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Importing Data
In Microsoft Excel 2013 you can import a variety of file formats into PowerPivot. In this video; Joe Khoury discusses how to import a data into PowerPivot.
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Using PowerPivot Slicers
In Microsoft Excel 2013; you can use slicers in PowerPivot to interactively filter and analyze data. In this video; Joe Khoury demonstrates how to use slicers in a pivot chart by using PowerPivot.
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Case Resolution Process
Microsoft Dynamics CRM 2013 online includes a new guided workflow process; which guides the customer service staff through the case resolution process. In this video; Joe Khoury discusses the new case resolution process.
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Dashboard Presentations
In Microsoft Dynamics CRM 2013; dashboards are prominently displayed on the home pages of each of the three major work areas: SALES; SERVICE; and MARKETING. In this video; Joe Khoury discusses how to work with dashboards.
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Importing Customer Data
In Microsoft Dynamics; CRM 2013 has one of the easiest guide import processes of any CRM platform. In this video; Joe Khoury discusses how to quickly and easily import a contact list.
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Mail Merge with a Marketing List
In Microsoft Dynamics CRM 2013; you can quickly create a mail merge document from your marketing lists. In this video; Joe Khoury demonstrates how to modify a marketing list into MS Word tocreate a mail merge document.
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Manage Dashboards
In Microsoft Dynamics CRM 2013; Dashboards provide a visual overview of business related information for easy comprehension. In this video; Joe Khoury demonstrates how to manage dashboards.
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Marketing Campaigns
In Microsoft Dynamics CRM 2013; you can use marketing campaigns to introduce or popularise products . In this video; Joe Khoury demonstrates how to work with marketing campaigns in Microsoft Dynamics CRM 2013.
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Marketing Lists
In Microsoft Dynamics CRM 2013; you can reach the correct people by selecting target audience for the busines. In this video; Joe Khoury demonstrates work with the marketing list for a marketing campaign in Microsoft Dynamics CRM 2013.
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Minor Usability Improvements
In Microsoft Dynamics CRM 2013; some minor changes had a positive impact on an already excellent user interface. In this video; Joe Khoury discusses the minor usability improvements in Microsoft Dynamics CRM 2013.
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Modifying Business Process Workflows
In Microsoft Dynamics CRM 2013; you can modify the business process workflows. In this video; Joe Khoury demonstrates how to modify a business process workflow in Microsoft Dynamics CRM 2013.
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Modifying Field Properties
In Microsoft Dynamics CRM 2013; you can modify the field properties to conform to your business requirements. In this video; Joe Khoury demonstrates how to edit the field properties on a form in Microsoft Dynamics CRM 2013.
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Modifying Forms
In Microsoft Dynamics CRM 2013; you can modify forms to meet your business needs. In this video; Joe Khoury demonstrates how to add a field to the form and publish that form.
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Navigating the Application
In Microsoft Dynamics CRM 2013; many changes have been incorporated to streamline workflows on both usability and functionality levels. In this video; Joe Khoury discusses the changes that have been made to streamline navigation across the application in Microsoft Dynamics CRM 2013.
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Process-Oriented Workflow Form
In Microsoft Dynamics CRM 2013; a new process-oriented workflow form has been introduced. In this video; Joe Khoury demonstrates the functionality of the guided process-oriented workflow form in Microsoft Dynamics CRM 2013.
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Report Wizard
Microsoft Dynamics CRM 2013 allows you to create and modify business reports. In this video; Joe Khoury discusses how to manage reports with the Report Wizard.
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Using Bing Maps
Microsoft Dynamics CRM 2013 has integrated Bing maps into the platform. In this video; Joe Khoury discusses how to enable Bing maps in Microsoft Dynamics CRM 2013.
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Building a Simple Dashboard
In Power Pivot; you can easily deploy dashboards that provide your audience with a very powerful visual impact. In this video; Joe Khoury discusses how to create a basic dashboard in Power Pivot for Microsoft Excel 2013.
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Calculated Values
In PowerPivot; you can use the DAX language to add and create calculated values. In this video; Joe Khoury discusses how to create calculated values in PowerPivot.
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Getting Started
PowerPivot is an add-in in Microsoft Excel 2013 that allows shaping reports; which have visual elements like charts and crosstabs. In this video; Joe Khoury demonstrates how to set up PowerPivot.
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Linking Tables
In Microsoft Excel 2013; you can link tables in PowerPivot. In this video; Joe Khoury demonstrates how to link tables in PowerPivot.
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Pivot Charts
In Microsoft Excel 2013; you can create visual impact by creating pivot charts with PowerPivot. In this video; Joe Khoury demonstrates how to use PowerPivot to create a pivot chart.
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Pivot Tables from Multiple Excel Files
In Microsoft Excel 2013; you can combine data from multiple Excel files and create a summary report with the PowerPivot add-in. In this video; Joe Khoury demonstrates how to modify a SQL statement to combine all the data in to one table in PowerPivot for Microsoft Excel 2013.
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PowerPivot Relationships versus Vlookup
Vlookup is used for merging or combining the data from two tables in Excel. However; PowerPivot relationships are superior to Vlookup in terms of performance and ease of use. In this video; Joe Khoury demonstrates how to user relationships in PowerPivot for MS-Excel 2013.
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The Data Analysis Expression (DAX) Language
The Data Analysis Expression or DAX language consists of several functions grouped in a manner similar to the function expressions in Microsoft Excel itself. In this video; Joe Khoury discusses the DAX language and how to use it in Power Pivot.
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Top and Bottom Reporting
In PowerPivot; slicers are used to highlight data for meaningful analysis. In this video; Joe Khoury shows you how to use slicers to create a pivot table and pivot chart that demonstrate the top and bottom performers.
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Using KPI Measures on Your Dashboard
In PowerPivot; you can create dashboards that incorporate valuable Key Performance Indicators also known as KPIs. In this video; Joe Khoury discusses how to create a timeline based KPI dashboard in PowerPivot for Microsoft Excel 2013.
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Working with Multiple Worksheets
With PowerPivot; you can combine data from multiple worksheets to create a pivot table. In this video; Joe Khoury demonstrates the steps to create a pivot table.
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Creating and Using Relationships with Power Pivot
In PowerPivot; when you connect to data from SQL Server; you can define and use relationships specifically for reporting right in Microsoft Excel 2013. In this video; Joe Khoury discusses how to take advantage of relationships in PowerPivot.
