Microsoft Dynamics CRM Free Demos

Sales Management

•   Sales Force Automation in Microsoft Dynamics CRM (6:00)

  This video shows how Microsoft Dynamics CRM 2011 can be used to drive sales productivity by tracking sales opportunities, obtaining approvals, and generating customer quotes.

•   Quotes, Orders, and Invoices in Microsoft Dynamics CRM (13:35)

  This video provides an overview of creating an opportunity from an email, and how you can then create a quote, convert the quote to an order, and then convert the order to an invoice.

•   Social CRM for Sales with Microsoft Dynamics CRM (15:00)

  This video discusses social sales insights and social lead generation, and how data that is pulled from social technologies can be rolled up into different Microsoft Dynamics CRM charts and dashboards.

•   Flexible Goal Management in Microsoft Dynamics CRM

  This video discusses the ability to create, track, and measure goals with different timeliness in Microsoft Dynamics CRM, enabling business managers to review team and individual goals. (4:23)

Marketing Automation

•   Marketing Automation in Microsoft Dynamics CRM (7:00)

  This video shares how Microsoft Dynamics CRM maximizes marketing impact by enabling you to manage marketing campaign activities; view and qualify generated leads; and assign leads to the sales team.

•   Social Media demo for Twitter and Facebook in Microsoft Dynamics CRM (10:32)

  This video shows how the Social Networking Accelerator for Microsoft Dynamics CRM allows you to publish Twitter statuses directly from the application, and to create workflows and reports based on Twitter conversations.

•   Dynamic Marketing Lists (4:37)

  This video shows how to automate the assignment of contacts to marketing lists with Microsoft Dynamics CRM’s dynamic marketing lists.

Customer Service & Support

•   Customer Service in Microsoft Dynamics CRM (5.30)

  This video discusses how Microsoft Dynamics CRM can be used to optimize customer engagement by tracking call center statistics; managing caseloads with queues; and tracking follow-up activities.

•   Optimize Customer Experience with Microsoft Outlook Client (7:55)

  This video shares the powerful features of Microsoft Dynamics CRM when integrated the native Microsoft Outlook client, allowing users to seamlessly track data, reduce clicks, and improve productivity.

User Experience and Reporting

•   Creating Real-time Dashboards in Microsoft Dynamics CRM (4:08)

  This video demonstrates how sales, marketing, and customer service people can create dashboards on the fly so that they spend more time acting on critical data and less time gathering it.

•   Microsoft Dynamics CRM 2011 Office Fluent UI Demo (4:14)

  This video discusses how the Microsoft Office Fluent user interface of Microsoft Dynamics CRM reduces reliance on the IT department and puts the power of customization in the user’s hands.

•   Process Automation in Microsoft Dynamics CRM (3:13)

  This video shares how Microsoft Dynamics CRM allows organizations to create automated workflows without the need for expensive or complex application development.

•   Personalizing Microsoft Dynamics CRM (5:07)

  This video discusses the tools in Microsoft Dynamics CRM that help you customize the system according to your individual needs, and thus maximize your productivity.

•   Easily Create Charts with Inline Visualizations in Microsoft Dynamics CRM (4:15)

  This video shows how the ability to create inline visualizations in Microsoft Dynamics CRM helps users quickly create and share information in a visual way to gain timely, actionable insight.

•   Conditional Formatting in the Microsoft Outlook CRM Client (3:16)

  This video demonstrates how to perform conditional formatting in the Microsoft Outlook CRM Client, making information analysis easier by allowing you to specify that certain items in list view appear in a different font, size, color, and style.

•   Microsoft Dynamics CRM and Microsoft Office: “Better Together” (14:53)

  This video discusses the ways in Microsoft Dynamics CRM works with Microsoft Office programs (Outlook, Word, Excel) and Microsoft SharePoint to create a familiar, user-friendly system.