Microsoft Dynamics CRM Help & Training
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CRM Help & Training
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Training & Adoption Kit for Microsoft Dynamics CRM

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CRM 2016 CRM 2015 CRM 2013  

Here's what's in the kit for CRM Online 2016 Update and CRM 2016 (on-premises)

User guides and quick ref

Microsoft Dynamics CRM 2016 User Guide

CRM Basics for sales pros and service reps

CRM for Outlook Basics

Quick ref card for customer service reps

eBooks for end users

Start working in CRM

Import contacts into CRM

Intro to business processes

Meet your service goals with SLAs and entitlements

Give great customer service with CRM

Use CRM knowledge base articles to help your customers

eBooks for admins

Customize a business process

Create or customize system dashboards

 

Here's what's in the kit for CRM Online 2015 Update 1

eBooks for end users

  • Start working in CRM

  • Import contacts into CRM

  • Intro to business processes

  • Meet your service goals with SLAs and entitlements

  • Give great customer service with CRM

  • Use CRM knowledge base articles to help your customer

  • Go mobile with CRM for tablets

  • Go mobile with CRM for phones express

  • 5 cool things you can do with CRM for tablets

  • Introducing Microsoft Social Engagement

eBooks for admins

  • Customize a business process

  • Create or customize system dashboards

User guide and quick ref

  • Quick ref card for customer service reps

  • CRM Basics for sales pros and service reps

  • CRM for Outlook Basics

  • Microsoft Dynamics CRM Online 2015 Update 1 User Guide

 

Here's what's in the kit for CRM Online 2015 Update and CRM 2015 Update (on-premises)

eBooks for end users

  • Start working in CRM

  • Import contacts into CRM

  • Intro to business processes

  • What's new in CRM customer service?

  • Meet your service goals with SLAs and entitlements

  • Give great customer service with CRM

  • Use CRM knowledge base articles to help your customer

  • Go mobile with CRM for tablets

  • Go mobile with CRM for phones express

  • 5 cool things you can do with CRM for tablets

eBooks for admins

  • Customize a business process

  • Create or customize system dashboards

User guides and quick ref card

  • Quick ref card for customer service reps

  • CRM basics for sales pros and service reps

  • CRM for Outlook Basics

  • Microsoft Dynamics CRM 2015 User Guide

 

Here's what's in the kit for CRM 2013

eBooks for end users

  • What's changed in CRM 2013 on-premises?

  • Start working in CRM

  • Import contacts into CRM

  • Intro to business processes

  • Meet your service goals with SLAs and entitlements

  • What's new in CRM customer service?

  • Give great customer service with CRM

  • Use CRM knowledge base articles to help your customer

  • Create your first marketing campaign

  • Go mobile with CRM for tablets

  • Go mobile with CRM for phones express

  • 5 cool things you can do with CRM for tablets

eBooks for admins

  • Customize a business process

  • Create or customize system dashboards

User guides and quick ref card

  • Quick ref card for customer service reps

  • CRM for Outlook Basics

  • Microsoft Dynamics CRM 2013 User Guide

 

 
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