General Interest

Quick Start guide for Microsoft Dynamics CRM business users

To help you get started quickly with Microsoft Dynamics CRM Online, we've collected some of the most common tasks that users can do to set up the system the way they want it. You can personalize Microsoft Dynamics CRM Online, import data, run reports, filter lists, share records, assign records, and learn valuable keyboard shortcuts by reading this guide.

You can save this document to your computer or print it out. Each task has a link to more detailed information about how to do these tasks.

Download the Quick Start Guide for Business Users

Related Links

Applies To:

Microsoft Dynamics CRM Online December 2012 Service Update

(For CRM Online, CRM 2013, and CRM 2015, see CRM Help & Training.)