Getting Started with Microsoft Dynamics CRM Online

Below is a list of useful resources to help you get started with Microsoft Dynamics CRM.

  • Set Optimal CRM as your Partner of Record

    • Getting Started

  • Start working in CRM
  • CRM Basics
  • CRM for Outlook Basics
  • CRM for Tablets

    • Initial Configuration

  • Adding Users CRM Online
  • Importing Contacts into CRM Online
  • How to Install the CRM client for Outlook
  • How to Create fields in CRM

    • Other Useful Information

  • Business Processes
  • Create your first CRM marketing campaign
  • How to add additional storage in CRM
  • Customising Dashboards
  • CRM for Dummies

    • Have a suggestion for a guide? Please contact us and let us know!

    If you need assistance, we offer a Microsoft CRM Quick Start Package or remote support by the hour to help you get up and running quickly.