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Creating Pivot Charts with MS Excel 2013
After integrating SQL Server 2012 data in MS Excel 2013; you can add pivot charts and tables and create interesting reports. In this video; Joe Khoury demonstrates how to work with pivot charts within Microsoft Excel 2013 based on data imported from SQL Server 2012.
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Creating Pivot Tables with MS Excel
In SQL Server 2012; when combined with one of Microsoft’s other popular products Microsoft Excel 2013; you can create interesting and powerful reports. In this video; Joe Khoury discusses how to create and manipulate pivot tables in Microsoft Excel 2013 based on data imported from SQL Server 2012.
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Importing SQL Server Data with MS Excel 2013
You can import the SQL Server 2012 data into Microsoft Excel 2013. In this video; Joe Khoury demonstrates how to merge the SQL Server 2012 and MS Excel 2013 technologies for gathering data for business intelligence purposes.
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Using Power Pivot with SQL Server 2012
Microsoft Excel 2013 provides a useful interface in SQL Server 2012 data for creating pivot tables; charts; and reports. In this video I’ll Joe Khoury discusses how to enable the PowerPivot add-in and import data from SQL Server.
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Applications – Accessing Data Offline
In Microsoft Dynamics CRM 2013; you can access data offline after synchronizing the data into a local database or workstation. In this video; Jonathan Gurwitz demonstrates how to update records offline with CRM.
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Applications – Adding Content to E-Mails
The Microsoft CRM Outlook client provides several functions you can use to make your e-mails more professional. In this video; Jonathan Gurwitz demonstrates how to associate an Outlook e-mail with a CRM account; use a CRM e-mail template; and attach CRM sales literature or knowledge base articles to e-mails.
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Applications – Appointment; Recurring Appointments and Task Tracking
From within Microsoft Dynamic CRM 2013; it’s easy to track appointments and tasks created in Microsoft Outlook. In this video; Jonathan Gurwitz demonstrates how to create Outlook tasks and appointments and associate them with CRM accounts so that they can be tracked from within CRM 2013.
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Applications – Article Templates
Microsoft Dynamics CRM 2013 allows you to use article templates to define the layout of your knowledge base. This helps with consistency and organization of the articles produced. In this video; Jonathan Gurwitz demonstrates how to create an article template with titled sections.
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Applications – Automated E-mail Linking
Microsoft Dynamics CRM 2013 allows you to automatically track e-mails against the Microsoft CRM records as they arrive in the CRM system. In this video; Jonathan Gurwitz demonstrates how to track e-mails using tracking tokens in the subject line.
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Applications – Automatic Case Creation from E-mails
In Microsoft Dynamics CRM 2013; you can configure cases to be created automatically – as soon as a customer e-mail arrives in a support queue. In this video; Jonathan Gurwitz demonstrates how to configure automatic case creation from e-mails.
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Applications – Automatic Case Routing
In Microsoft Dynamics CRM 2013; you can create routing rules that allow you to automatically route cases to a user; team; or queue; based on your preconfigured conditions. In this video; Jonathan Gurwitz demonstrates how to configure a routing rule set in Dynamics CRM.
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Applications – Background Workflows
Microsoft Dynamics CRM 2013 allows you to create processes and workflows. In this video; Jonathan Gurwitz demonstrates how to use Microsoft Dynamics CRM 2013 to create a new process and workflow via the Processes setting.
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Applications – Bulk Record Deletion
Microsoft Dynamics CRM 2013's bulk deletion feature allows you to delete irrelevant records in large volumes; in order to maintain clean data and manage data storage space. In this video; Jonathan Gurwitz demonstrates how to use the Bulk Deletion Wizard to create a bulk deletion job for deleting contacts that match a specific deletion criterion.
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Applications – Campaign Activities
Microsoft Dynamics CRM 2013 campaign activities can form the core of any marketing campaign. In this video; Jonathan Gurwitz demonstrates how to add campaign activities to a Microsoft Dynamics CRM 2013 marketing campaign and link them to the marketed product.
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Applications – Capturing and Viewing Campaign Responses
In Microsoft Dynamics CRM 2013; you can use campaign responses to assist you in measuring the return on investment for your campaign. In this video; Jonathan Gurwitz demonstrates how to promote an existing campaign activity to a campaign response.
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Applications – Cases and Knowledge Base Articles
Microsoft Dynamics CRM 2013 allows you to create knowledge bases of articles that can assist in case resolution; and can be sent to customers to provide them with self-service information. In this video; Jonathan Gurwitz demonstrates how to use a knowledge base article related to a specific case.
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Applications – Catching Duplicate Records
Microsoft Dynamics CRM 2013 allows you to check for duplicate records and maintain clean CRM data using duplicate detection rules for business and custom entities. In this video; Jonathan Gurwitz demonstrates how to run duplicate detection; create and schedule duplicate detection jobs; and take action on duplicate active contacts.
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Applications – Charts and Visualization
Microsoft Dynamics CRM 2013 supports a variety of system charts that allow you to graphically view and analyze your business data. In this video; Jonathan Gurwitz demonstrates how to create and edit a chart using the CRM Chart Designer; and explores some of the chart types that are supported in Dynamics CRM.
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Applications – Choosing Campaigns or Quick Campaigns
The Marketing area in Microsoft Dynamics CRM 2013 supports two types of campaigns. In this video; Jonathan Gurwitz demonstrates how to distinguish between full marketing campaigns and quick campaigns; how they differ; and the functionality they provide.
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Applications – Complex Service Scheduling
Microsoft Dynamics CRM 2013 includes the Service Scheduling Engine in order to help you find an available time for the resources required on a service activity. In this video; Jonathan Gurwitz demonstrates how to schedule a service activity using the Scheduling Engine.
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Applications – Configuring Activity Feeds
Microsoft Dynamics CRM 2013 activity feeds facilitate communication by providing convenient ways for you to monitor and stay up to date with important CRM records. In this video; Jonathan Gurwitz demonstrates how to enable entities for activity feeds; and enable post rules for entities so that activity feeds can be displayed on the form wall.
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Applications – Configuring Goal Metrics and Rollup Fields
In Microsoft Dynamics CRM 2013; goal metrics define what you’re measuring and how you’ll be measuring it. In this video; Jonathan Gurwitz demonstrates how to use the three predefined goal metric records in Microsoft Dynamics CRM and how to create a custom goal metric.
