Microsoft Dynamics® CRM Training

Success Portal Course Library

Welcome to the Course Library on the Success Portal by xRM. A course is a series of videos that cover various topics under a single goal. Each course focuses on the needs of a certain type of CRM Online user, such as a salesperson.

A Successful CRM Deployment

This series of short videos is designed to provide you with the essential information that you need regarding CRM at the early stages of your search. Each video is designed to provide you with information as to the What, Why and How of Customer Relationship Management software. One of the keys to a successful deployment of this product is training, and that starts with you. If you don't understand the essentials of what can be done with this platform, you may have trouble finding a place for it in your organization. If you understand what it can do, you are more likely to make full use of its features, and plan your deployment accordingly.

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Making the most of your CRM Trial

When you sign up for a CRM Trial, you only have thirty days to evaluate the product. It can be a little overwhelming, so here is a course that covers how you can make the most of the trial.

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One Minute Video Collection

This is a collection of one-minute videos designed to quickly and efficiently provide a tip, solve a problem, or explain a concept.

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Increasing Sales Productivity

The "Increasing Sales and Productivity" course teaches students how to configure and use some of the included sales and productivity tools in Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online.

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What's New in CRM Online 2015

CRM Online 2015 has brought some signification enhancements to Microsoft Dynamics CRM. This course is designed to bundle all videos pertaining to the latest enhancements made to the solution.

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An Introduction to CRM 2013

This course highlights new features in Microsoft Dynamics CRM 2013. Each main lesson is broken down into three segments: introduction, demonstration, and tutorial.

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Sales

The Sales course is recommended for salespeople and sales managers or for anyone considering using Microsoft Dynamics CRM Online to organize and process their sales work on a daily basis.

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Service

The Service course is recommended for customer-support representatives and managers who use Microsoft Dynamics CRM Online to process Cases, create Knowledge Base Articles, etc.

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Marketing

The Marketing course is for anyone who uses Microsoft Dynamics CRM Online to coordinate Marketing Campaigns and analyze their effectiveness.

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D&B360 for CRM

D&B360 is a solution provided by Dun & Bradstreet. In a nutshell, they provide commercial data to businesses which can be crucial in improving sales and marketing efforts. By integrating the Dun & Bradstreet database with your CRM data, you’ll be able to gain deep insights into customers and prospects. This course is designed to show you the core functions of the solution and how to use them.

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