I saw a good blog post from Business with CRM which is a getting started for Microsoft Dynamics CRM online Administrators. He has brought together some of the links from the CRM resource wiki. This is a great web page to give to users who will be the Administrators of their CRM system.
The areas the blog covers are
Define business units and security roles
Add users
Assign users to security roles
Import your data
Install Microsoft Dynamics CRM 2011 for Microsoft Office Outlook
Go here to visit the page and read the details
When looking at the page I remembered the other guides I have blogged about and thought I would list them here
There is also a printable CRM 2011 Administrator’s Guide which has been released. This is quite a detailed document at 149 pages but the downside is it doesn’t contain any screen shots so can sometimes tricky to follow
Business Users getting started guide
You have this good page on the CRM resources site
Getting Started with CRM 2011 for Business users
user guide for CRM 2011
You can download the CRM 2011 user guide here , it’s quite detailed at over 600 pages long
customer go live checklist
I think this document was created by Microsoft, it’s quite good and goes through lots of potential things which might go wrong and setting up internet explorer and other things
DynamicsCRMOnline_CustomerGoLiveCheckList.pdf
The bit is all the information above is free.
Hi Hosk,
I’m Glad my Blog Name Appeared in yours. You were an inspiration to open my own blog and Spread the Knowledge.
Purush.
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