Microsoft Dynamics CRM Online Training Videos on YouTube

Recently, xRM.com made a few of its Microsoft Dynamics CRM Online training videos available on YouTube. The videos are full-length examples of the CRM Online tutorials that the company offers in the Success Portal by xRM.com, which is a free Microsoft CRM Online training resource for companies that have declared xRM.com their Microsoft Dynamics CRM Partner of Record. At the heart of the Success Portal are more than 100 Microsoft CRM Online tutorial videos. You can watch four of these Microsoft CRM training videos below or read more about the Microsoft CRM Online training resources available in the Success Portal.

Sample CRM Online Training Videos from the Success Portal

Introduction to the Success Portal by xRM.com provides an overview of the Success Portal, describes the resources contained within, and explains how the any business can use the Success Portal as a powerful Microsoft Dynamics CRM training tool.

CRM Online Sales Module Introduction explains the organization and features of the Sales module in Microsoft Dynamics CRM Online, as well as Leads, Opportunities, Contacts, Accounts, and other important entities that make CRM Online a powerful sales tool.

CRM Online Service Module Introduction examines the feature set of the most capable, powerful, and complex of the standard modules in Microsoft Dynamics CRM Online. The video focuses on the heart of the Service module—the Case—as well as the Activities, Contracts, and Knowledge Base Articles that help resolve Cases in CRM Online.

CRM Online Marketing Module Introduction walks the viewer through the layout of the Marketing module in Microsoft Dynamics CRM Online and explains all of the important entities, such as Lead, that make CRM Online a very good tool for coordinating marketing efforts.

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Introducing the Success Portal by xRM.com

Regular readers of our blog have heard us discuss the virtues of CRM 2011 and CRM Online before and have come to see our blog as a valuable source of information about Microsoft Dynamics CRM products.

Now, we would like to introduce you to the Success Portal by xRM.com for CRM Online users, our ongoing mission to provide an unparalleled level of free service to Microsoft Dynamics CRM Online subscribers. If you have signed up for a Microsoft Dynamics CRM Online trial or are looking for ways to get more out of your existing CRM Online deployment, the Success Portal can be an invaluable Microsoft CRM training resource.

Currently, we offer more than 100 tutorials devoted to Microsoft Dynamics CRM Online, and we’re adding more CRM Online training videos to the Success Portal every week. We’ve organized the tutorial into classes that encourage you to watch multiple videos related to a topic. Our five Microsoft Dynamics CRM Online courses cover the following topics: “Getting Started,” “Using CRM,” “Configuring CRM,” “Customizing CRM,” and “Beyond CRM – xRM.” For those who need training for CWR Mobile CRM, we have a sixth course (“Mobility”) just for you as well. Once you’ve watched a video, you will receive a follow-up email that summarizes and reinforces the content of the Microsoft CRM training tutorial that you have just watched.

After watching a video, you have the option to take one of the dozens of quizzes that we provide in the Success Portal. Each quiz tests the material presented in one of the videos and gives you a chance to measure what you have learned. Once you have submitted your answers, the Success Portal grades your quiz and provides explanations so that you can learn even from your incorrect answers. Once you have attained a passing score on a quiz, you receive certification of your passing score via email. As you proceed through the Success Portal, you can also track your personal quiz history.

If you are already Microsoft Dynamics CRM Online subscriber, the Success Portal costs you nothing. Simply declare xRM.com as your Microsoft Dynamics CRM Partner of Record (POR) and join the Success Portal. If you aren’t yet a CRM Online customer, admission to the Success Portal costs only a CRM Online subscription. xRM.com is one of the leading Microsoft Dynamics CRM resellers in the world, and subscribing to CRM Online through xRM.com automatically makes your organization eligible to join the Success Portal.

Please visit xRM.com for more information or visit our YouTube channel to watch sample-length versions of our Microsoft CRM training videos.

