Looking for help for the CRM product family

Whether you’re an administrator, a developer or a daily user, here’s a collection of links to help for Dynamics CRM, Dynamics Marketing and Social Listening!

Microsoft Dynamics CRM

Visit the CRM Help Center for easy access to CRM product information.

 

BEFORE THE SALE

  • CRM Overview website – Learn about the benefits and features of Microsoft Dynamics CRM, see what’s new and on the horizon, watch videos about customer success stories, or take a test drive.  
  • Take the CRM Test Drive – See CRM in action with a quick and easy demo of sales, service, and mobile features.

PREPARING TO UPDATE

  • Get Ready for the next release – Quickly access links to the info you need to prepare for the update. In one place, find out what’s changed, pricing and licensing details, impacts on customizers and developers, and how to get ready. 
  • CRM Online Subscription Guide – Find out how to use the Office 365 admin portal to get an organization ready to update. Plan for the update, add and register users, assign security roles, import data, and send email to invite users.
  • CRM Implementation Guide – Get detailed info to install, configure, customize, and maintain CRM (on-prem) and CRM Online. For IT pros and CRM admins.

TRAINING & ADOPTION

USING MICROSOFT DYNAMICS CRM

  • Customer Center – Head to this central location for all the eBooks, videos, and Help topics you need to get the most out of the system.
  • In-product Help Click the ? in the upper-right corner of any Help page.
  • CRM eBooks - Check out these short, visual guides to key areas, including CRM basics, what’s changed in the new version, business processes, and more.
  • CRM videos – Watch short videos (two minutes or less) to get started with dashboards and contacts, and to learn about the new navigation model. Find more videos on the Microsoft Dynamics CRM channel on YouTube.

CUSTOMIZATION & DEVELOPMENT

BLOGs & COMMUNITY

Microsoft Dynamics Marketing

Visit the Marketing Help Center for easy access to product information for Microsoft Dynamics Marketing.

 

ADMINISTERING MICROSOFT DYNAMICS MARKETING

  • Setup & Administration – Find information on configuring the system, configure the system, and how to set up a connection to CRM.

USING MICROSOFT DYNAMICS MARKETING

CUSTOMIZATION & DEVELOPMENT

  • Developer Center – Get the info you need to use the APIs to create external entities or to manage lists for transactional emails.
  • Microsoft Dynamics Marketing SDK – Download all the SDK docs in the MSDN library. The download package includes assemblies, sample code, and other resources required for development.

Microsoft Social Listening

Visit the Social Listening Help Center for easy access to product information about Microsoft Social Listening.

 

USING MICROSOFT SOCIAL LISTENING

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MORE TIPS

  • Use Bing and other search engines to find publicly available content. For best results, include the words CRM Online, CRM 2013, or CRM 2015 in your search.
  • Search for Microsoft Dynamics CRM on social media:
             

WE VALUE YOUR FEEDBACK!

  • Microsoft Connect – Use this website to send us feedback about Microsoft Dynamics products.
  • Documentation Feedback – Let us know how we’re doing. Use the feedback link at the bottom of our Help topics to send us email any time.
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