

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Admins

 

Create or customize system dashboards

 

Introduction to business processes

 

Customize a business process

 

Add users to CRM

1:02

 

6 ways to customize CRM without writing code

2:57

 

Connect CRM Online to Exchange Online

2:50

 

Connect CRM Online to SharePoint Online

2:04

 

Import bulk data with Data Loader (Preview feature)

10:52

 

Customer-driven updates in CRM Online 2015 Update 1

3:38

 

Create business processes in CRM 2015

2:46

 

Create custom themes

2:45

 

Customize the CRM for phones experience

2:34

 

Integrate SharePoint into CRM – Hybrid scenarios

14:48

 

Configure CRM 2015 for Outlook

3:28

 

Configure Outlook or Exchange data synchronization (CRM…

5:19

 

Apply field-level security in CRM 2015

2:29

 

Sandbox enhancements in CRM Online

4:22

 

Create rollup and calculated fields in CRM 2015

5:14

 

Understand product taxonomy administration in CRM 2015

2:39

 

How hierarchy security modeling works in CRM 2015

4:48

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The Solution

System solution

The system solution represents the solution components defined within Microsoft Dynamics 365. Without any managed solutions or customizations, the system solution defines the default application behavior.

Many of the components in the system solution are customizable and can be used in managed solutions or unmanaged customizations.

Managed solutions

Managed solutions are installed on top of the system solution and can modify any customizable solution components or add more solution components.

Managed solutions can also be layered on top of other managed solutions. As long as a managed solution enables customization of its solution components, other managed solutions can be installed on top of it and modify any customizable solution components that it provides.

Unmanaged customizations

All customizable solution components provided by the system solution or any managed solutions can be customized in the unmanaged customizations.

Unmanaged solutions

Unmanaged solutions are groups of unmanaged customizations. Any unmanaged customized solution component can be associated with any number of unmanaged solutions.

You create a managed solution by exporting an unmanaged solution and selecting to package it as a managed solution.

Application behavior

The ultimate behavior of an instance of Microsoft Dynamics 365 for a specific organization is the culmination of the system solution, any managed solutions, and any unmanaged customizations.

Complete Corporate Identity

We Rethought Everything

Clients engagement

%

Website Redesign

Day Turnaround

Amazing Result

Mobile Site Boosted Sales By 50%

Mobile Refresh

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Rebuilt From the Inside Out

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Extensive Demographic Studies

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  • Mobile Sales 80%
  • Website Traffic 50%
  • Conversion Rate 75%
  • Email Subscribers 60%

The Results Were Amazing

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Live Project

We Rethought Everything

Complete Corporate Identity

Interested In Working With Us?

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