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Applications – Contact Synchronization
Microsoft Dynamics CRM 2013 allows you to sync Outlook contacts with contacts in CRM. In this video; Jonathan Gurwitz demonstrates contact synchronization tools and strategies for migrating Outlook contacts to the CRM system.
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Applications – Contract Templates
Microsoft Dynamics CRM 2013 allows to you create specific contract templates for various categories of clients. Jonathan Gurwitz demonstrates how to create a service template designed for a specific customer category.
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Applications – Create Service Level Agreements
Microsoft Dynamics CRM 2013 allows you to create Service Level Agreements (SLAs) with customers which hold you to specific standards. In this video; Jonathan Gurwitz demonstrates how to set up and customize an SLA; adjusting its metrics; set priorities and the case entity; and automatically send a notification if there is a chance of a default on the SLAs requirements.
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Applications – Creating a Rollup Query
Microsoft Dynamics CRM 2013 allows you to create rollup queries to filter the records in a goal and all its associated child goals. In this video; Jonathan Gurwitz demonstrates how to filter opportunities for specific owners by creating a new rollup query and applying it to a goal.
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Applications – Creating a Service Case
In Microsoft Dynamics CRM 2013; creating service cases allows you to easily manage any customer complaints; queries; or service requests that need to be resolved. In this video; Jonathan Gurwitz demonstrates how to create a service case in CRM 2013.
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Applications – Creating and Assigning Goal Records
Microsoft Dynamics CRM 2013's goal management feature allows you to assign goals to individuals; teams; or the organization to track and measure results against your targets for a defined fiscal period. In this video; Jonathan Gurwitz demonstrates how to configure a new goal using the Revenue goal metric to measure the values on an opportunity.
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Applications – Creating and Using Marketing Lists
Microsoft Dynamics CRM 2013 marketing campaigns rely on marketing lists containing Lead; Account; or Contact member types. In this video; Jonathan Gurwitz demonstrates how to create a new; static CRM marketing list; add and remove members of the Contact type; and configure Contact preferences.
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Applications – Service Module Initial Configuration
Microsoft Dynamics CRM 2013 allows you to manage your services in order to provide optimum services to your customers and to avoid service interruptions. In this this video; Jonathan Gurwitz demonstrates how to set up the initial configuration of a service module in CRM Service Management.
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Applications – Setting Personal Options
The Microsoft Dynamic CRM Outlook Client includes various CRM options you can configure from within Microsoft Outlook. In this video; Jonathan Gurwitz demonstrates how to configure personal options in the CRM Outlook Client to determine how Outlook records are synchronized and matched to CRM records.
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Applications – Entitlements and Cases
To limit the amount of service a customer receives; you can use entitlements and cases in Microsoft Dynamics CRM 2013. Case entities are integrated with entitlements. In this video; Jonathan Gurwitz demonstrates how to create a case entity.
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Applications – Export and Import Data Using Excel
Microsoft Dynamics CRM 2013 provides you with the facility to quickly and efficiently update large quantities of CRM records using Excel as the editing tool. In this video; Jonathan Gurwitz demonstrates how to export data to Excel; make changes to the data; and then re-import the updated data back into CRM.
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Applications – Exporting CRM Data to Excel
Microsoft Dynamics CRM 2013 allows you to export data to an Excel spreadsheet thanks to effective integration between CRM and Office. In this video; Jonathan Gurwitz demonstrates how to create an Excel workbook as a CRM report.
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Applications – Generating Quotes from Opportunities
In Microsoft Dynamics CRM 2013; one of the application's uses is generating quotes from opportunities. From an existing opportunity; quotes can be generated and modified to include discounts; pricing information and addressing; and products from a similar opportunity may be imported into a new quote. In this video; Jonathan Gurwitz demonstrates how to generate quotes from opportunities.
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Applications – Getting Started
Microsoft Dynamics CRM 2013's Sales; Marketing; and Service modules allow the easy management of records in three key areas of CRM. In this video; Jonathan Gurwitz demonstrates how to navigate these modules; introducing their default dashboards and component entities.
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Applications – Installation and Configuration of the Outlook Client
Microsoft Dynamics CRM 2013's Outlook client integrates the Microsoft Outlook interface and tasks into the CRM system. In this video; Jonathan Gurwitz demonstrates how to download; install; and configure Microsoft CRM 2013's Outlook Client Service Pack 1.
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Applications – Internal Communication and Social Interaction
Microsoft Dynamics CRM 2013's activity feed feature allows you to promote team communication and improved collaboration by adding social interaction to the CRM system. In this video; Jonathan Gurwitz demonstrates how to follow active accounts; specific users; and opportunities; as well as manage and interact with posts on the What's New wall.
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Applications – Introduction to Advanced Find
Microsoft Dynamics CRM 2013 allows you to perform searches using Advanced Find options to query data successfully. In this video; Jonathan Gurwitz demonstrates the functionality of Advanced Find; such as the ability to add and remove filters; owners; and columns.
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Applications – Introduction to Dialogs
In Microsoft Dynamics CRM 2013; you can create interactive dialogs for users to easily follow in order to carry out particular tasks in CRM. In this video; Jonathan Gurwitz demonstrates how to create a dialog to set up new customers in CRM.
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Applications – Introduction to Sales Management
In Microsoft Dynamics CRM 2013; the Sales module allows organizations to track; manage; and analyze their sales cycles. In this video; Jonathan Gurwitz demonstrates the basic entities used in the Sales module.
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Applications – Introduction to the Product Catalog and Unit Groups
In Microsoft Dynamics CRM 2013; a Product Catalog allows you to store information about your company's products. In this video; Jonathan Gurwitz uses the Unit Groups entity to create a new Unit Group for the Product Catalog.
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Applications – Keeping Track of the Competition
In Microsoft Dynamics CRM 2013; keeping track of your competitors will give your organization a competitive advantage in the market. In this video; Jonathan Gurwitz demonstrates the Sales module and how it allows you to keep track of information about a competitor.
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Applications – Lead Management and Lead Conversion
In Microsoft Dynamics CRM 2013; you can create a lead and convert it into an opportunity. In this video; Jonathan Gurwitz demonstrates how to quickly create a lead; then uses the Qualify button to qualify the lead to an opportunity.
