Centro de Clientes do Microsoft Dynamics CRM 2013
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Training & Adoption Kit for Microsoft Dynamics CRM 2013

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Microsoft Dynamics CRM Online

Microsoft Dynamics CRM 2013

Now that your organization has updated to Microsoft Dynamics CRM 2013, you're ready to train your users so that they can get up and running quickly with the new interface and features.

Great news! To make it easier for you to create your own training materials, here are links to several editable eBook and help files that you can customize any way you like. Replace images and screen shots, edit the text, use your own logo — whatever works to make your training materials match your system and style.


CRM eBooks and quick reference card (Microsoft PowerPoint format)

eBook Title

Description

Start working in CRM

Gives a quick overview of CRM basics, including how to work with contacts, accounts, leads, opportunities, and cases. Designed for first-time users of Aguardando.

What's changed in CRM 2013?

Shows where things have changed in the new user interface. Great for users who are familiar with previous versions of CRM, who want to get up and running quickly with do CRM 2013.

Bring in your contacts

Shows how to use a wizard to import contacts from an email program, your phone, or a spreadsheet.

Business processes

Provides a good intro to business processes, which help you follow consistent steps when you work with customers.

Change a business process

By walking you through an example, explains how to use the business process editor to add a stage and steps to a business process. Intended for CRM admins or managers who want to learn how to adapt a business process to match the way your organization does things.

Quick reference card for customer service reps

In an easy-to-read format, shows how to create, edit, and resolve service cases.


User guide (Microsoft Word format)

User Guide Title

Description

Microsoft Dynamics CRM User Guide

Includes all the help topics published on the Centro de Clientes do Microsoft Dynamics CRM 2013. Copy, paste, and edit text and procedures as needed.


Videos (MP4 format)

Video Title

Description

Get started with Microsoft Dynamics CRM 2013

Get tips to help new users get started with Microsoft Dynamics CRM 2013. Learn how to get around, and how to work with dashboards and contacts.

Quickly access customer data

Find out how to navigate quickly to the customer data most important to you now that there's no more Navigation Pane.

Two fast ways to get back to your recent work

Learn about two fast ways to get back to the things you worked on most recently.

Edited records are saved automatically (auto-save)

Learn about auto-save. You don't need to click or tap Save when you edit information – the system saves it for you automatically.

Add new information quickly (quick create)

Learn about quick create. Use this shortcut to capture the key data points when you enter new information—like a new account or contact.

 
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