Video
Video 1: Print a customer-ready sales document
Print sales documents so that they can be presented just the way you
want, such as custom formatting, company logo, and letterhead. Using the mail
merge feature in Microsoft Office Word, you can create personalized templates
to use to prepare sales documents for a single customer or for many customers
at one time.
View this video to learn how to print quotes created in Microsoft Dynamics CRM
for distribution to customers.
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Video 2: Combine Microsoft Dynamics CRM data with PivotTables for effective sales forecasting
Sales managers and executives periodically review potential revenues
by analyzing sales data across the organization. Learn how to use Microsoft
Office Excel PivotTables to display real-time Microsoft Dynamics CRM sales data
that is displayed in dynamic tables, charts, and graphs.
View this video that demonstrates how to use these visual tools to help you
successfully run your business.
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