Microsoft Dynamics CRM 2013: Forms, Marketing, Contacts, & Processes

Microsoft Dynamics CRM 2013    |    Beginner
  • 15 videos | 52m 31s
  • Earns a Badge
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In Microsoft Dynamics CRM 2013, you can use marketing campaigns to introduce new products or services. Discover how to modify and publish forms, work with the business process workflows, and implement marketing campaigns.

WHAT YOU WILL LEARN

  • Describe the application in dynamic crm 2013
    Describe the minor additions to the quick commands
    Describe the process-oriented workflow form
    Manage dashboards
    Work with dashboard presentations
    Modify and publish forms
    Modify the field properties of a form
    Modify the business process workflow
  • Use the new case resolution process to resolve cases
    Enable and use bing maps from within dynamics crm 2013
    Work with marketing campaigns to introduce or popularize products
    Work with marketing lists for a marketing campaign
    Work with marketing lists to create a mail merge document
    Import a contact list
    Create a report and run it using the report wizard

IN THIS COURSE

  • 3m 2s
    After completing this video, you will be able to describe the application process in Dynamic CRM 2013. FREE ACCESS
  • 3m 26s
    After completing this video, you will be able to describe the minor additions to the quick commands. FREE ACCESS
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    3.  Understanding the Process-Oriented Workflow Form
    4m 48s
    After completing this video, you will be able to describe the process-oriented workflow form. FREE ACCESS
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    4.  Managing Dashboards
    2m 37s
    Find out how to manage your dashboards. FREE ACCESS
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    5.  Working with Dashboards Presentations
    3m 8s
    Find out how to work with presentations using a dashboard. FREE ACCESS
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    6.  Modifying and Publish Forms
    3m 42s
    Find out how to modify and publish forms. FREE ACCESS
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    7.  Modifying Field Properties in Forms
    3m 10s
    In this video, find out how to change the field properties of a form. FREE ACCESS
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    8.  Modifying Business Process Workflows
    2m 46s
    In this video, learn how to modify the business process workflow. FREE ACCESS
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    9.  Using the Case Resolution Process
    3m 54s
    In this video, you will use the new case resolution process to resolve cases. FREE ACCESS
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    10.  Enabling and Using Bing Maps
    3m 12s
    During this video, you will learn how to enable and use Bing Maps from within Microsoft Dynamics CRM 2013. FREE ACCESS
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    11.  Using Marketing Campaigns
    3m 27s
    In this video, learn how to work with marketing campaigns to introduce or popularize products. FREE ACCESS
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    12.  Using Marketing Lists for a Marketing Campaign
    3m 34s
    In this video, you will work with marketing lists for a marketing campaign. FREE ACCESS
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    13.  Creating Mail Merge Documents Using Marketing Lists
    3m 19s
    In this video, you will work with marketing lists to create a mail merge document. FREE ACCESS
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    14.  Importing Contact Lists into the CRM Platform
    4m 15s
    In this video, you will learn how to import a contact list. FREE ACCESS
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    15.  Creating Reports using the Report Wizard
    4m 12s
    To create a report using the Report Wizard: FREE ACCESS

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