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Category Archives: Training
Dynamics CRM 2011 Boot Camps – DC and Raleigh
Our Raleigh North Carolina CRM 2011 Boot Camp is in less than two weeks and the classes are almost full. There’s just a few seats left in most classes except for the CRM developers class (80295) which has only one … Continue reading
CRM 2011 Processes and Reporting Courses now available
Microsoft released new CRM 2011 courseware last month. The long awaited “Workflows and Dialogs Processes in CRM 2011 – 80444A” as well as a new topic, “Reporting in Microsoft Dynamics CRM 2011 – 80445a” have been released. Workflows and Dialogs … Continue reading
Building a Sales Process Workflow in Dynamics CRM 2011
Here is a video from our CRM 2011 Video Series. This one, from the CRM 2011 Workflow & Dialog Processes Series, walks thru the process of building a ‘smart’ sales process using CRM workflows. This video is also applicable to … Continue reading
Elements of Scheduling in Microsoft Dynamics CRM 2011
Here is another video from our CRM 2011 Applications Video Series. This one, from the Using CRM 2011 Service Scheduling, describes all of the entities (files) used in the Service Scheduling module of Microsoft Dynamics CRM. This video is also … Continue reading
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
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
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
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
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
Dynamics CRM 2011 Boot Camp scheduled for April, 2012
Our next training event for Microsoft dynamics CRM 2011 will be held in Raleigh from April 23rd through May 3, 2012. This event offers the fall schedule of Microsoft Dynamics CRM 2011 training for end-users, IT and technical staff, and … Continue reading
