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Introduction to Microsoft Dynamics CRM 2013

Dive into the intricacies of Microsoft Dynamics CRM 2013 with this comprehensive module led by Nick Scott, a seasoned Dynamics CRM Consultant at BKD Technologies. Learn the essentials of working with data, including Quick Find and Filtering techniques, Advanced Find capabilities, and the creation of Saved Views. Master data export strategies, explore Report and Chart functionalities, and understand how to set up and customize Dashboards. This module equips you with the knowledge to effectively manage and visualize data for better decision-making.

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Introduction to Microsoft Dynamics CRM 2013

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  1. Introduction to Microsoft Dynamics CRM 2013 Nick Scott | Dynamics CRM Consultant with BKD Technologies

  2. 04 | Working with Data Nick Scott | Dynamics CRM Consultant with BKD Technologies

  3. Module 4: Working with Data • Quick Find & Filtering • Advanced Find & Saved Views • Data Export • Reports • Charts • Goals • Dashboards

  4. Advanced Find • Create Advanced Find • Modify Query and Columns • Save as a new View • Share the View

  5. Data Import • How to Export to Excel • Dynamic vs. Static

  6. Charts • Expand Chart Pane • Drill Down Into Data • Create New Chart

  7. Dashboards • What is a Dashboard? • Change Dashboards • Create a New Dashboard • Add and Rearrange Elements

  8. Working with Data • Quick Find & Filtering • Advanced Find & Saved Views • Exporting Data • Reports • Charts • Goals • Dashboards

  9. Course Review Nick Scott | Dynamics CRM Consultant with BKD Technologies

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