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Applications – Looking Deeper with Advanced Find
Microsoft Dynamics CRM 2013 allows users to examine Advanced Find in depth; revealing helpful advanced features to gain better business insights from your data. In this video; Jonathan Gurwitz demonstrates the various options available when using Advanced Find.
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Applications – Mail Merge
Microsoft Dynamics CRM 2013 makes it quick and easy to perform mail merges. In this video; Jonathan Gurwitz demonstrates how to perform a mail merge of the customers in a marketing list; inserting each customer’s details in a letter with predefined fields.
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Applications – Mail Merge Templates
In Microsoft CRM 2013; Mail Merge Templates can be used to send letters; faxes; quotes; or email messages quickly and efficiently. In this video; Jonathan Gurwitz demonstrates how to set up; update; and edit mail merge templates.
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Applications – Managing and Using Multiple Currencies
In Microsoft Dynamics CRM 2013; you can use multiple currencies within the same environment. In this video; Jonathan Gurwitz demonstrates how to work with and manage currencies to use in opportunities; quotes; and invoices.
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Applications – Marketing Campaign Templates
Microsoft Dynamics CRM 2013 contains all the templates required for your marketing campaigns. All the default settings are included in this package; making it easy to create a marketing template. In this video; Jonathan Gurwitz demonstrates how to create template to standardize a campaign.
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Applications – Marketing Campaigns
In Microsoft Dynamics CRM 2013; a marketing campaign consists of a series of coordinated planning and implementation steps to promote a product; service; or business. In this video; Jonathan Gurwitz demonstrates how to create a direct marketing campaign that sends out offers via e-mail to customers.
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Applications – Marketing Reports
Microsoft Dynamics CRM 2013's out-of-the-box marketing reports provide insight into the effectiveness of marketing activities. In this video; Jonathan Gurwitz demonstrates how to access existing marketing reports via the Marketing area's Reports entity and reviews four marketing-specific reports.
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Applications – Merge Duplicate Records
Microsoft Dynamics CRM 2013 provides the functionality to merge duplicate records and help you to maintain clean up to date records. In this video; Jonathan Gurwitz demonstrates how to merge duplicate contacts and consolidate the relevant information into a single active record.
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Applications – Monitoring Background Processes
Microsoft Dynamics CRM 2013 allows you to monitor statuses of previously automated CRM systems. In this video; Jonathan Gurwitz demonstrates how to monitor background processes using the CRM system workflows and how to resolve any issues that may arise.
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Applications – Monitoring Real-Time Processes and Process Reporting
Microsoft Dynamics CRM 2013 Applications Monitoring allows you to monitor real-time workflows to see where they are failing. In this video; Jonathan Gurwitz demonstrates how to use Real-Time Processes and Process Reporting to report on all system jobs.
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Applications – Navigation Basics
The Microsoft Dynamics CRM 2013 web client provides an interface that makes it quick and easy to manage customer data. In this video; Jonathan Gurwitz demonstrates how to navigate modules; entities; views; and records in the CRM 2013 web client.
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Applications – Navigation in the Outlook Client
Instead of using a web browser; you can access Microsoft Dynamics CRM 2013 with the CRM Outlook client. In this video; Jonathan Gurwitz demonstrates how to use the CRM Outlook client to access CRM records and view them in different ways from within Outlook.
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Applications – Opportunity Resolution
In Microsoft Dynamics CRM 2013; a resolution activity is generated when an opportunity is won or lost. In this video; Jonathan Gurwitz uses the Activities option to open a resolution activity and view its actual revenue; closing date; competitor; and description.
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Applications – Orders and Invoicing
In Microsoft Dynamics CRM 2013; orders and invoicing can be carried out for customers. Once a customer has accepted a quote; an order can be created by converting an active quote. In this video; Jonathan Gurwitz demonstrates how to create an order; fulfil it; and create an invoice to be sent to the customer.
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Applications – Parent Goals
Microsoft Dynamics CRM 2013 allows you to create parent goals in a goal hierarchy; enabling salesperson goals to be rolled into a manager's goal total. In this video; Jonathan Gurwitz demonstrates how to create individual child goals; a parent goal; and rollup child goals based on a common goal metric.
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Applications – Parent/Child Case Creation
Microsoft Dynamics CRM 2013 introduced a feature that allows you to create parent/child relationships between cases; allowing up to 100 child cases to be linked to one parent case. In this video; Jonathan Gurwitz demonstrates how to create a parent/child relationship between cases.
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Applications – Personal Queues
Microsoft Dynamics CRM 2013 helps you to manage the assignment of jobs and tasks by automatically creating a set of queues when a user or team record is created. Both public and personal queues are created for each user in the system. In this video; Jonathan Gurwitz demonstrates how to work with Public and Private Personal Queues.
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Applications – Price List Items and Pricing Methods
Microsoft Dynamics CRM 2013 allows you to alter pricing structures by making changes to price list items and pricing methods. In this video; Jonathan Gurwitz demonstrates how to configure some of the advanced options of the price list menu.
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Applications – Price Lists and Products
In Microsoft Dynamics CRM 2013; you can create price lists and products in the Product Catalog. In this video; Jonathan Gurwitz uses the Price Lists option to set up and customize three price lists.
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Applications – Product Grouping and Price Rounding
Microsoft Dynamics CRM 2013 allows you to tidy up; round off; and group similar products together. You can determine how the price of a product looks by controlling the rounding policy. In this video; Jonathan Gurwitz demonstrates how to configure pricing and products.
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Applications – Querying CRM Data in a Dialog
Microsoft Dynamics CRM 2013 provides an advanced dialog feature that allows you to query CRM data and then use the specified records in dialogs. In this video; Jonathan Gurwitz demonstrates how to configure a dialog for creating new cases for existing customers using the Query CRM Data feature; and new contact records for new customers.
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Applications – Quick Campaigns
Microsoft Dynamics CRM 2013 Quick Campaigns comprise single activities targeting select groups of clients by mail; e-mail; or telephone. In this video; Jonathan Gurwitz uses the Create Quick Campaign Wizard and an existing marketing list to communicate with a specific customer demographic.
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Applications – Real-Time Workflows
In Microsoft Dynamics CRM 2013; real time workflows are a new feature that allows workflows to be processed immediately in order to improve the user experience. In this video; Jonathan Gurwitz demonstrates how to create a real-time workflow to validate a contact entity.
