Category: CRM



Showing tabs, grids, different sections, forms within those sections. Notes & Activities section. Anything that has blue font on a screen is a hyperlink to another window. This video will help you to become familiar with navigating around the different areas of a screen. For more training videos, visit: https://www.crmdynamics.com/learning-learning-academy-preview/ Learn more about how we can implement Microsoft Dynamics CRM for you: http://www.crmdynamics.com/ https://www.youtube.com/watch?v=IXDNSXFRAVU



Overview of the process bar and quick look at where you can customize it. The process bar helps to bake business process and case management into what you do. It can be customized to include fields, stages and branches that are most relevant to your business needs. For more training videos, visit: https://www.crmdynamics.com/learning-learning-academy-preview/ Learn more about how we can implement Microsoft Dynamics CRM for you: http://www.crmdynamics.com/ https://www.youtube.com/watch?v=AQ7xzoAMPP4



Showing the purpose of a sub-grid and how to create one. This video will show you how to create a Sub-Grid so that you are able to see related records from another entity. For more training videos, visit: https://www.crmdynamics.com/learning-learning-academy-preview/ Learn more about how we can implement Microsoft Dynamics CRM for you: http://www.crmdynamics.com/ https://www.youtube.com/watch?v=WtWP4HuI7xc