Microsoft’s Dynamics CRM User Assistance team announced the release of two new pieces of user documentation:
Quick Start guide for Microsoft Dynamics CRM business users 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,” Microsoft stated.
“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.”
“Use these overviews to get started using Microsoft Dynamics CRM 2011. Before you begin using CRM, you’ll get a sense of the things you’ll need to do to get up and running with the everyday efficiency gains the software provides. You’ll learn how to set up personal views, get your information into CRM, and more,” the software company added.
Quick Start guide for Microsoft Dynamics CRM for Outlook users help you learn how to make the most of Microsoft Dynamics CRM Online after it’s integrated into Outlook.
You can download, install, and configure it, and then track and send e-mail messages, use Outlook to do your Microsoft Dynamics CRM Online work, and add Outlook contacts to Microsoft Dynamics CRM Online.
“Save and print this quick start guide to get an overview of the first things you’ll need to do to get Microsoft Dynamics CRM 2011 for Microsoft Office Outlook. Before you’re up and running with the everyday efficiency gains the software provides, this guide will give you a sense of the things you’ll need to do make sure everything is set up correctly on your computer,” the Redmond company stated.