I will warn you, the woman speaking has probably the most monotone voice I have ever heard, which is a shame because the information is very useful but it sometimes become very difficult to hear it because I was tuning out.
She explains new functions at around 10 minutes with some examples
if you want to see what code has changed then this post lays it out really well
it has thing like this
- Returns a string value of the primary attribute for the entity
- Takes in a string value to set a form notification with the passed in string
- Pass in “ERROR”, “INFORMATION” or “WARNING” to dictate the type of notification
This is a very simple and concise video on how to get started with CRM 2013.
It’s well worth watching if it’s your first time using CRM 2013 and I would suggest particularly useful for users new to CRM in general
I found a link tweeted by the busy David Pennington who is the Director of CRM Product Marketing, if you want to follow David his tweeter account is – https://twitter.com/#!/pennington03
He tweeted a link to the video below, it’s a 40 minute video going through all the new features coming up in the new Q2 Service Update or the CRM big update as I like to refer to it.
The video is a bit long but I left it running on my other screen and woke up for the demo’s or interesting bits.
The first thing I would say is the mobile client looks pretty good and I really like the way you can quickly call or email contacts. Below is a screenshot of the new mobile app
The demo also goes through the new multi browser functionality.
The activity feeds have been improved and the new filter functionality seems very useful.
The video goes through harnessing SQL Server 2012 which is available at the moment and it mentions the online data centres already use SQL 2012.
Importantly it does view powerview, which is the new BI tool. This is something I am very interested in and it explains powerview (which is a sharepoint added) does allow you to create Excel cubes of information.
There is a demo of Powerview which starts at minute 24 minutes.
Here is an interesting video about Microsoft Dynamics CRM sales automation.
The video shows you the possibility of CRM 2011 with regards to sales automation and goes through a few examples. The video could give current CRM users a few ideas.
A customer asked me if I knew of any good training material for CRM 2011.
There are some good free getting started guides to CRM 2011, click here to get the guides.
The best guide to CRM 2011 is using the resource centre, it is an excellent mix of videos, tutorials and quick help guides.
It is structured in an easy to use way because the tabs on the top allow you to quickly navigate to the area you are interested in.
below are some links to videos for CRM 2011, I have put them in order of usefulness. There are lots of other videos on youtube of course so the best solution would probably be to search for what you want to do.
Microsoft Dynamics CRM Online Resource Center
MicrosoftDynamicsCRM on YouTube
more than 100 videos on CRM
MicrosoftDynamicsCRM on YouTube
Demo CRM Online
This is a useful video by Zero2Ten with some tips on keeping on top your sales pipeline. The video is split up into three main parts
Opportunity Follow Up
Opportunity Follow Up Workflow Demo
The video would be useful for companies starting out with CRM 2011 and help them create processes to make sure they are using CRM 2011 efficiently and showing them some of potential of CRM 2011
if the video doesn’t load then click here to go and watch the video