These CRM step by steps from Microsoft provide instructions for most functions in Microsoft Dynamics CRM to help get you started. Please click the links below for more information.
Bring in your contacts (eBook)
Intro to Business Processes (eBook)
Customize a Business Process (eBook)
Sales
Quick Create – Enter new contacts or other data
Keep track of notes, tasks, calls, or email with activities
Stay up-to-date with customer news with the activity feed
Marketing
Import accounts, leads, or other data
Create or edit a marketing campaign
Let your customers unsubscribe from marketing communications
Service
Get started with service management
Define Service Level Agreements (SLAs)
Add a timer control to the Case form to track time against an SLA
Create an entitlement to define the support terms for a customer
Set up queues to manage activities and cases
Create rules to automatically route cases
Automatically create a case from an email
Create a customer service schedule and define the work hours
Add a phone call, task, email, or appointment activity to a case record
Create and manage parent and child cases
Find what’s assigned to you in a case