Microsoft Dynamics CRM Demos

Excel Templates in Dynamics CRMexcel templatescrm2016

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.

Take Notes in the Field with OneNote and CRM Onlineonenote 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 & Account Form Insights in CRM

form insights crm

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.

Lead Management in Dynamics CRM

lead management

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.

Legal Case Management for Dynamics CRM legal case management

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.

CRM Video Quick TipsCRM 2013 quick tips

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.

Getting Started with CRMgetting started in CRM2013

This video will cover the new user interface and walk through getting started with CRM.

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