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Applications – Relating Data Using Connections
In Microsoft Dynamics CRM 2013; the Connections feature allows you to quickly and easily view the relationship between various CRM records. In this video; Jonathan Gurwitz demonstrates how to use the Connections feature to keep track of data connections in CRM 2013.
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Applications – Restricting the Selection of Resources
Microsoft Dynamics CRM 2013 allows you to schedule your resources and add exclusions of dates from your services; depending on what hours your staff work; what hours your facilities are open; and what dates your business is closed. In this video; Jonathan Gurwitz demonstrates how to set up services exclusion rules.
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Applications – Sales Literature
In Microsoft Dynamics CRM 2013; the Sales Literature store is a central repository for sales documentation. In this video; Jonathan Gurwitz demonstrates how to create a Sales Literature record and add documents to it; how to link the documents with products or competitors; and how to include the documents as e-mail attachments.
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Applications – Sales Reports
Microsoft Dynamics CRM 2013 provides several built-in sales reports. In this video; Jonathan Gurwitz demonstrates how to access and run the reports; and explains several of the key sales report types and how you can configure them.
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Applications – Schedule a Service
In Microsoft Dynamics CRM 2013; services are defined as a type of work provided to a customer and that can be performed by one or more resources. In this video; Jonathan Gurwitz demonstrates how to create and schedule a service activity.
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Applications – Sending and Revising Quotes
In Microsoft Dynamics CRM 2013; you can send and revise quotes. Once a quote record has been created; a quote document can be generated to be sent to the customer. In this; video Jonathan Gurwitz demonstrates how a quote document can be revised as needed.
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Applications – Service Calendar
The Service Calendar in Microsoft Dynamics CRM 2013 is used for scheduling appointments and activities. In this video; Jonathan Gurwitz demonstrates the various features and views available in the calendar.
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Applications – Service Level Agreements and Cases
In Microsoft Dynamics CRM 2013 you can use a case to test the efficiency of a Service Level Agreement (SLA). In this video; Jonathan Gurwitz demonstrates how to integrate SLAs into cases.
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Applications – Creating Contracts and Contract Lines
Microsoft Dynamics CRM 2013 allows you to create Contracts and Contract Lines. A contract defines the specific level of support provided for a customer and contract lines show how much they are paying for the support that they are getting. In this video; Jonathan Gurwitz demonstrates how to create contracts and contract lines in Dynamics CRM.
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Applications – Creating Services
Microsoft Dynamics CRM 2013 allows you to create and schedule services that your company provides to customers. You can specify the location; availability and capability of your resources when scheduling services. In this video; Jonathan Gurwitz demonstrates how to set up a service.
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Applications – Creating; Approving; and Publishing KB Articles
With Microsoft Dynamics CRM 2013; you can create; approve; and publish knowledge based articles; which provide information about products and services for your customers. In this video; Jonathan Gurwitz demonstrates how to create a draft article and then approve and publish it.
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Applications – CRM Report Builder
Microsoft Dynamics CRM 2013 allows you to build basic reports. You can group records together which allows you to compile your reports more effectively. In this video; Jonathan Gurwitz demonstrates how to create a basic report.
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Applications – Customer Records
In Microsoft Dynamic CRM 2013; contacts differ from accounts. In this video; Jonathan Gurwitz demonstrates how to access and create both contacts and accounts in order to set up customer records.
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Applications – Customer Service Reports
Microsoft Dynamics CRM 2013 allows you to create a range of customer service reports; which can bolster the analysis of your customer service. In this video; Jonathan Gurwitz discusses the types of customer service reports available in CRM 2013.
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Applications – Dialogs with Conditional Branches
Microsoft Dynamics CRM 2013 allows you to create dialogs with conditional branches to handle different scenarios in your business processes. In this video; Jonathan Gurwitz demonstrates how to create a dialog with conditional branches for adding new customers in CRM.
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Applications – Discount Lists
Microsoft Dynamics CRM 2013 allows you to discount products by using discount lists. In this video; Jonathan Gurwitz demonstrates how to set up a discount list and create volume discounts.
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Applications – Distributing Campaign Activities
In Microsoft Dynamics CRM 2013; you can distribute your campaign activities after setting up your marketing campaign. In this video; Jonathan Gurwitz demonstrates how to distribute an e-mail activity that sends special offers to customers in the marketing campaign.
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Applications – Duplicate Detection Rules
Microsoft Dynamics CRM 2013 allows you to create duplicate detection rules to reduce duplicate records and maintain a clean and useful set of data. In this video; Jonathan Gurwitz demonstrates how to enable duplicate detection and configure a rule for the detection of contacts with matching names and parent companies in a CRM system.
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Applications – Dynamic Marketing Lists
In Microsoft Dynamics CRM 2013; you can use dynamic marketing lists to simplify the task of keeping your lists up to date. In this video; Jonathan Gurwitz demonstrates how to create a new; dynamic marketing list for contacts.
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Applications – E-mail Configuration Options
Microsoft Dynamics CRM 2013 allows you to personalize the way you manage the tracking of your e-mails; in order to improve integration between Microsoft CRM and Outlook. In this video; Jonathan Gurwitz demonstrates how to personalize your e-mail settings.
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Applications – E-mail Templates
Microsoft Dynamics CRM 2013 supports e-mail templates containing prefilled data that allow you to send consistent and professional e-mail messages and save time when sending messages to multiple recipients. In this video; Jonathan Gurwitz uses the Email Template form in CRM to create a new e-mail template for sending a standardized welcome message to new customers.
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Applications – E-mail Tracking
Microsoft Dynamics CRM 2013 allows you to track e-mails against CRM records. In this video; Jonathan Gurwitz demonstrates how to set up and use the CRM e-mail tracking feature.
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Applications – Entitlements
In Microsoft Dynamics CRM 2013; the newly introduced Entitlements feature enables you to manage the level and specifics of the service a customer is entitled to. In this video; Jonathan Gurwitz demonstrates how to configure customer entitlements in Dynamics CRM.
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Applications – Shared Queues
Microsoft Dynamics CRM 2013 has an application that allows you to create Queue areas where work items such as cases; activities; or other record types that are waiting to be processed are organized. In this video; Jonathan Gurwitz demonstrates how to create Shared Queues that can be used for team collaboration.
