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Videos uploaded by user “David Blumentals”
Microsoft Dynamics CRM 2011 Queues
 
03:08
A great Microsoft video on managing queues in CRM 2011
Views: 3472 David Blumentals
Outlook Client & Exchange Sync in Microsoft Dynamics CRM 2013
 
16:30
A bottleneck no more. In this session, Microsoft help you see how improvements in the Outlook Client, in the new server-side synchronization capabilities will make CRM 2013 and Outlook sync transparent to your end users.
Views: 7545 David Blumentals
Microsoft Dynamics CRM 2011 Contacts
 
02:05
A great Microsoft video on managing contacts in CRM 2011
Views: 4447 David Blumentals
Service Management in Microsoft Dynamics CRM 2015
 
02:04
Another great education video from Microsoft on Dynamics CRM 2015...
Views: 3250 David Blumentals
Enterprise Matter Management Powered by Microsoft Dynamics CRM 2011
 
14:29
More than just Client Relationship Management (CRM), XRM offers law firms and legal departments the opportunity to leverage the latest in Microsoft Business Solutions -- Microsoft Dynamics CRM, Microsoft Office 2010 and Microsoft SharePoint.
Views: 256 David Blumentals
Microsoft Dynamics CRM 2011 Contracts
 
02:19
A great Microsoft video on managing contracts in CRM 2011
Views: 3328 David Blumentals
Lesson 3 Comparing Documents with the Legal Blackline Option
 
01:40
Microsoft Dynamics CRM-xRM4Legal lets us take advantage of native, built-in SharePoint document management functionality -- all without having to leave the familiar Outlook user interface. Enhanced integration with harmon.ie helps us manage documents more efficiently, streamline business processes and improve overall user experience and productivity. It also enforces the "one stop shop" for managing all our Organization, Matter, Email and Document records in one place.
Views: 855 David Blumentals
Enterprise Case Management from Microsoft CRM xRM4Legal Part 1
 
13:26
The Microsoft Dynamics CRM-xRM4Legal platform is a powerful tool that leverages a firm's existing Microsoft-based technology environment -- Windows, SQL Server and Microsoft Office -- to deliver a system that is highly functional, easy-to-use (and customize) and very affordable. This demonstration highlights key functional requirements and capabilities provided by Microsoft CRM-xRM4Legal. These can be summarized as managing case records, assigning (lawyer) attorneys to work on cases, creating booking-billing events, reporting on these events, adding expenses, creating an invoice, printing an invoice and showing the status of invoices. Along the way we will see how we can enter hourly rates, record invoice descriptions, approve an invoice and leave an invoice on hold.
Views: 604 David Blumentals
Lesson 9 Uploading Emails Attachments and Files in harmon.ie
 
01:21
Microsoft Dynamics CRM-xRM4Legal lets us take advantage of native, built-in SharePoint document management functionality -- all without having to leave the familiar Outlook user interface. Enhanced integration with harmon.ie helps us manage documents more efficiently, streamline business processes and improve overall user experience and productivity. It also enforces the "one stop shop" for managing all our Organization, Matter, Email and Document records in one place.
Views: 180 David Blumentals
Quick Start Guide to Accessing Social Insights and Connections in Microsoft CRM
 
04:20
Quick Start Guide to Accessing Social Insights and Connections in Microsoft CRM
Views: 258 David Blumentals
Microsoft Dynamics CRM 2013 -- Application New features
 
01:12:06
A great presentation from Microsoft on the new application features of Dynamics CRM 2013
Views: 10432 David Blumentals
VARCentral Helping VARs Sell More Part 1 Front End Website
 
03:31
VARCentral is the platform you need to help your IT business grow...by increasing sales, improving customer retention, accelerating innovation, reducing IT costs. Powered by ePages, VARCentral is more than just about eCommerce. As a new and innovative marketing and sales solution for IT Resellers, VARCentral offers the most complete set of solutions for both B2B and B2C eCommerce, creating opportunities to sell via portals like eBay while making the most from social networking sites, blogs, forums and a variety of secure payment options.
Views: 83 David Blumentals
Lesson 10 Sending Document Links and Attachments Using harmon.ie
 
01:31
Microsoft Dynamics CRM-xRM4Legal lets us take advantage of native, built-in SharePoint document management functionality -- all without having to leave the familiar Outlook user interface. Enhanced integration with harmon.ie helps us manage documents more efficiently, streamline business processes and improve overall user experience and productivity. It also enforces the "one stop shop" for managing all our Organization, Matter, Email and Document records in one place.
Views: 136 David Blumentals
Microsoft Dynamics CRM 2013 - Business Rules!
 
