Video Library
| Title | Video Thumbnail | Description | Video Link |
|---|---|---|---|
| Optimise business processes with workflows and dialogs |
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Watch a video to learn how to use workflows and dialogs to optimize business processes and improve the consistency of your customer interactions. |
See video |
| Move your data into Microsoft CRM |
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This video shows you how to import your data, such as lists of leads or contacts. |
See video |
| Target the right customer with marketing lists |
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This video explains how you can use marketing lists to reach specific types of customers and increase the effectiveness of your marketing and sales efforts. |
See video |
| Working with quotes, orders, and invoices in Microsoft CRM |
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This video explains how to manage quotes, orders, and invoices in Microsoft CRM. |
See video |
| Winning sales with opportunities in Microsoft CRM |
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This video explains how Microsoft CRM can help you keep track of all your opportunities and potential sales. |
See video |
| Cleaning up duplicate data in Microsoft CRM |
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In this video, you learn how to import your data, and avoid the pitfall of having to spend time on repetitive data entry. |
See video |
| Getting started with Microsoft CRM |
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In this video, you learn how the features in Microsoft CRM provide you with the tools you can use to make your business successful. |
See video |
| Getting started with leads |
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This video explains how you can use Microsoft CRM to keep track of and manage your sales leads. |
See video |
| Getting started with campaigns |
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This video explains how campaigns can help you track your marketing efforts and their success. |
See video |
| Improve customer service with contracts |
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This video introduces you to how contracts and contract lines can help you provide better customer service. |
See video |
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