Nothing beats great Dynamics CRM video tutorials! When you find the perfect video that solves the specific problem you have, it’s like a godsend. So here are 5 videos showing you how to get past the five most popular CRM 2015+2011 stumbling blocks.
- Linking CRM 2015 to Microsoft Dynamics Marketing
If you have recently chosen Microsoft Dynamics CRM 2015 for your company’s CRM needs, this is probably one of the first things you’ll have to do. So instead of taking half an hour to work it out, here’s the breakdown in 5 short minutes.
- Reactivate a Customer Case
Dealing with tricky customer calls is the bread and butter of a good CRM system. Some customers are so tricky, you think you’ve solved their problem, tick them off the list, only for them to come back with even more problems like some sort of CRM zombie! Here’s how to reactivate their case without having to create a new one and enter all that data again.
- Share a View
The views you create are key to sharing understanding, so sharing them with others in your company is essential for making sure you’re all on the same page. Here’s how to do it.
- Making Dialogs
Dialogs are all those interactions that keep your workflow flowing. Here’s how to set them up.
- Adding to Your Social Engagement Quota
You’re running out of social posts and it’s only halfway through to month! What do you do!? Watch this video, that’s what.