Microsoft Dynamics CRM 2016 Back to Basics - The Fundamentals of CRM (
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- Опубликовано: 8 фев 2025
- For an updated video on the basics of Microsoft Dynamics CRM 2021 click here - • Microsoft Dynamics CRM...
The next in our monthly Microsoft Dynamics CRM Training series. In this session, we will review some of the basics to get you started using your new CRM. In this 45 minute session, you will learn:
1 - Basic Terminology
2 - Navigating the interface
3 - Methods of accessing CRM
Q and A session will follow
For more training videos, visit: www.crmdynamics...
Learn more about how we can implement Microsoft Dynamics CRM for you: www.crmdynamics...
Wonderful Customer Relationship Management tutorials. Very educative, engaging and highly communicative. Surely this is helpful and has added value to me. I look forward to applying this information in my daily activities.
Hi @MichaelNkaduda! Thank you for your positive feedback on this video! We are happy to know you found it of value and engaging. 😄
If you were looking for more information on this topic, feel free to reach out to one of our experts at: www.crmdynamics.com
You probably dont care at all but does anybody know of a method to get back into an instagram account?
I was dumb lost my account password. I love any assistance you can give me.
This is the best tutorial/overview I've seen yet. Thanks!
Thanks for the kind words, and glad I could help!
This is also extremely helpful for new to CRM administrators. thank you very much
Angelina, thanks for taking the time and courtesy for such in depth well explained tutorials. Awesome videos on Dynamics CRM
Appreciate the feedback Christopher!
Awesome voice and communication, really great product knowledge and many thanks.
Oh my goodness. Thank you so much for this! Extremely helpful!
You're welcome! Glad you enjoyed!
great tutorial, the best i have seen so far. thank you Angelina!
Wonderful! Thank you, and glad it helped.
This course needs to be updated
God damn this is great . 45 mins were worth
Glad it was worth it :) Hope you enjoy all the training videos!
good training material, clear & easy to follow ;-)
hi collegue, excellent video, it's a well explained overview of CRM 2016, you helped me a lot
Great demo, thanks!!!
Thanks Angelina. Good synthesis of Dynamics CRM 2016.
Thanks so much for this Angelina...Great stuff !!
2 doubts that might be obvious to an expert, or maybe it's covered in detail further along the playlist...
Please bear with a beginner like me:
(1) What is the difference between Mark Complete vs Close Phone Call -> saw these options while you were explaining activities.
(2) During overview of customizations, saw 2 different icons for Documents in the left navigation pane, in the Accounts Form. Why are there two of them ?
Thanks again for this lovely content, perfectly paced and comprehensively covered.
Good Training session for about 30 minutes
waw ,Microsoft CRM ...Every navigation was excellent , with SQL server 08 R2 , 12 .
Nice tutorial, well explained
Thanks Maam For this Tutorials its real help us
Great tutorial, thanks!
Really great video.thanks
Great tutorial; thank-you. One thing not covered is how you create a new Dynamics 365 for Sales instance (i.e. since one already existed in the Dynamics 365 admin center / was used for the duration of the video). Currently we're attempting to raise a change with our O365 admins to request a new instance be set up; but need to provide them with instructions on how to create this; and have found ourselves in a deadlock where we can't see the screens to provide them with those instructions. I didn't see any obvious "add instance" button on the Dynamics 365 admin center screen...
Hi John, while I'm not familiar with your current setup there could be many pieces to check first. One, you need to have the licenses for D365 if you do not already, and if you already have an instance you're using, you'll need to purchase another or set up a Sandbox to use. A lot of this depends on what you're already subscribed to. I suggest reaching out to Microsoft support as they'll know what you're currently set up with. Thanks :)
Thanks Angelina; nice quick response :)
Nice Video! Really helpful!
Glad it helped!
nicely explained really, thanks
thank you for this video Angelina
thank you. It helps me to figüre out the system
+safak ozsoy Glad to hear!
Really great and helpful! :)
very helpful video
For beginners, very good, there are gains, I hope there will be Chinese and English translation
Could you please tell me the process it the task
MS Dynamics CRM Analyst for implementing the Sales and Marketing modules building solution for educational industry
Hi good morning, I am very new to the microsoft dynamic CRM , So here i would like toask many things.
1) Can I open this microsoft dynamic in Windows 7.
2) how i will get this application, any CD, WEB address, or any download link do you have.
3) How to run it , What are the steps i should follow to open it.
4) after open how it will works.
I know i asked many questions , because i am very new to this , so kindly help on this
Thanks in advance
Hello! Dynamics CRM isn't like a desktop software such as Word or Outlook. You can opt-in for a trial with Microsoft and try it out here: www.microsoft.com/en-us/dynamics/free-crm-trial.aspx
Very Good
Nice, good job !!
Does this CRM allow use of templates with merge fields, does it have automated follow up programs and lastly does is have campaigns? Thank you!
It has all of that Mo, worth getting a trial account if you haven't already to check it out!
How do we add fields to be searched in the multi entity search? You mentioned it can search up to ten, my is only searching 4.
You can add up to ten entities to search within by going to the settings>administration>system settings and "select entities for categorized search"
If you want to add fields to search within those entities, you need to edit the Quick Find view of each entity.
Hi, Angelina! Great training presentation. Are you still doing these webinars?
CRM Dynamics has continued to do this webinars. You may see me on upcoming ones again, be sure to check out www.crmdynamics.com/learning-events/
Do you provide training and certification and co-op?
hi madam i greeting to u am beginner ms crm course i have a doubt regarding this course this is enough for real time also or not .
Hi @gsyadav thanks for watching the video! Here is the link to our Learning Academy where we have all of our training videos and webinars!
www.crmdynamics.com/learning-learning-academy-preview/
If you still can’t find what you’re looking for, here is the link to our website.
www.crmdynamics.com/
Select “Talk to an expert”, and one of our experts will get back to you! 😄
I am fron Washington DC, do you think MS Dynamics CRM will more popular than salesforce like in Canada? MS just bought 333 acer land for data center 2018. see how MS rock AWS or Salesforce in Washington to get the ultimate government contract
Hi Angeline, i would like to pursue my career in MS CRM functional consultant , could you please help me with MS Dynamics implementation guide
I suggest you start learning from Microsoft's D365 page here: docs.microsoft.com/en-us/dynamics365/#pivot=get-started&panel=getstarted
and get started reviewing the modules within Customer Engagement here: docs.microsoft.com/en-us/dynamics365/#pivot=business-apps&panel=customer-engagement
Hi Angelina, how can I add my bank account to my crm to receive the payments? help please
Hi angel, what your asking is outside the scope of this video, and while Dynamics CRM isn't a payment processing software it may be able to integrate with whatever accounting system you're using.
You betcha
Great video, its a shame is so damn expensive.
How much?
Now I can see why Oracle bought Netsuite. Microsoft playing catchup as usual.
Hello
If you could improve the video quality it would be appreciated