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CRM 2013 – Training & Adoption Kit

Microsoft hat im Microsoft Dynamics CRM Customer Center eine Reihe von Anleitungen im Word Format, E-Books und Videos in englischer Sprache veröffentlicht, die für den eigenen Gebrauch frei verfügbar sind und beliebig angepasst werden dürfen.

Diese stehen unter dem folgenden Link zur Verfügung:

Training & Adoption Kit for Microsoft Dynamics CRM 2013

Anbei ein kurzer Überblick über die enthaltenen Anleitungen:

CRM eBooks and quick reference card (Microsoft PowerPoint format)

eBook Title Description
Start working in CRM Gives a quick overview of CRM basics, including how to work with contacts, accounts, leads, opportunities, and cases. Designed for first-time users of Microsoft Dynamics CRM.
What’s changed in CRM 2013? Shows where things have changed in the new user interface. Great for users who are familiar with previous versions of CRM, who want to get up and running quickly with CRM 2013.
Bring in your contacts Shows how to use a wizard to import contacts from an email program, your phone, or a spreadsheet.
Business processes Provides a good intro to business processes, which help you follow consistent steps when you work with customers.
Change a business process By walking you through an example, explains how to use the business process editor to add a stage and steps to a business process. Intended for CRM admins or managers who want to learn how to adapt a business process to match the way your organization does things.
Quick reference card for customer service reps In an easy-to-read format, shows how to create, edit, and resolve service cases.

User guide (Microsoft Word format)

User Guide Title Description
Microsoft Dynamics CRM User Guide Includes all the help topics published on the Microsoft Dynamics CRM 2013 Customer Center. Copy, paste, and edit text and procedures as needed.

Videos (MP4 format)

Video Title Description
Get started with Microsoft Dynamics CRM 2013 Get tips to help new users get started with Microsoft Dynamics CRM 2013. Learn how to get around, and how to work with dashboards and contacts.
Quickly access customer data Find out how to navigate quickly to the customer data most important to you now that there’s no more Navigation Pane.
Two fast ways to get back to your recent work Learn about two fast ways to get back to the things you worked on most recently.
Edited records are saved automatically (auto-save) Learn about auto-save. You don’t need to click or tap Save when you edit information – the system saves it for you automatically.
Add new information quickly (quick create) Learn about quick create. Use this shortcut to capture the key data points when you enter new information—like a new account or contact.
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