For Microsoft Dynamics CRM 2011, we created a new type of content—tutorials. Each tutorial is meant to provide a kind of “roadmap” that answers the questions “How does this CRM feature make my job easier and more productive?”, “What do I need to know before I get started?”, and “What do I need to do?”
- Tutorial: Import price lists (Online or On-Premises)
- Tutorial: Creating a sales process with stages using a workflow (Online or On-Premises)
- Tutorial: Importing Outlook contact data that includes categories (Online or On-Premises)
- Tutorial: Create a dialog to qualify sales leads (Online or On-Premises)
Tutorials are meant to be end-to-end guides that help CRM users avoid frustration and needless expenditure of time and resources. Are they doing that for you?
Are you looking for other tutorials? Let us know in comments, or shoot me an e-mail: firstname.lastname@example.org.