There is a quick Business guide which you can download here, it’s a small 1 page document which goes through the main functionality users will be interested, below are the titles
Personalize Microsoft Dynamics CRM
Top keyboard shortcuts in Microsoft Dynamics CRM
There is also a quick start guide for Outlook users
Quick Start guide for Microsoft Dynamics CRM for Outlook users (direct download)
There is also a good webpage on the CRM resources website, call getting started for Business users, which you can go to here
Getting started resources for business users
| Published: 9/1/2011 Updated: 9/29/2011 |
Welcome to Microsoft Dynamics CRM Online. Microsoft Dynamics CRM Online is a customer relationship management application that is designed to help your organization acquire and retain customers and reduce the time that must be spent on administrative tasks.
The articles and videos listed here will help you get started with Microsoft Dynamics CRM Online. The first set of articles will help you work with the data that you already have. The second set will give you a quick set of steps to learn more about the different areas of the product. The final set has videos that will show how to set up and configure the settings in your system.
| On This PageInitial stepsIncrease your efficiencyHelpful videos |
Initial steps
Quick Start guide for business users
Learn the key steps to get business users up to speed with the most common business tasks in Microsoft Dynamics CRM Online.
Quick Start guide for Microsoft Dynamics CRM Online for Outlook
Learn the key steps to quickly get up to speed with installing, configuring, and using Microsoft Dynamics CRM Online for Outlook.
Key steps to get started with Microsoft Dynamics CRM Online for Outlook
These are the key things you should know about Microsoft Dynamics CRM Online for Microsoft Office Outlook, including how to install, set up, and use this add-in to Microsoft Dynamics CRM Online.
Getting started with importing
The Import Data Wizard is one way to import data into Microsoft Dynamics CRM Online. This option works great when you import data for multiple record types at a time.
6 steps to get started with Advanced Find
Learn the options for finding and analyzing your Microsoft Dynamics CRM Online data, and find out what to do first to get the information you need quickly.
9 steps to get started with reporting
Learn the options for analyzing your Microsoft Dynamics CRM Online data, and find out how to get the information you need quickly.
Increase your efficiency
10 steps to get started with sales
These are the ten key things you should know about the Sales features of Microsoft Dynamics CRM Online, including terminology, quick tips, and using reports.
10 steps to get started with marketing
These are the ten key things you should know about the Marketing features of Microsoft Dynamics CRM Online, including terminology, quick tips, and using reports.
Nine steps to get started with customer service
These are the nine key things you should know about the customer service features of Microsoft Dynamics CRM Online, including terminology, quick tips, and using reports.
Videos
The following videos describe how to use Microsoft Dynamics CRM Online. There are videos to help you get started, get set up, find information for administrators, and learn about features such as workflow and reporting.
Video: Sharing and assigning records
This video walks you through the steps of sharing and assigning records. Length: 3:09 minutes
Video: Cleaning up duplicate data
In this video, you learn how to import your data, and avoid the pitfall of having to spend time on repetitive data entry. Length: 3:09 minutes
Video: Personalize Microsoft Dynamics CRM for yourself
This video shows you how to configure Microsoft Dynamics CRM to better suit where and how you work, as well as keep your personal information current. Length: 2:05 minutes
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