Dynamics CRM 2015 Toolkit

By Laura Gariano posted Dec 17, 2015 12:15 PM


One of the best resources available right now on CRM 2015 is CRMUG's CRM2015 Toolkit, a series of on-demand webinars available to all regardless of CRMUG membership status. Thousands attended theses sessions live in 2015 and have watched on-demand, with an attendee rating of 4.6 out of 5 (with 5 being excellent) across the entire series. Don't miss this great learning available to you and your entire team, available when the time is right for you to learn!

Below are full details on each of the 15 valuable on-demand webinars available in the CRM 2015 Toolkit, including a link to view each webinar. Please enjoy and share with your colleagues and contacts. We look forward to continuing to bring more content like this to the CRMUG community, and we would like to extend a special thanks to all of the incredible Subject Matter Experts who have contributed their time and expertise to creating this excellent series for the Dynamics CRM community!

CRM 2015 Toolkit: On-Demand Webinar Series

In this series of on-demand webinars, CRMUG Subject Matter Experts take you to the next level by showing you what you need to know - the “HOW TO” for all the features of Dynamics CRM 2015! You will learn best practices and become a Microsoft Dynamics CRM 2015 guru by learning from highly knowledgeable and experienced Dynamics CRM Subject Matter Experts, including many Microsoft Dynamics CRM MVPs and other end users. 

Covering the Field(s) - Rollup and Calculated Style

View on-demand webinar

Dynamics CRM 2015 has introduced the ability to create calculated fields, which can automatically sum numbers, do some date math, and perform string manipulation. 2015 also introduced rollup fields that can summarize and compare values from related child records. See how easy it now is to:

  • find the next expected close date across all of the opportunities linked to an account
  • solve that “not in” problem and find accounts without any open activities; and
  • create an account profile that shows how many open cases, opportunities, or activities are in progress for this, and each, account.

We’ll also cover the limitations, so you’ll know which problems these new features solve, and which still remain.

Customer Service Best Practices - Case Creation & Routing

View on-demand webinar

This session will cover powerful Customer Service case creation and routing functionality offered in Dynamics CRM 2015, with some of the features having been first introduced in CRM 2013. Learn how to automatically create a case from an email and how to use routing rules to automatically route cases to the appropriate team members. Get the best practices you need to set up and apply case creation and routing rules in order to effectively and efficiently manage your Customer Service.

Customer Service Best Practices - SLAs & Enhanced SLAs

View on-demand webinar

In this webinar, we will focus on the Customer Service functionality offered through CRM 2015 Service Level Agreements (SLAs) and Enhanced SLAs. Learn the difference between standard and enhanced SLAs, and understand when and how to apply the correct type in order to define the level of service or support your organization agrees to offer your customers. We will cover how to set up and configure SLAs with KPIs, entitlements, timer pause/resume, success actions, and more! Come away with the best practices you need to better manage your cases and Service Key Performance Indicators (KPIs) through SLAs and Enhanced SLAs.

Diving Deeper with Business Rules

View on-demand webinar

Microsoft Dynamics CRM 2015 takes the Business Rules introduced in CRM 2013 and makes them even more useful. Join this session to learn the following:

  • Learn how to handle more complex scenarios using IF/ELSE logic
  • See how Business Rules can be made to work from both the client and server
  • Watch it all work in real time without writing a single line of code

For those just starting with Microsoft Dynamics CRM 2015 this will be an opportunity to see what can be accomplished with the out of the box tools while those upgrading from earlier versions can see where existing customizations could be eliminated using native functionality.

Doing More with Microsoft Dynamics Marketing and Social Listening

View on-demand webinar

Microsoft Dynamics Marketing (MDM) and Microsoft Social Listening are both solutions that extend the marketing capability of Microsoft Dynamics CRM. With an overview and live demonstration of each solution, we’ll point out the integration points with Microsoft Dynamics CRM and how MDM and social listening data is surfaced in CRM and used by various roles. Also, you’ll find out what’s been added in the most recent releases. Even if you’ve seen MDM and Social Listening before, it’s time to take another look!

Enhanced Business Processes

View on-demand webinar

Microsoft Dynamics CRM 2013 introduced Business Process Flows to guide users and records through processes with capabilities to require steps, create new related records, and switch processes. In this session around Microsoft Dynamics CRM 2015 we will explore and demonstrate the enhancements that allow for branching the stage dynamically based on data and scenarios, the ability returning to multiple entities in the process, and more! The process editor has also been enhanced and streamlined for the creation and editing of Process Flows. Watch to learn how!

