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Using CRM - scenarios and functionality
These videos show some important functionality for users with Microsoft CRM 2011 based applications.

Internal functions Internal functions
Document management in CRM 2011
This shows Share Point integration with CRM 2011 - providing a single point for all information types relating to contacts & organisations
CRM 2011 Document Management and Share Point Video   Dashboards in CRM 2011
Superb visual aids to better understand data, and making reporting, a delight
Dashboards and Reporting Video
CRM 2011 inside Outlook
Very nicely integrated with lots of functionality - not just email integration - never leave Outlook
CRM 2011 Outlook Integration Video  

Service management
This video shows older CRM 4 integrated with Share Point in a service scenario

Use of Share Point in Service Scenario Video
Guided processes in CRM 2011
Stepping people through data collection and processes, to provide consistency and simplification for colleagues
Guided Pcesses and Workflow Video   User Interface
In CRM 2011 commands are now displayed in easy to find places, reducing the number of clicks necessary to carry out a particular action. 
 Use of Share Point in Service Scenario Video
Queues
Ques are now a user owned entity. This means you now get to set accessibility and visibility of Queues and Queue items.
Use of Share Point in Service Scenario Video   Service - Articles
The 'Articles' grid now functions just like other entities in CRM 2011. For example,Instead of the Search Bar, CRM 2011 now uses the standard Search for Records functionality like in other entities.
Use of Share Point in Service Scenario Video
Sales Goal Management
An easier way to track, manage and monitor your achievements through new functionalities such as Goals, Goal Metrics, and Rollup Query.
Use of Share Point in Service Scenario Video   Addition to Goals
Add individual sales goal and sum them up to your own goals using 'Parent and Child Goals' functionality.
Use of Share Point in Service Scenario Video
Auditing
Use the Auditing functionality straight out of the box and have the flexibility of choosing what to audit.
Use of Share Point in Service Scenario Video   Bulk Activity Management
Achieve high productivity data accuracy by minimising repetitive actions through Bulk Activity Management.
Use of Share Point in Service Scenario Video
Bulk E-mail Attachments
Add file attachments to bulk e-mail activities. Do this when you send direct e-mails, Quick Campaigns, Campaign activity distributions lists, and mail merge with Outlook.
Use of Share Point in Service Scenario Video   Campaigns and Campaign Templates
Understand the difference between Campaigns and Campaign Templates and learn how to use them for effective and succesful marketing campaigns.
Use of Share Point in Service Scenario Video
Charts
Visualise your data by using charts using CRM 2011. Use Charts for Sales, Marketing, Leads, Cases and many more.
Use of Share Point in Service Scenario Video   Connections
Create and view Relationships between two records by using Connections. Choose to connect a Lead to an Account, Connect one Account to Another, or Connect a Record to Yourself.
Use of Share Point in Service Scenario Video
Currencies
CRM 2011 improvements to the multi-currency feature to best serve all currencies. Three new precision options are available in this latest version.
Use of Share Point in Service Scenario Video   Custom Activities
CRM 2011 provides an enhanced platform to better improve communication channels between your organisation and your customers by supporting new types of communication methods such as IM and SMS.
Use of Share Point in Service Scenario Video
Dialogs
Dialogs are a great way to improve customer interaction.   Dialogs are similar to Workflows in that a series of steps are carried out while interacting with a customer or completing a process.
Use of Share Point in Service Scenario Video   Field Level Security
Field level security allows administrators to set permissions on each field to allow a user to update, create, and/or read that specific field.
Use of Share Point in Service Scenario Video
Filters and Views
CRM 2011 now makes it easy for users to manage, maintain and filter the way they view data with enhance Filters and Views.
Use of Share Point in Service Scenario Video   Forms and Views
Forms and Views on CRM 2011 just got even better with the addition of Headers and Footers, Sub grids and Record set navigation --greatly reducing time spent switching between screens and information.
Use of Share Point in Service Scenario Video
Marketing Lists
Marketing Lists are a great way to organise Contacts, Leads, or Accounts that match a specific set of criteria. And with CRM 2011, you get additional options such as the ability to add your list to a campaign or add a quick campaign without having to shift views or screens.
Use of Share Point in Service Scenario Video   Negative Pricing
Negative pricing gives users the ability to enter in negative quantity and amount fields as well as negative prices. This is particularly important for instances when you need to give a credit back to a customer.
Use of Share Point in Service Scenario Video
Opportunities
In CRM 2011, Opportunities are given added fields and functionalities to help you better track your potential revenue-generating events.
Use of Share Point in Service Scenario Video   Orders
In previous versions, we normally convert a Quote that has been won into an Order. In CRM 2011, we now have the ability to create an Order directly, without having to convert a Quote first.
Use of Share Point in Service Scenario Video
Products and Product Catalog
Add Products to your Product Catalog and associate them with Events or Campaigns quickly and easily with CRM 2011.
Use of Share Point in Service Scenario Video   Quick Campaigns
Create an activity to communicate with Accounts, Leads, or Contacts using Quick Campaigns. CRM 2011 gives you 3 ways to select the list of recipients for your Quick Campaign.
Use of Share Point in Service Scenario Video
Recurring Appointments
Similar to the recurring appointment functionality in Outlook and from within CRM 2011, there are 3 ways to create recurring appointments - without having to change views.
Use of Share Point in Service Scenario Video   Reports
Reports can be created in CRM a number of ways, but in CRM 2011, creating and editing reports using the Report Wizard Report feature makes it simple, easy, and fast.
Use of Share Point in Service Scenario Video
Roles and Role Editor
In CRM 4.0 not all privileges were available on the role editor screen. You had to copy a security role in order to create a new one in order to get those hidden privileges.In CRM 2011, all system privileges are now viewable and editable through the role editor.
Use of Share Point in Service Scenario Video   Security - Teams
CRM 2011 does not require a specific user to be the owner of a certain record anymore and this helps in reducing the amount of record ownership housekeeping required from administrators when, for example, users change teams/units or leave the company.
Use of Share Point in Service Scenario Video
Quotes
Quotes are formal offers for products or services which includes specific pricing and payment terms which is then sent out to a Contact or Opportunity.
Use of Share Point in Service Scenario Video   Opportunity
Enhancements to Opportunity include: Create an Opportunity with a Write-In Product, pricing override for Opportunity products, create a Quote or an Invoice from an Opportunity with a Write-In and existing products.
Use of Share Point in Service Scenario Video

 



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