Monthly Archives: February 2012

Using Campaign Responses in Dynamics CRM 2011

Here is another video from our CRM 2011 Applications Video Series. This one, from the CRM 2011 Marketing Management course, is on how to use Campaign Responses in Microsoft Dynamics CRM 2011. Campaign responses are one of the most flexible … Continue reading

Posted in CRM 2011, How to, Training | Tagged | 2 Comments

CRM 2011 Service Scheduling Video Series Course Recorded

Today, I finished recording the second module in the long overdue Service Scheduling course (APSS) of our Microsoft Dynamics CRM 2011 Applications video series.  I know I had promised it sooner, so for those of you who have been waiting, … Continue reading

Posted in CRM 2011, Training | Tagged , | Leave a comment

Sales Processes & the Pipeline Report in Dynamics CRM 2011

Today I posted another video excerpt from our CRM 2011 Applications Video Series. This one, from the sales course, is on how sales processes work with the pipeline chart and report in Microsoft Dynamics CRM 2011.  This one is also … Continue reading

Posted in CRM 2011, How to, Training | Tagged , | 1 Comment

Using Advanced Find & Creating Personal Views in CRM 2011

I recently recorded and posted a 17 minute video on YouTube on how to use the advanced find tool and to save personal views in Microsoft Dynamics CRM 2011. This is part of the Using CRM 2011 Common Features (Introduction … Continue reading

Posted in CRM 2011, How to, Intermediate, Training | Tagged | 1 Comment

Filtering Views in the CRM 2011 Outlook Client

I recently recorded and posted a 10 minute video on YouTube on how to use the new filtering capabilities in Microsoft Dynamics CRM 2011 Outlook client. This is part of the Using CRM 2011 Common Features (Introduction for All Users) … Continue reading

Posted in CRM 2011, How to, Intermediate, Training | Tagged | 1 Comment