Resources

User Guides

Microsoft Dynamics CRM 2016 Preview Guide

The 2016 Preview Guide highlights the new features which will help businesses to deliver intelligent customer engagement through greater productivity, intelligence, mobility and unified service.

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Fact Sheets

Meet Skype for Business

Connect people everywhere to achieve more, together. Help your people be more productive wherever they are working, unleash new ways to collaborate and share information, extend your team's reach and reduce complexity and cost.

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Fact Sheets

Resco Mobile CRM Datasheet

Where will mobile CRM take you? Anywhere you want! With Resco Mobile CRM - a mobile client for your Dynamics CRM solution - your business can process leads, keep track of activities and update pipeline reports from anywhere. 

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User Guides

Microsoft Dynamics CRM 2015 Release Preview Guide

This Preview Guide from Microsoft details all the new features and functionality that will be available in the Microsoft Dynamics CRM 2015 release.

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Videos

Customer Success - Great Point Media: Stronger investor relationships and insights-led fund planning

Great Point Media were managing contact and fundraising information from unconnected sources. Concise CRM implemented a CRM...

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User Guides

5 Ways that Dynamics CRM Powers Efficient Customer Connection

Businesses need to be responsive to their customers, in whatever way they make contact.  This user guide explores 5 ways that...

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Fact Sheets

Microsoft Social Listening Fact Sheet

Microsoft Social Listening provides real time tracking of your brand, products and even competitors. The service monitors...

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User Guides

Microsoft Dynamics CRM 2013 on-premise volume licensing and pricing guide

This will guide will help you understand Microsoft Dynamics CRM on-premise licensing. This guide does not provide purchasing...

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Videos

Manage your sales pipeline with Microsoft CRM

Microsoft Dynamic CRM provides a simple but powerful way of creating, managing and reporting on you or your team's pipeline.

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Videos

Track complaints and ensure correct process

In this example a complaint is received via email and the excellent integration between CRM and Outlook starts the process.

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Videos

Microsoft CRM and Yammer integration

Integrating Yammer with Microsoft Dynamics provides a unified system for team collaboration whilst linking conversations to the...

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Videos

Identify high value clients based on opportunity data

See how certain information can be automatically populated based on your business processes. This is a great productivity gain...

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Videos

Track client and help desk requests in Microsoft CRM supported by the correct business process

See how Microsoft Dynamics CRM can help guide your team through the correct business processes when recording a help desk...

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Videos

Managing IFA address changes in Microsoft CRM

This video provides an example of how an contact moving to new company can be managed in Microsoft CRM. In this case a Financial...

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Videos

Restrict what people can see in Microsoft CRM

Discover how Microsoft security roles can be defined to display only the relevant data to a specific user.

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Videos

See how Microsoft CRM activity feeds can help avoid email ‘cc nightmares’

Do you just need to share or understand important client intelligence without cc'ing my entire team or company! 

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Videos

See a consolidated view of your client activity with Microsoft CRM

Do you struggle to see a consolidated view of everything me or my team are doing with a given client? Microsoft CRM will provide...

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Videos

See how Microsoft CRM helps you manage and view client activity

Do you struggle to manage your day to day activities and track them against your client records? Microsoft Dynamics CRM will...

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Videos

Easily track emails and activities against a client record in Microsoft CRM

Do you regularly have to trawl through emails to find key client information? With your data in CRM all information will be...

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Videos

Consolidate all of your databases in to Microsoft Dynamics CRM

Struggling with data in multiple copies of Outlook? Do you have multiple contact spreadsheets? Data duplication a problem? Learn...

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