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Quick tip: Assign a record

If you’re a regular reader of our xRM.com blog for Microsoft Dynamics CRM, then you probably know that Microsoft Dynamics CRM Online databases are made up of Accounts, Contacts, Users, and other various system objects which are stored as records. You’ve also probably noticed that every record in CRM Online has an owner. Whenever a record is created, the User that created that record is automatically assigned as the owner (except for certain system records). The owner of a record can read, write, or delete it. Today, we’ll show you how to assign a record that you own to another User.

Please note: This article assumes that you’re the owner of the record that you’re going to assign. When attempting to assign records you do not own, privileges are determined by the highest-level Security Role assigned to your User record.

Navigate to Sales > Accounts (see below) and open an Account record that you own, “ACME Co.” in our example.

 Quick tip  Assign a record

When the record opens (see below), take a glance at the Owner field. Notice how we own this record? Let’s change that by clicking Assign.

 Quick tip  Assign a record

The Confirm Assignment window opens (see below). Type the name of a User, “xRM Guy” in our example, into the Assign to another user or team field, and then click OK.

 Quick tip  Assign a record

The Confirm Assignment window closes and the “ACME Co.” record refreshes (see below). Did you notice that “xRM Guy” is the Owner?

Quick tip  Assign a record

Congratulations! You’ve successfully assigned a record to a User. If you’re looking to learn more about CRM Online, our Success Portal for Microsoft Dynamics CRM Online is full of guided walkthrough videos.

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Upcoming changes to CRM Online 2011 Q2 2012 Service Update / Release

We’ve been waiting patiently for the next major update to Microsoft Dynamics CRM Online 2011, the Q2 2012 Service Update, since Microsoft nick-named it “CRM Anywhere” in February of this year. You might have also heard it referred to as the Q2 2012 Service Release, or R8.  If you’ve been following our xRM Blog on Microsoft Dynamics CRM, you probably know that the Q2 2012 Service Update is packed full of new features, including Microsoft SQL Server 2012 support, cross-browser support, Industry templates, certifications for online services, and Microsoft Dynamics CRM Mobile (thus the name, “CRM Anywhere”).

Microsoft recently made some sweeping changes to the upcoming update. Greg Nichols of Microsoft detailed the changes fully in a blog post titled Release Dates, Build numbers, and Collaterals. Here’s the scoop:

  • The update formerly known as Q2 2012 Service Update (including the following features; Cross-browser support, Microsoft Dynamics CRM Mobile, Industry templates, certifications for online services, and Microsoft SQL Server 2012 support) is being merged with the Q4 2012 Service Update, and will be released later this year.
  • Originally, Update Rollup 9 contained the features listed in the bullet point above. Since these features are being merged with the Q4 2012 Service Update and released later in the year, UR9 is being skipped completely.
  • All of the hotfixes that were originally contained in UR9 are being merged with UR10, which will release in August 2012.
  • A new Q4 2012 Service Update Release Preview Guide will be published by Microsoft this summer, and will fully detail all of the features being released.

Greg Nichols stated the following when inquired about the reason for releasing these features later in the year: “Because all Service Releases are quality-driven … not date-driven, so projected ship dates can change and therefore be misleading.  Look for press releases and/or blogs from the Microsoft Dynamics CRM Product Group regarding release dates of upcoming Service Releases.”

If this statement reads ambiguously to you, let us try to clear things up. Our interpretation is that Microsoft simply needs more time to test and developer these features into a quality product before releasing them to the public. In fact, Microsoft will continue to provide access to their R8 online test environment for their Microsoft CRM Technical Preview Program Update participants until July 31, 2012.

If you can’t wait for Q4 to begin using Microsoft Dynamics CRM Mobile, a similar solution is offered by a third-party, CWR Mobility. You can learn more about CWR Mobility, and even watch videos that walk you through using the solution at the Success Portal for Microsoft Dynamics CRM

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Quick Tip: Save a Microsoft Dynamics CRM Report

Today, we’re going to share a tip with you on Reports, one of the quicker ways to analyze data in Microsoft Dynamics CRM Online. While you’re probably aware that you can run Reports on demand, or schedule Reports to run automatically using Workflows, you might not know that you can export a Report while viewing it. Several different file formats are available for export, including Acrobat (.pdf), Excel (.xls), and others.

