What-If Analysis using Excel with CRM Online 2015 Update 1
Find out how to analyze your data and transform it into meaningful knowledge with Microsoft Dynamics CRM 2015 Update 1 Excel integration. In this video we'll walk you through exporting CRM data to Excel without data formats getting lost in translation. For more information, visit http://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx and http://go.microsoft.com/fwlink/?LinkId=3943
Microsoft Dynamics CRM 2013 Application New Features - Access Teams
What's New in CRM 2011 Session 2: Charts and Dashboards
Microsoft Dynamics CRM 2011: Customisation part 1
A look at the new drag & drop feature in Dynamics CRM 2011.
Stay connected with Dynamics CRM mobile apps
The Dynamics CRM mobile apps make it easy to stay connected with your prospects and customers no matter where you are, or what mobile device you're using. Watch this video to see how to get around in the mobile apps, what they can do, and how you can download the apps and get started.
Administration Introduction (1 of 5): Dynamics CRM 2011
This video provides an overview of data retention capabilities, additional data types and dynamic hyperlinks are available so that administrators can tailor dialogs and workflows to meet specific business requirements. At Training Material Completion you will be able to:
• Recognize the concept of a Multiple Series chart, with visual examples, to compare similar data points (e.g., budget to actual)
• Create charts with multiple series
• Create charts with multiple categories
• Create area charts and stacked charts
Using Power BI with Microsoft Dynamic CRM 2015
Learn how Power BI (Business Intelligence) combines the power of Excel and Outlook 365 with Microsoft Dynamics CRM 2015 to become a great platform for data analysis and visualization.
Record Type: Quotes
Represents a proposal or an estimate.
Converts to Sales Order.
If a customer accepts a presented quote, a sales representative can use Microsoft Dynamics CRM to create an order with the information contained in the Quote record with a single click.
Microsoft Dynamics CRM 2013 SDK New Features - Custom Actions
Hierarchical Security Modelling in Microsoft Dynamics CRM 2015