How to get to an entity, showing where the charts are located, how to filter and sort the data, changing the system view. This video will help you when trying to navigate to a particular entity as well as customizing the entity’s view. 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=4zaz_gd3H70

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