Interoperability Updates with Outlook

View on-demand webinar

Dynamics CRM 2015 introduces better ways for you to administer Outlook and Dynamics CRM together. Join this session to understand the new configuration wizard, synchronization enhancements including field level sync, OAuth and enhanced error messaging capabilities. This session will particularly be geared for CRM Administrators or the CRM Project Owner within your organization.

Serving Up More With Product Families

View on-demand webinar

With Microsoft Dynamics CRM 2015 you will find improved sales experiences by using "Product Families" for upsell, cross-sell, accessories, and substitutes. Learn more about the product lifecycle and product family hierarchy to organize your catalog. Additionally, customize product properties and families to fit your business needs; it's "all in the family," so to speak!

Taking the Leap - CRM 2011 to 2015 Upgrade Best Practices

View on-demand webinar

Are you ready? After this session, you'll be ready with the knowledge you need to take the leap into Microsoft Dynamics CRM 2015. Join CRMUG Subject Matter Experts as they showcase real-life guidance and upgrade best practices when converting your Dynamics CRM 2011 environment right to CRM 2015. This one hour session will feature tips, tricks, and best practices with ample time for discussion and Q&A.

Updates for Mobility

View on-demand webinar

In this session we will discuss the new mobile features in the Microsoft Dynamics CRM 2015 Mobile apps. Explore mobile dashboards, offline record creation, Cortana voice integration, and mobile web resources.

User Experience Upgrades

View on-demand webinar

This combined demo and case study session will review over 15 upgrades that have been made to the user experience in CRM 2015 since CRM 2011. It is targeted to users (Managers, Sales Reps, Customer Service, Marketers and CRM Administrators) that are using CRM 2011 or CRM 2013 and are considering the upgrade – or who recently upgraded to CRM 2015. The session will focus on a demo of the features and practical case studies of how they are utilized to boost productivity, ease-of-use, adoption, and team performance. The session will not review the “how to” of configuring these features – but we also provide ample time for Q&A towards the end of the webinar.

Visual Hierarchy and Field Level Security Best Practices

View on-demand webinar

Get to know the new hierarchy functionality in Microsoft Dynamics CRM 2015. Hierarchy visualization will make it easy for users to see the relationship between record. Hierarchical security will simplify complex security scenarios by making it easy to roll up security access based on functional or organization hierarchy. In this session we will dig into these new features and discuss best practices for effectively deploying them in your CRM environment.

What’s New with Advanced Find, Charts, and Dashboards

View on-demand webinar

With new features introduced in Microsoft Dynamics CRM 2015 also comes new ways to visualize and consume your CRM data. This is particularly true for those of you still using Microsoft Dynamics CRM 2011. This session will highlight the new features and show you the "how" in what you can do with Advanced Find, Charts, and Dashboards in Microsoft Dynamics CRM 2015. Please join us for the demo oriented and best practices session.

Ask The Experts Customization and Development Panel

View on-demand webinar

Let's finish our CRMUG Get2Know CRM 2015 Series with one of two "Ask the Expert" sessions which will feature CRM Subject Matter Experts who will share their top tips and best practices in extending and developing with Microsoft Dynamics CRM 2015, the most recent SDK, or other customization enhancements that can be used. In addition to their guidance, the other half of the session will be dedicated to interactive Q&A with this expert panel. Don't miss out on this healthy dialogue and guidance as you pursue your use of Microsoft Dynamics CRM 2015.

Ask The Experts What’s New for User Adoption Panel

View on-demand webinar

Let's finish our CRMUG Get2Know CRM 2015 Series with one of two "Ask the Expert" sessions which will feature CRM Subject Matter Experts who will share their top tips and best practices in ensuring user adoption success. With many user experience upgrades in Microsoft Dynamics CRM 2015, learn how some of these features can increase adoption throughout the organization. In addition to their guidance, the other half of the session will be dedicated to interactive Q&A with this expert panel. Don't miss out on this healthy dialogue and guidance as you pursue your use of Microsoft Dynamics CRM 2015.

#UpgradesandUpdates #UserAdoption #SpecialInterestGroup #CRM2015 #Admin #Admin #Technical #DataManagement #Marketing #CustomerService #WebinarRecording #Mobile #Admin #DeploymentandImplementation #BIandReporting #Sales