If you bring a new marketer onto your team and want to get them quickly up to speed on using both Microsoft Dynamics CRM and ClickDimensions, here’s part of a training plan that we’ve used with new employees. It’s not comprehensive, but it is a good start, and includes videos, articles and links to instructor-led training. We’ve found this to be a good starting point for our new team members, so we thought we’d share it with you!
- CRM General Knowledge – the resources below will help you get an understanding of what Microsoft CRM’s standard feature set provides:
- Watch the following videos (most are 2-3 minutes long)
- https://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/vid_gettingstarted.aspx
- https://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/vid_accounts.aspx
- https://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/vid_contacts.aspx
- https://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/vid_solutions_endusers.aspx
- https://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/vid_personalize.aspx
- https://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/vid_import.aspx
- https://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/vidsharingassigning.aspx
- https://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/vid_activities.aspx
- https://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/vid_simpleworkflow.aspx
- https://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/vid_leads.aspx
- https://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/vid_opportunities.aspx
- https://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/vid_campaigns.aspx
- https://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/vid_marketinglists.aspx
- Read the following
- https://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/getting_started_admins.aspx
- Introduction to Solutions (CRM 2011): http://msdn.microsoft.com/en-us/library/gg334576.aspx?c=hv (NOTE: Solutions in CRM 2011 differ greatly from CRM 4.0, which we also support. However, for CRM 4.0, we provide an installer .msi, and customizations such as ours are treated the same as native customizations. In CRM 2011, the “solution” model allows customizations to be “managed” – basically a method of packaging the customizations and treating them separately from the base layer of CRM functionality.)
(You can read through other categories as desired, but the categories above should be considered foundational.)
Bookmark these sites in Internet Explorer:
CRM References/Resources:
- Microsoft CRM Blog: http://blogs.msdn.com/b/crm/
- Microsoft CRM YouTube Channel: http://www.youtube.com/user/MicrosoftDynamicsCRM
ClickDimensions References/Resources:
- ClickDimensions Blog: http://blog.clickdimensions.com
- ClickDimensions Help & Training Site: http://help.clickdimensions.com
- ClickDimensions Forums: http://help.clickdimensions.com/forum
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