Microsoft Dynamics® CRM Training
Microsoft Dynamics CRM 2013 Introduction
An error occurred while loading the video. Please try again.
Introduction to Microsoft Dynamics CRM in 25 Minutes
Thank you for watching “Microsoft Dynamics CRM 2013 Introduction.” Below, you will find a short summary of the material covered in the video.
What is CRM? CRM is Customer Relationship Management. It’s the simple notion that businesses of all shapes and sizes will benefit if they have, all in one place, all of the information they need about everything they care about. It’s a broad statement, but true if the CRM chosen is flexible and powerful. If the CRM system is pleasing to work with and easy to use, then the CRM system is a good one. One of the most flexible, most powerful, and easiest to use CRM applications is Microsoft Dynamics CRM.
How will it help my business?
• Information – having the full measure of information about any Opportunity, Lead, Company or person will help with decision-making and provide better service.
• Efficiency – knowing precisely what to do next in any given process, or what has been done and when will help with efficiency.
What are the deployment choices?
• Microsoft Dynamics CRM Online – hosted by Microsoft
• Microsoft Dynamics CRM Partner-Hosted – hosted by xRM (or another Microsoft Partner)
• Microsoft Dynamics CRM 2013 on-premises – hosted by you on your own servers
How can I access my database?
• Microsoft Office Outlook
• Web browser
• Mobile devices via free apps from Microsoft
Structure of Microsoft Dynamics CRM
• Microsoft Dynamics CRM is organized into three main modules or areas: Sales, Service, and Marketing. The modules are lenses through which you view your data.
• Within each module are many entities in which you store data. These entities include Account, Contact, Lead, Opportunity, Case, Marketing lists and many others.
• Accounts are the organizations with which you do business. They can be
• Contacts are the people with whom you do business.
• All records in the CRM database are owned by a user or team.
• Views are lists which show you your data.
• Microsoft Dynamics CRM is a very flexible, very customizable CRM application. You can add fields to forms, create new entities, even change the names of the entities.
• Dashboards are used to display data in an easily consumable manner.
• Dashboards can display different types of data in one place.
• Microsoft Dynamics CRM 2013 for Outlook
• CRM for Outlook is a plugin that install into your Outlook client.
• It allows you create or view records in your CRM database from within Outlook.
• You can navigate to the various modules, entities, and records using the Outlook user interface.
• Clicking the record will open the CRM record without leaving Outlook, without having to open your browser and log into your CRM organization.
• You can also track emails, appointments, and other activities in Outlook and promote them to your CRM database.
• You can also Set Regarding to tell CRM to track the activity to a specific record in its proper context, such as an Opportunity or Case, etc.
• The activities that you track in CRM will appear on the Activities Tab in your CRM database.