Demo of Microsoft CRM Online by Jon White
Posted by Ron Harris on Sat, Feb 27, 2010
Technical Specialist Jon White from Microsoft shares some of the features of Microsoft Dynamics CRM Online. This demo talks about the various capabilities of MS CRM Online and how various customers might use these capabilities to run their business more effectively. Runtime for the video is just over 8 minutes.
Highlights of the video include:
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Dashboard in MS CRM Online that allow users to easily define what information they want to see inside of CRM.
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Creating new entities to store information about employees and assets. This is a simple example of xRM.
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Shows Outlook client with MS CRM in the folder list of mail system. How the system tracks tasks, appointments, contacts and email in MS CRM is discussed.
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Shows how to import tradeshow leads into MS CRM via a simple wizard interface.
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The resource center is discussed outlining the various videos and knowledge articles to help you use MS CRM Online more effectively.
I will be posting other articles and videos about MS CRM in the future. The capabilities of the system available out-of-the-box are extremely robust. The Microsoft platform for MS CRM provides almost unlimited ability to customize a solution that exactly fits the needs of any company or organization.