Microsoft Dynamics CRM Demos
Word and Excel templates are now embedded in Microsoft Dynamics CRM. This feature allows the user to run reports using excel’s rich reporting capabilities while in CRM.
Using Dynamics CRM with OneNote makes it easy to take notes while out in the field using your smartphone or tablet. Notes are easily saved to the account, lead or contact record in CRM and OneNote gives the option to include graphics like diagrams and photos along with text so notes are extensive and useful and records are kept up to date.
Lead and Account form updates in CRM offer a ‘feed’ for each account. Sales execs can view system updates such as closed opportunities and activities like phone calls or emails to specific contacts. There is also an insights section with real-time business chatter from online news articles and social media profiles of the company and its employees.
Manage your leads better from your personal dashboard in Dynamics CRM. Choose the best way to view your leads and follow up directly from your system either via phone or email.
AKA’s Legal Case Management solution is built on top of Microsoft Dynamics CRM and provides contact management, email and calendaring integration, robust document storage and management.
This collection of 4 short CRM video tips shows the new user interface and how to access customer data in CRM; how to add new information quickly using shortcuts; edited records are automatically saved; and you can quickly update recently created records.
This video will cover the new user interface and walk through getting started with CRM.