Quick Start Guide / The Basics RRS feed

  • Question

  • My install of CRM 2011 went up with very little effort, does someone know of a good document which will take me through the basics of using the application?  I would like my sales team using the product almost immediately for tracking customer conversations, eventually want to start tracking sales funnel opportunities. 

    Thanks everybody.

    Thursday, January 17, 2013 7:56 PM


  • As a Customer for CRM you will have access to the CustomerSource portal, from which you can access pdf files of all the training materials for CRM.

    Some great, bite-sized to meal-sized videos demonstrating all sorts of key areas of CRM functionality can be found at www.democrmonline.com

    Hope this helps.
    Adam Vero, Microsoft Certified Trainer | Microsoft Community Contributor 2011
    Blog: Getting IT Right

    • Marked as answer by jpascone Thursday, January 17, 2013 9:40 PM
    Thursday, January 17, 2013 9:15 PM

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