Follow along below, and we will walk you through exporting a Microsoft Dynamics CRM Report.

Please note: A User with any default Security Role can run and save a Report in CRM Online. However, only data that the User is privileged to view will be included in the Report and the exported file.

Navigate to Workplace > My Work > Reports (see below) and open a Report, in our example “Accounts”.

 Quick Tip: Save a Microsoft Dynamics CRM Report

The Report Viewer: Accounts window opens (see below) displaying a list of Report Filtering Criteria. We’ll use the existing criteria. Click Run Report.

 Quick Tip: Save a Microsoft Dynamics CRM Report

The Report Viewer displays the generated Accounts Report (see below). Click the Export icon (a floppy disk with a green arrow) to open the list of available file formats. Select an option, in our example “Excel”.

 Quick Tip: Save a Microsoft Dynamics CRM Report

The file is exported according to the settings of your web browser. You can now share this file using a variety of methods, including sending it by e-mail or storing it on a Microsoft Office SharePoint Server.

If you’re looking for helpful tutorial videos, please visit the Success Portal by xRM.com for CRM Online.

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Quick tip: Granting privileges using a Security Role in CRM Online 2011

In today’s post, we’ll discuss Security Roles in Microsoft Dynamics CRM Online 2011 and explain how to manage them using an example. xRM Guy, a Salesperson at xRM.com, will soon be promoted to a Microsoft Dynamics CRM sales manager. With his new title comes new responsibilities, and he will require elevated privileges in CRM Online to match these new work responsibilities. Follow along below, and we will show you how to grant these increased privileges by applying an additional Security Role to his User record.

Microsoft Dynamics CRM Online 2011 databases are made up of several different pieces. Accounts, Contacts, Users, and other various system objects are stored as records in databases. Security roles are lists of configurable privileges that specifically detail what types of records can be modified and to what extent. When a user signs in to CRM Online, his or her ability to interact with records in the database is determined by the Security Roles applied to his or her User record. Security Roles can be applied to multiple Users and Users can have multiple Security Roles.

You will need to have a Security Role of System Administrator or equivalent privileges to perform the following steps.

Navigate to Settings > System > Administration (see below) and click Users.

 Quick tip: Granting privileges using a Security Role in CRM Online 2011

The view pane refreshes (see below). Open the user you are going to modify, “xRM Guy” in our example.

 Quick tip: Granting privileges using a Security Role in CRM Online 2011

The User record opens for xRM Guy (see below). Navigate to Related > Common > Security Roles.

 Quick tip: Granting privileges using a Security Role in CRM Online 2011

When the view pane refreshes, click Manage Roles.

 Quick tip: Granting privileges using a Security Role in CRM Online 2011

The Confirm Security Role Assignment dialog opens (see below). Let’s add the Security Role of Sales Manager to xRM Guy, as it has elevated privileges on several different entities when compared to the Security Role of a Salesperson. Scroll down and check the box next to “Sales Manager” to select it, and click OK to apply this role to xRM Guy.

 Quick tip: Granting privileges using a Security Role in CRM Online 2011

When the view pane refreshes (see below), you’ll see that xRM Guy has two Security Roles, both “Sales Manager” and “Salesperson”.

 Quick tip: Granting privileges using a Security Role in CRM Online 2011

The next time xRM Guy signs in to CRM Online 2011, he will have the privileges of both a Sales Manager and Salesperson. CRM Online 2011 automatically selects the highest privilege available from all applied roles when determining privileges. For example, a Salesperson cannot write or edit Sales Literature records in CRM Online 2011, but a Sales Manager does have the elevated privileges necessary to do that, so xRM Guy is automatically granted the privileges of a Sales Manager.

If you’re looking to learn more about CRM Online, you can find helpful tutorial videos on our Success Portal by xRM.com for CRM Online.

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