10 Success Tips for CRM Power Users
10 high leverage tips you can implement today to become more productive and create a better user experience
10 Success Tips for CRM Power Users covers 10 high leverage tips that you can implement in just a few minutes that will improve your productivity and create a better CRM experience for your users. These tips cover a range of topics, from simple settings tweaks to a little under-the-hood configuration, that every Dynamics CRM Power User should know.
Course Curriculum
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StartIntroduction & Tip #1: Showing more records per page (1:18)
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StartTip #2: Filtering views (1:21)
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StartTip #3: Exporting to Excel Online (2:02)
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StartTip #4: Exporting to Excel for re-import (4:07)
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StartTip #5: Adding custom help links (3:44)
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StartTip #6: Sending a workflow email to a distribution list (2:35)
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StartTip #7: Setting find columns for Global Search (1:57)
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StartTip #8: Editing the related items menu (1:47)
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StartTip #9: Using Business Rules to show/hide fields on forms (4:39)
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StartTip #10: Using Trello to manage CRM projects (3:07)
Your Instructor
Hi, I'm Charlie, CRM Consultant and Founder of Learn Dynamics CRM. I'm a Microsoft Certified Professional who’s been working with CRM systems since 2003, and being the CRM nerd that I am, I also hold an MBA specialized in CRM from Baylor University (Sic 'em Bears!). As a CRM consultant, I’ve seen first hand the challenges that CRM users and administrators face on a daily basis. That’s what inspired me to create Learn Dynamics CRM, a website dedicated to providing high-quality, on-demand CRM training that’s straight-to-the-point and available whenever you need it.