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Microsoft Dynamics CRM

​CRM Go-Live training videos

Below you will find the links to the recordings of the four training sessions. These all had the same content based on the same presentation. However, the individual topics were weighted differently…

Updated 5 months ago by rtu@bellevue.ch

Instructions for installing the CRM Mobile App (iPhone, iPad)

Follow these steps to install the mobile app to access MSD CRM data from your iPhone or iPad. If you have never started MSD CRM on the Bellevue Workplace, do so first from the Windows Start. On the i…

Updated 5 months ago by rtu@bellevue.ch

Filter contacts in CRM by interests

Contacts can be filtered for interests in different ways, either in the Interest itself (mailing, topic, etc.) or by a contact view. Filtering by Interest. In MSD CRM double-click an interest under "…

Updated 5 months ago by rtu@bellevue.ch

CRM Christmas Shipping

​Video for Christmas shipping (English)

Updated 8 months ago by Flo

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