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Applications – Synchronization Configuration
The CRM Outlook client makes it possible to synchronize Microsoft Outlook records with Microsoft CRM 2013. In this video; Jonathan Gurwitz demonstrates how to configure synchronization settings for CRM in Outlook.
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Applications – The Data Quality Dashboard
In Microsoft Dynamics CRM 2013; creating data quality dashboards allows you to easily monitor the quality of and depth of your captured data. In this video; Jonathan Gurwitz demonstrates how to create a data quality dashboard for contacts and accounts data; with CRM 2013.
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Applications – The Import Data Wizard
Microsoft Dynamics CRM 2013 includes the Import Data Wizard that makes it easy for you to upload data from another system or data source into CRM. In this video; Jonathan Gurwitz demonstrates how to use the Import Data Wizard to import a list of contact records from an Excel spreadsheet into the CRM Contact entity.
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Applications – The Sales Process
Leads and opportunities are key entities in the Microsoft Dynamics CRM 2013 sales cycle. In this video; Jonathan Gurwitz demonstrates how to distinguish between a lead and an opportunity; and explains how a lead may move through the sales process to become an opportunity and eventually a closed and invoiced sale.
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Applications – The Subject Tree
Microsoft Dynamics CRM 2013 provides a hierarchical grouping and categorization system called the Subject Tree. In this video; Jonathan Gurwitz demonstrates how to set up a Subject Tree and then use it to create a new case or product.
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Applications – Turning E-mails into Actions
Microsoft Dynamics CRM 2013 allows you to instantly create Leads; Opportunities; or Cases from an Outlook e-mail provided that the Microsoft CRM Outlook client is installed. In this video; Jonathan Gurwitz demonstrates how to turn e-mails into actions using the CRM.
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Applications – Using and Searching the Knowledge Base
Microsoft Dynamics CRM 2013 allows you to search its knowledge base. If you need to find published articles; you can use the advanced find feature. In this video; Jonathan Gurwitz demonstrates how to browse and search for articles using the search tools available.
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Applications – Using Contracts with Cases
Microsoft Dynamics CRM 2013 allows you to use contracts with cases. Customers who have service contracts are able to have their cases linked to their contracts. In this video; Jonathan Gurwitz demonstrates how to link a case to a contract; and how cases and support contracts work together.
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Applications – Using Excel to Analyse your CRM Data
Microsoft Dynamics CRM 2013 allows users to analyze CRM data using Excel; gaining valuable insight into their data. In this video; Jonathan Gurwitz uses Slicers and Timelines in Excel to analyze CRM data.
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Applications – Working with Activities
Microsoft Dynamics CRM 2013 allows you to manage and document the activities involved in interacting with customers. In this video; Jonathan Gurwitz demonstrates how to work with tasks; e-mails; appointments; and phone calls in CRM 2013.
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Applications – Working with Opportunity Records
In Microsoft Dynamics CRM 2013; you can use the opportunity entity to store granular details about a potential sale. In this video; Jonathan Gurwitz uses the Existing Product option to add products from the Product Catalog.
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Applications – Working with Queues and Queue Items
Microsoft Dynamics CRM 2013 has an application that allows you to work with Queue Items which allow you to manage your workload. In this video; Jonathan Gurwitz demonstrates how manage your queues better using Queue Items.
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Customization and Configuration – Access Team Reporting
In Microsoft Dynamics CRM 2013; one of the problems with sharing records is that you can't report them through the CRM user interface. However; you can use teams to perform this function through Advanced Find and manually create access teams without using templates. In this video; Jonathan Gurwitz discusses the advantages of access teams.
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Customization and Configuration – Access Team Templates
Microsoft Dynamics CRM 2013 introduces the Access Team feature which provides for simpler record sharing and lower system overhead when sharing large numbers of records. In this video; Jonathan Gurwitz demonstrates how by using Access Team templates; you can quickly see which users a record is shared with via a subgrid instead of having to click the Share button.
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Customization and Configuration – Adding a Timer to a Case
In Microsoft Dynamics CRM 2013; you can add a timer control to stay better informed of impending deadlines. In this video; Jonathan Gurwitz demonstrates how to add a timer that counts down to the First Response By time and the Resolve By time.
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Customization and Configuration – Applying Security Roles
You can apply a range of different security roles in Microsoft Dynamics CRM 2013. For example; you can restrict salesmen to only limited features while managers can have full access. In this video; Jonathan Gurwitz demonstrates how to set up rights for users and owners in terms of security.
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Customization and Configuration – Auditing
Microsoft Dynamics CRM 2013 allows you to audit data; customizations; and user access. In this video; Jonathan Gurwitz demonstrates how to configure auditing of specific entities and fields; how to view auditing information; and how to manage access to this information.
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Customization and Configuration – Business Units
Microsoft Dynamics CRM 2013 bases the security of business information on the concept of business units so that the data in one department is inaccessible to other departments. In this video; Jonathan Gurwitz demonstrates how to use business units to logically segregate data irrespective of the actual organizational structure of the company.
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Customization and Configuration – Case Status Transitions
In Microsoft Dynamics CRM 2013 Service Pack 1; you can configure status reason transitions for a case entity. In this video; Jonathan Gurwitz demonstrates how to enable and configure status reason transition rules for a case to ensure that only logical changes to the status of the case can be made.
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Customization and Configuration – Charts and Dashboards
Microsoft Dynamics CRM 2013 allows you to build Charts and Dashboards which can be used to interpret data; find patterns; and view rolled-up aggregates. In this video; Jonathan Gurwitz uses Microsoft CRM to create charts from the perspective of a solution customizer.
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Customization and Configuration - Configure Option Sets
Microsoft Dynamics CRM 2013 uses built-in and customized option sets to present selectable items stored as numeric values. In this video; Dan LaChance demonstrates how to configure a custom option set for use within a field.
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Customization and Configuration – Configuring Business Rules
In Microsoft Dynamics CRM 2013; conditional logic can be applied to forms using business rules. In this video; Jonathan Gurwitz demonstrates how to create; configure; and activate a new business rule.
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Customization and Configuration - Configuring Custom Entity Properties
In Microsoft Dynamics CRM 2013; you can configure the properties of your custom entities to suit the types of data you want to store in CRM. In this video; Dan LaChance demonstrates how to configure the properties of a custom entity in CRM.
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Customization and Configuration - Connection Roles
Microsoft Dynamics CRM 2013 uses connection roles to define associations between record entities without establishing a formal relationship. In this video; Dan LaChance demonstrates how to create and configure connection and matching connection roles for select and associated record types.
