Dynamics CRM Online Basic Student
Included in Bogdan's Bundle
Create new experiences with Dynamics CRM Online
Microsoft is reinventing productivity and business processes, highlighted by intelligent customer engagement with Dynamics CRM Online. Personalized, proactive and predictive engagements bring new experiences to sales, service, and marketing. REQUIREMENTS & IMPORTANT INFORMATION: 1. Once you have purchased Microsoft Dynamics CRM subscriptions, subscription management must be done exclusively through Microsoft's Online Portal (MOP). 2. Once purchased, the Dynamics CRM subscription administrator must complete initial setup of company's Dynamics CRM account through MOP before end-users are able to access service. Until admin has completed account setup, assigned end-users will see "permission denied" page when attempting to access service. 3. Microsoft Dynamics subscription must be launched through MOP. 4. Microsoft Dynamics CRM requires a vanity domain for setup. Microsoft's provided domain is not sufficient for setting up Dynamics CRM account. SEE FEATURES TAB FOR MORE INFORMATION.
Features
Essential License Use Rights
Requirements & Important Information
- Subscription management
- Once Microsoft Dynamics CRM subscriptions have been purchased here, subscription management must be done exclusively through Microsoft's Online Portal (MOP).
- Admin account setup through MOP
- Once purchased, the Dynamics CRM subscription administrator must complete initial setup of company's Dynamics CRM account through MOP before end-users are able to access service. Until admin has completed account setup, assigned end-users will see "permission denied" page when attempting to access service. MICROSOFT GUIDES: CRM Setup & Administration Center (https://www.microsoft.com/en-us/dynamics/crm-setup-and-administration/default.aspx); CRM Onboarding Success Center (https://mbs.microsoft.com/customersource/northamerica/CRM/learning/documentation/user-guides/CRMOnlineOnboardingSuccessCenter)
- Must access through MOP
- Assigned users may only access Microsoft Dynamics subscription by launching through MOP.
- Vanity domain required
- Microsoft Dynamics CRM requires a vanity domain for setup. Microsoft's provided domain is not sufficient for setting up Dynamics CRM account. MICROSOFT GUIDES: Add Domain through MOP (https://technet.microsoft.com/en-us/library/dn973004.aspx#BKMK_AddDomain)
Videos
Basic Data Import Part 1 - Microsoft Dynamics CRM (Full length)
Basic Data Import Part 2 - Microsoft Dynamics CRM (Full length)
Basic Configuration - Microsoft Dynamics CRM (Full length)
Creating an Invoice - Microsoft Dynamics CRM (Full length)
Creating a Quote - Microsoft Dynamics CRM (Full length)
Creating an Email Template - Microsoft Dynamics CRM (Full length)
Creating a Custom Entity - Microsoft Dynamics CRM (Full length)
Screenshots
Auditing
Customization
System Settings
Sample Data
