Two brand spankin’ new videos are now available for your viewing pleasure. These videos provide step-by-step solutions that demonstrate the powerful Office integration features that are built-in to Microsoft Dynamics CRM. Short descriptions and links are below. Comments about the videos are welcome.
Print a customer-ready sales document
Print sales documents so that they can be presented just the way you want, such as custom formatting, company logo, and letterhead. Using the mail merge feature in Microsoft Office Word, you can create personalized templates to use to prepare sales documents for a single customer or for many customers at one time.
View this video to learn how to print quotes created in Microsoft Dynamics CRM for distribution to customers.
Combine Microsoft Dynamics CRM data with PivotTables for effective sales forecasting
Sales managers and executives periodically review potential revenues by analyzing sales data across the organization. Learn how to use Microsoft Office Excel PivotTables to display real-time Microsoft Dynamics CRM sales data that is displayed in dynamic tables, charts, and graphs.
View this video that demonstrates how to use these visual tools to help you successfully run your business.