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Customization and Configuration – Connection Roles
In Microsoft Dynamics CRM 2013; connection roles describe the relationships between CRM records. In this video; Jonathan Gurwitz demonstrates how to create and assign a custom connection role; and create a matching connection role.
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Customization and Configuration - Connections
Microsoft Dynamics CRM 2013 allows the creation of connections to establish informal relationships between record entities. In this video; Dan LaChance demonstrates how to create and configure connections between account and user entities in Dynamics CRM.
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Customization and Configuration – Create Custom Activity
In Microsoft Dynamics CRM 2013; activity types can be customized to fit various needs. In this video; Jonathan Gurwitz demonstrates how to create a custom activity type.
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Customization and Configuration - Creating a Chart
Microsoft Dynamics CRM 2013 allows the creation of customized; system and entity-specific charts to visualize and interpret summarized data. In this video; Dan LaChance demonstrates how to create and customize system and personal charts linked to entity records.
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Customization and Configuration - Creating a Custom Entity
In Microsoft Dynamics CRM 2013; you can create custom entities to suit the types of data you want to store in CRM. In this video; Dan LaChance demonstrates how to create a custom entity in CRM.
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Customization and Configuration - Creating a Dashboard
Microsoft Dynamics CRM 2013 allows the creation of dashboards on which multiple views and data types can be collated. In this video; Dan LaChance demonstrates how to create; configure; and publish a dashboard to the user interface (UI).
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Customization and Configuration - Creating an Entity Relationship
Microsoft Dynamics CRM 2013 allows the creation of three types of entity relationship for associating related records. In this video; Dan LaChance demonstrates how to create a one-to-many entity relationship in Dynamics CRM.
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Customization and Configuration – Customizing an Existing Field
Microsoft Dynamics CRM 2013 allows the customization of field properties to meet current business needs. In this video; Dan LaChance demonstrates how to customize the formatting properties of data types subject to change in an existing field.
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Customization and Configuration - Deleting a Field
Microsoft Dynamics CRM 2013 allows the deletion of field attributes storing entity-related data. In this video; Dan LaChance demonstrates how to delete a custom field after ensuring that it has no component view or form dependencies.
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Customization and Configuration - Display Formats for Fields
In Microsoft Dynamics CRM 2013; you can customize and configure display formats for fields in forms. This lets you control how a field is displayed; as well as what data can be entered into it. In this video; Dan LaChance discusses display formats for fields.
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Customization and Configuration – Entity Customization
Microsoft Dynamics CRM 2013 allows you to add customized functionality to the entities that come standard with the software. In this video; Jonathan Gurwitz demonstrates how to create new entities and configure options such as entity ownership; notes; activities; connections; and queues.
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Customization and Configuration – Entity Customization Basics
After watching this video; you will be able to describe options for customizing entities in Dynamics CRM.
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Customization and Configuration – Entity Relationship Types
After watching this video; you will be able to describe entity relationship types in Dynamics CRM.
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Customization and Configuration - Exporting a Chart
Microsoft Dynamics CRM 2013 allows the export; in XML; of system and personal charts for existing custom entities. In this video; Dan LaChance demonstrates how to export and review the chart definition file of an existing custom entity chart.
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Customization and Configuration – Field Customization
In Microsoft Dynamics CRM 2013; Field Customization is used to store wanted data against custom entities and create rich data by customizing fields within the entities themselves. In this video; Jonathan Gurwitz uses the Entity feature to customize different fields by modifying their attributes; using the Requirement; Description; Security; and Type of Field options.
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Customization and Configuration – Field Data Types
After watching this video; you will be able to work with different field data types in Dynamics CRM.
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Customization and Configuration – Field Level Security
Microsoft Dynamics CRM 2013 allows you to implement field-level security to protect custom fields in records. In this video; Jonathan Gurwitz demonstrates how to restrict the users who can edit and read specific fields in a contact record.
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Customization and Configuration – Form Customization Basics
Microsoft Dynamics CRM 2013 contains forms; which allows you to organize your information in a visually appealing way. In this video; Jonathan Gurwitz demonstrates the basics of form customization.
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Customization and Configuration - Forms for Mobile Clients
Microsoft Dynamics CRM 2013 allows you to develop mobile client forms that let you control what entity data is displayed to mobile devices. You can develop mobile forms in a similar manner to regular forms. In this video; Dan LaChance demonstrates how to work with mobile client forms.
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Customization and Configuration – Global Option Sets
In Microsoft Dynamics CRM 2013; global option sets can be used multiple times on either a single or on multiple entities. In this video; Jonathan Gurwitz demonstrates how to create a global option set and shows how it is used in an example.
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Customization and Configuration – Iframes
In Microsoft Dynamics CRM 2013; you can use an IFRAME to display content from an external web site or service on a form. In this video; Jonathan Gurwitz demonstrates how to insert an IFRAME that displays an external web page in a contact form.
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Customization and Configuration – Import and Export Solutions
In Microsoft Dynamics CRM 2013; you can export customized solutions by packaging them. Depending on the scenario; you can choose a managed or unmanaged solution; and then import the package to a new CRM tenant. In this video; Jonathan Gurwitz demonstrates how to export a solution as a managed solution and then import it into a new tenant.
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Customization and Configuration - Importing a Chart
Microsoft Dynamics CRM 2013 allows the import of system charts for custom entities that have already been created. In this video; Dan LaChance demonstrates how to import an XML chart definition file into an existing custom entity.
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Customization and Configuration – Managing and Customizing Views
Microsoft Dynamics CRM 2013 allows you to manage and customize your views. In this video; Jonathan Gurwitz demonstrates how to add columns to your views; to name your views; order your data and apply filters to your views to exclude data that you do not want to see.
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Customization and Configuration - Managing Multiple Forms
In Microsoft Dynamics CRM 2013; you can build multiple CRM forms to display data in various ways; for different users or different devices. In this video; Dan LaChance demonstrates how to manage multiple CRM forms based on their display order; their security roles; and their status of active or inactive.
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Customization and Configuration – Managing Relationships
Microsoft Dynamics CRM 2013 allows you to create and manage relationships between both system and custom entities and link them to other entities in order to enrich their attributes. In this video; Jonathan Gurwitz demonstrates how to link a solution’s related entity records together in one-to-many and many-to-many relationship structures.
