Microsoft Dynamics CRM Online Videos

Microsoft Dynamics CRM online resources to help make your trial or implementation easy. In this blog posting you will find a series of links that will take you to various videos to help you get started quickly and easily on setting up your Microsoft Dynamics CRM Online System

2 – 5 minute recorded demos:
Basic Setup to Get Started: On your first login to Microsoft Dynamics CRM Online you will be prompted to choose the currency of choice for you business. This short video will help you make the right choice for your business. Watch video

Configure Your System to Meet Your Needs: System configuration is a critical first step in making sure that Microsoft CRM Online is ready for your users – and that your users are ready for it. The configuration videos will walk you through the step-by-step process of making sure that everything is ready for your business and your users, including settings that will determine time zones and currencies appropriate for your company. Please see this video http://video.msn.com/video.aspx?vid=25049040-7981-4673-9e59-e0fba0a97467
Set Up Your Organization: Before you start using Microsoft CRM Online, it’s important to familiarize yourself with the system’s vocabulary to ensure its compatible with yours. This includes, for example, determining and defining the difference between accounts, clients, contacts and leads. To learn more about how to establish these in a way that’s optimal for your business, please see this video http://video.msn.com/video.aspx?vid=a5f4d7fa-57cb-4601-8d38-cccd6768a676 on organizational setup for Microsoft CRM Online.

Download the CRM Outlook Client. *** If you are using Business Contact Manager, you will need to un-install before downloading the Outlook Client.*** If you are using Outlook, the plug-in below puts the CRM functionality directly into the Outlook application. Your CRM users can choose to use the CRM web application, CRM within Outlook, or both in their day-to-day activities.
Outlook Client
Outlook Client Install Guide

Outlook Configuration: One of the most compelling features of Microsoft CRM Online is its inherent compatibility with Microsoft Outlook, one of the world’s most commonly used and familiar e-mail and contact management programs. To learn more about how to configure your system so that it works best with the way you use Microsoft Outlook, please see this video http://video.msn.com/video.aspx?vid=ac41a762-bf60-458b-8c4a-81cd4334d031 for optimal Outlook configuration.

Import Customer Data: A CRM system is only as valuable as the data behind it. Therefore Microsoft CRM Online makes it simple and quick for you to import the customer data that drives your business success. To learn more about how to import your customer data – and avoid the pitfall of having to spend time on repetitive data entry – please see this video http://video.msn.com/video.aspx?vid=4e0c3b8b-02dc-49e5-9182-a86f710b3c6c to determine what format your data is in and how to most quickly and easily import it into Microsoft CRM Online.

Migrate data. Your organization may also wish to input in real customer data in the CRM Online application. To help you do so, Microsoft makes available the CRM 4.0 Data Migration Manager (DMM). Also available for download at the link below:
Data Migration Manager

Use Sample Data. You’ll need to download the sample data and run the Data Migration Manager to import the data.
Data Migration Manager
Sample Data (On-Premise Edition) – This sample data works with CRM Online with the exception of the user records. Simply assign to users during the import then reassign if necessary.

Here’s a blog post that will show how to use the DMM. http://blogs.msdn.com/dynamicscrmonline/archive/2008/05/08/data-migration-manager-video.aspx

Invite Users to access the organization’s CRM Online site. Here’s how:
From within CRM Online:
• Settings => Administration => Users => Select the “New” button. (The Settings button can be found at the lower left hand corner of CRM Online.)
• Select the Security Role(s) for the user you plan add and click “Next”
• Enter the applicable First name, Last name and E-mail Address (Windows Live ID) of the user(s) and click “Next”
• Select the “Add new users and send invitations now” option and select “Create New Users”
• Repeat these steps for new users

On-demand Tutorials
Overview
http://www.democrmonline.com/overview

Sales Overview
http://www.democrmonline.com/salesreview/

On-demand Demos – Some users can not hear audio
User Experience 5/2/08 1hr: Recording URL: https://www.livemeeting.com/cc/microsoft/view
Recording ID: QW9MJ9
Attendee Key: xW'}3%|6K
• An overview of the capabilities of Microsoft Dynamics CRM Online
• Seamless integration with Microsoft Outlook
• Using Microsoft Dynamics CRM Online to "centralize customer information", "standardize business processes" and "realize greater business visibility and insight"
• Resources available to assist you during your Microsoft Dynamics CRM Online evaluation.

System Administrator Experience 5/2/08 1hr: Recording URL: https://www.livemeeting.com/cc/microsoft/view
Recording ID: 7QJ945
Attendee Key: xW'}3%|6K
• General System Settings (Users, Security Roles)
• Data Management (Importing Leads, Adding Fields, Adding Relationships)
• Configuring the user interface
• Using workflow to automate business processes
• Creating and editing system views to generate reports including Excel
• Resources available to assist you during your Microsoft Dynamics CRM Online evaluation

Video - 1-888-TRASH-IT! (Length 2:01)
The founder of a full-service debris removal company discusses the advantages of Microsoft Dynamics CRM Online to his company. The cost-effectiveness of the solution, ease of implementation as well as security are key factors in their choice of Microsoft Dynamics CRM.
Customer facing link:
http://www.microsoft.com/winme/0805/33101/CRM_Trashit_final_MBR.asx

Free Support
Available from 8:00AM – 8:00PM CST via 877-CRM-CHOICE (276-2464); e-mail support for Professional and E-mail and Phone support for Professional Plus



see www.crmonlinelab.com for more great tips.