CRM 2011 Export, Clean and Import - Microsoft Dynamics CRM 2011
This video provides an overview of how to export data from Dynamics CRM 2011 to Excel, clean and change the data in Excel and then import the changes back into CRM.
Marketing Job Management with Microsoft Dynamics Marketing
IGH Solutions saves by switching to Microsoft Dynamics CRM
Hear how IGH Solutions switched over from Salesforce.com to Microsoft Dynamics CRM allowing them to save significant amounts of money and enjoy a cohesive environment in which their multiple business units can work.
Monitor cases in one place on the Dynamics CRM interactive service hub dashboard
Solve customer issues faster with interactive service hub dashboards. Watch this video to see the two main dashboards in action. The Tier 1 dashboard helps you find your cases and the things you need to do fast. Use visual filters, snapshots, and tiles to decide what you want to see and work on. The Tier 2 dashboard gives team leads and managers a single place to monitor more complex or escalated cases. Interactive service hub dashboards give you everything you need to support many customers and issues from one central location.
Media Planning & Buying with Microsoft Dynamics Marketing
How to connect Microsoft Dynamics CRM to Microsoft Dynamics Marketing
Synchronize your Microsoft Dynamics Marketing and Microsoft Dynamics CRM data with the Dynamics Marketing Connector for CRM. This deep-dive video guides you through downloading and installing the connector into Dynamics CRM Online. Initial synchronization and creating custom mappings is also covered.
Learn more about Microsoft Dynamics Marketing here:
Microsoft Dynamics Marketing Playlist https://www.youtube.com/playlist?list=PLRvH_Jgj96NmWe9F6_Yi3hDp13LO_qRz5 Microsoft Dynamics Marketing Drives Results https://youtu.be/_xdDaEBZAiE
Activity Feeds Installation (2 of 5): Dynamics CRM 2011
This snack explains how activity feeds allows users to stay up to date on the CRM records that are most important to them. After you complete this snack you will be able to:
• Install activity feeds
• Configure entities for activity feeds
• Disable activity feeds rules
• Auto post activity feeds
Opportunity : Related Record To Opportunity
Products: View existing products that are part of the Opportunity. For example, the customer might be deciding to purchase a Mountain Bike as part of this Opportunity. This would be seen and managed within this section.
Activities: View existing activities or create a new activity for the Opportunity record.
Documents: Add a document location associated with the Opportunity record by specifying a URL of an existing SharePoint folder.
Connections: Add to the record an individual who has a certain role or relationship to the record.
Audit History: View the edit history of the Opportunity record. This also captures the date and time of the modification, along with the old and new values of the specified fields.