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Customization and Configuration - Many-to-One Field Mapping
Microsoft Dynamics CRM 2013 allows the creation of many-to-one relationships between child and parent records. In this video; Dan LaChance demonstrates how to map a many-to-one relationship between Microsoft Dynamics CRM 2013 entities for which a one-to-many relationship already exists.
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Customization and Configuration - Modifying an Existing Chart
Microsoft Dynamics CRM 2013 allows the modification of custom or built-in entities' existing charts. In this video; Dan LaChance demonstrates how to access and modify a system entity's chart; before publishing the modifications and editing its personal chart from the user interface (UI).
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Customization and Configuration - Modifying an Existing Dashboard
Microsoft Dynamics CRM 2013 allows the modification of existing dashboards. In this video; Dan LaChance demonstrates how to select a dashboard; modify its components; review its security roles; and publish the customizations to the user interface (UI).
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Customization and Configuration - Modifying Entity Configuration
In Microsoft Dynamics CRM 2013; entities consist of fields which store data. In this video; Dan LaChance demonstrates how to modify existing entities; as well as build new custom entities in CRM.
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Customization and Configuration – More Ways to Customize your Forms
Microsoft Dynamics CRM 2013 provides you with several advanced form controls. In this video; Jonathan Gurwitz demonstrates how to add controls to a contract form in order to list recent cases for the contact; add a Bing Map and a quick view to the form; and configure a Primary Contact field to list only related contacts for a particular account.
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Customization and Configuration - One-to-Many Relationships
Microsoft Dynamics CRM 2013 allows the customization of one-to-many entity relationships between parent and child records. In this video; Dan LaChance demonstrates how to build a one-to-many parent-child relationship between Dynamics CRM records.
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Customization and Configuration - Properties of Fields
Microsoft Dynamics CRM 2013 uses fields to define the structure of data stored with entity records. In this video; Dan LaChance demonstrates how to access and review the properties of an existing field.
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Customization and Configuration – Quick Create Form
In Microsoft Dynamics CRM 2013; Quick Create Forms can be used to speed up data capturing by configuring which fields are visible when creating records. In this video; Jonathan Gurwitz demonstrates how Quick Create Forms are created and used in Microsoft Dynamics CRM 2013.
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Customization and Configuration - Quick View Form
Microsoft Dynamics CRM 2013 introduces a new feature called Quick View Forms. These forms allow you to display related entity data from separate entity records on the screen at the same time. In this video; Dan LaChance demonstrates how to create; configure; and customize Quick View Forms.
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Customization and Configuration - Removing Unwanted Views
Microsoft Dynamics CRM 2013 allows you to customize and configure the system views. This includes the ability to remove unwanted views. In this video; Dan LaChance demonstrates how to delete and deactivate custom and system generated views in Dynamics CRM.
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Customization and Configuration – Role-Based Forms
In Microsoft Dynamics CRM 2013; role-based forms are a function that controls what information is available to which users. In this video; Jonathan Gurwitz demonstrates how to configure and use a role-based form in Microsoft Dynamics CRM 2013.
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Customization and Configuration – Security Roles
Microsoft Dynamics CRM 2013 bases the security of business information on the concept of business units; for which users are assigned various security roles to control access to data. In this video; Jonathan Gurwitz discusses the basic structure of security roles and how to apply them to teams or users.
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Customization and Configuration – Setting up Business Process Flows
Microsoft Dynamics CRM 2013 provides businesses with the tools to create an interface to manage business process flows. In this video; Jonathan Gurwitz demonstrates how to set up and create a business process flow using the logic inherent in a sample business process.
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Customization and Configuration – Setting Up Document Management
You can leverage the SharePoint document management features from within Microsoft Dynamics CRM 2013. In this video; Jonathan Gurwitz uses the Document Management feature to enable server-based SharePoint integration.
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Customization and Configuration – Setting Up Entities for SharePoint
Microsoft Dynamics CRM 2013 allows you to upload documents from CRM to SharePoint. To do this; you require a SharePoint folder structure; but before using your system for document management; you need to enable entities for document management. In this video; Jonathan Gurwitz demonstrates how to set up entities for document sharing and how to enable document sharing on SharePoint.
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Customization and Configuration – Solution Management
Microsoft Dynamics CRM 2013 allows you to package together a set of components that are related; into a solution for a project or for release. In this video; Jonathan Gurwitz demonstrates how to customize solutions in CRM.
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Customization and Configuration - Status Fields
Microsoft Dynamics CRM 2013 uses customizable status and status reason fields to represent the status of entities internally and to users. In this video; Dan LaChance demonstrates how to customize the status reasons of a status field.
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Customization and Configuration – System Views
In Microsoft Dynamics CRM 2013; it is possible to customize the default system views; as well as configure custom ones. In this video; Dan LaChance demonstrates how to configure system views properties in Dynamics CRM 2013.
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Customization and Configuration – Users; Teams; and Sharing
Microsoft Dynamics CRM 2013 provides business units as the basis of their security model; which can be used to control user access to company data. In this video; Jonathan Gurwitz demonstrates how to use business unit security roles to control user permissions and rights to data within a business unit.
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Customization and Configuration – Using SharePoint Document Management
In Microsoft Dynamics CRM 2013; you can link documents to your CRM records. In this video; Jonathan Gurwitz demonstrates how to link a CRM record to a SharePoint library and upload documents.
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Customization and Configuration – Using SharePoint Functionality from CRM
You can combine SharePoint's rich document management features; such as versioning and checking out of documents; with your Microsoft Dynamics CRM 2013 application. In this video; Jonathan Gurwitz uses SharePoint's Version History feature to view and restore different versions of a document.
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Customization and Configuration – Working with Business Process Flows
Microsoft Dynamics CRM 2013 provides businesses with the tools to create an interface to manage business process flows. In this video; Jonathan Gurwitz discusses the features of an existing business process flow interface; showing how it controls entities; stages; and steps to ensure that the process runs efficiently and completely.
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Formatting Options
In PowerPivot; the formatting options allow you to make your reports look professional when you publish them. In this video; Joe Khoury discusses how to format PowerPivot reports.
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Sorting by month
PowerPivot automatically sorts the months into alphabetical order and it also allows you to change the monthly sort order for the pivot tables and charts. In this video; Joe Khoury discusses how to change the default sort order for monthly values.
