Videos
The following videos describe how to use Microsoft Dynamics CRM. There are videos to help you get started, get set up, find information for administrators, and learn about features such as workflow and...
View ArticleVideo: Use Advanced Find
In this video, learn the steps for running queries in Advanced Find, including entering the criteria, or fields, that will help you filter your search. Also, save your Advanced Find search results as a...
View ArticleVideo: Sharing and assigning records
This video walks you through the steps of sharing and assigning records. Length: 3:02 minutes
View ArticleVideo: Create a personal view
This video walks you through the steps for creating a personal view and saving it using Advanced Find. It includes how to set the criteria and how to define which columns are displayed. Length: 2:58...
View ArticleVideo: Converting records
This video walks you through the steps for converting records from one record type to another during the life cycle of a sale. Length: 2:56 minutes
View ArticleUse duplicate detection
This video walks you through the steps for running a duplicate detection job. Then, you learn how to merge or delete any duplicate records. Length: 3:50 minutes
View Article8 steps to get started with Advanced Find
Learn the options for finding and analyzing your Microsoft Dynamics CRM data, and find out what to do first to get the information you need quickly.
View ArticlePerformance counters for Microsoft Dynamics CRM 4.0
This article provides descriptions of the performance counters that are available for monitoring Microsoft Dynamics CRM 4.0 functionality.
View ArticleConfiguring service principal names (SPNs)
This document explains when service principal names (SPNs) may be required for different Microsoft Dynamics CRM configurations, and how to set an SPN.
View ArticleMigrate from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM Online
Exercise the power of choice by migrating your organization.
View ArticleConfiguring Microsoft Dynamics CRM 4.0 for Internet-facing deployment
This document describes how to configure a Microsoft Dynamics CRM Web site for access outside of a firewall or intranet.
View ArticleMicrosoft Dynamics CRM 4.0 Update Rollup frequently asked questions
This article answers to common questions about Microsoft Dynamics CRM Update Rollups.
View ArticleImporting Outlook contact data that includes notes
You can import Outlook contact data that contains data in the Notes field into Microsoft Dynamics CRM.
View ArticleImporting Outlook contact data that includes categories
You can import Outlook contact data that contains data in the Categories field into Microsoft Dynamics CRM.
View ArticleImporting data that contains non-ASCII characters
Quick tip: How to import data that contains non-English characters into Microsoft Dynamics CRM.
View ArticleBlog post: Troubleshooting Offline Synchronization with Microsoft Dynamics...
This blog post describes how to identify problems with offline synchronization with Microsoft Dynamics CRM for Outlook and resolve them.
View ArticleWelcome to the Resource Center
This article describes ways you can use the Resource Center to find answers and learn how to complete the tasks you need to get done. You can choose from a number of articles, diagrams, and videos that...
View ArticleInstall Microsoft Dynamics CRM E-mail Router on multiple computers
Deploying Microsoft Dynamics CRM E-mail Routers in a multiple-server failover cluster configuration can increase availability.
View ArticleMicrosoft Dynamics CRM 4.0 upgrade best practices
Follow the recommended process for a successful upgrade from Microsoft Dynamics CRM 3.0 to Microsoft Dynamics CRM 4.0 with minimum system downtime.
View ArticleMicrosoft Dynamics CRM 4.0 E-mail Router deployment guidelines
This article summarizes the things to consider when you plan a Microsoft Dynamics CRM 4.0 E-mail Router deployment.
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