Microsoft Dynamics CRM 2013: Getting Started
Microsoft Dynamics CRM 2013
| Intermediate
- 5 videos | 26m 1s
- Earns a Badge
Microsoft Dynamics CRM 2013 is a Customer Relationship Management application with a flexible platform for a broad range of requirements. Explore an introduction to the system navigation and basic features.
WHAT YOU WILL LEARN
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Understand the different crm modules and their primary entities
Navigate the crm 2013 web client
Create and manage account and contact records -
Understand and work with the different activity records: emails, tasks, appointments, faxes, letters
Use connections to represent the relationships between different records in the system
IN THIS COURSE
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3m 43sUpon completion of this video, you will be able to understand the different CRM modules and their primary entities. FREE ACCESS
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4m 24sDuring this video, you will learn how to navigate the CRM 2013 web interface. FREE ACCESS
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3. Customer Records4m 23sLearn how to create and manage account and contact records. FREE ACCESS
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4. Working with Activities6m 53sUpon completion of this video, you will be able to understand and work with the different types of activity records: Emails, Tasks, Appointments, Faxes, Letters. FREE ACCESS
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5. Relating Data Using Connections6m 40sLearn how to use connections to represent relationships between different records in the system. FREE ACCESS
EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE
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