Recently Microsoft released MSDCRM 2011 Online Test drive for helping us to utilize the 30 day trial to understand most of CRM online functionality with appropriate support and guidance.
key steps to a successful experience starting from the initial setup to using Microsoft Dynamics CRM 2011 Online with our data are as follows :
· MS Outlook with CRM 2011 Online :
ü Users can manage CRM 2011 directly within outlook. (i.e. Mails , Tasks , Appointments , Contacts , Accounts)
ü Converting Email to Lead , opportunity and Cases
ü Manage CRM offline
· Streamlining CRM 2011 Online :
ü User interface that allows you to easily create, edit, and delete entities and fields.
ü Point and Click functionality available
· Configuring Business Units and Security Roles :
ü Configuring & Setting up business hierarchy structure by splitting up departments
ü Configuring and providing access to users depending on their roles.
· Creating Workflows :
ü Automating business processes in CRM 2011 from CRM 2011 online UI.
· Data Import :
ü Creating data maps and importing data
· Extending CRM 2011 :
ü Extending CRM 2011 with the use of Jscript, plug-ins, Iframes, API, and CRM 2011 SDK
· Additional Resources :
Online videos for all the functionality existing within CRM 2011 including some videos for learning how to extend CRM 2011
For more info :
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