09:16
A great presentation from Microsoft on the benefits of Dynamics CRM 2013
Views: 3050 David Blumentals
xRM4Legal 2014 Document Management Part 1
 
07:26
xRM4Legal 2014 represents dozens of legal CRM implementations around the world and over 250 unique legal CRM customizations. Microsoft Dynamics CRM now has over 4 million users, 40,000+ firms. It can be deployed in just a few days to deliver a centralized firm-wide database of contacts to support effective marketing and business development while extending to the latest in legal project management – time, billing and docketing – as well as document management and automation. The benefits are more functionality, faster and cheaper!
Views: 73 David Blumentals
Predictive Email Management with NetDocuments Webinar 18 February 2016
 
29:27
So why bother with email management? A few stats here notably that the average business email user sends/receives 120 messages p/day. Also worth noting that 72% of firms have no policy for deleting / purging emails left in inboxes (which leads to hugely unmanageable email folders and slow Outlook/PC performance). It also contributes to the 20% of every working day wasted searching for information. Almost half (48%) of firms say managing large email inboxes is their #1 email challenge. Getting control over email management is therefore incredibly important for both governance and eDiscovery. Where NetDocs Email Management helps incredibly is by automating filing and categorisation of emails based on predictive technology. The end result is seamless integration with Outlook with auto-filing, storage and the important ability to search and retrieve email communications on demand – no more wasting time looking for information. So familiar Outlook interface, easy to use, quick to learn; Simple navigation; Improved Compliance; and Increased productivity!
Views: 757 David Blumentals
Lesson 4 Sending a Shortcut via Email
 
01:14
Microsoft Dynamics CRM-xRM4Legal lets us take advantage of native, built-in SharePoint document management functionality -- all without having to leave the familiar Outlook user interface. Enhanced integration with harmon.ie helps us manage documents more efficiently, streamline business processes and improve overall user experience and productivity. It also enforces the "one stop shop" for managing all our Organization, Matter, Email and Document records in one place.
Views: 1413 David Blumentals
Microsoft Dynamics CRM Deployment, Application and Customization – Technical Training
 
01:00:55
Many Microsoft partners have found success driving revenue and delivering solutions with Office 365. Partners have built profitable service portfolios by selling, implementing, and creating value-added services for Office 365. But there are many additional opportunities from Microsoft which enable Office 365 partners to elevate productivity for their customers. Microsoft Dynamics CRM Online is such an opportunity. Dynamics CRM Online is a customer relationship management solution which allows your customers to track relationships and interactions, automate business processes and gain valuable insights into their own customers. Capabilities include Sales Force Automation, Marketing Automation, Customer Service and Social Media Insight. O365 and CRM Online give customers an incredible solution and partners a fantastic new offering. Adding CRM Online to O365 lets customers cut through the clutter—to zero in and easily identify what they need to do next. It lets them find a relevant way to connect with their customer so they can win faster. And lets them collaborate with people, find, and access the information they need to ultimately sell more and grow their business. By adding CRM Online, you elevate the discussion to business solutions. Plus, in addition to sales, Dynamics CRM has great solutions across marketing, customer service, and social listening & engagement. xRM extends this to industry-specific solutions. In this technical training we introduce Dicker Data reseller partners to key CRM concepts including Deployment including Solution import, Settings and Personal Options; Customization and configuration; Data import; CRM for Outlook and mobile access; Reports and dashboards and Introduction to business rules and processes.
Views: 2999 David Blumentals
Microsoft Dynamics CRM 2011 Accounts/Companies/Organizations
 
01:40
A great Microsoft video on managing accounts/companies/organisations in CRM 2011
Views: 7711 David Blumentals
xRM4Legal 2014 Time, Billing & Docketing Part 2 Outlook Time Tracking
 
06:49
xRM4Legal 2014 represents dozens of legal CRM implementations around the world and over 250 unique legal CRM customizations. Microsoft Dynamics CRM now has over 4 million users, 40,000+ firms. It can be deployed in just a few days to deliver a centralized firm-wide database of contacts to support effective marketing and business development while extending to the latest in legal project management – time, billing and docketing. The benefits are more functionality, faster and cheaper!
Views: 137 David Blumentals
Enterprise Case Management from Microsoft CRM xRM4Legal Part 2
 
07:49
The Microsoft Dynamics CRM-xRM4Legal platform is a powerful tool that leverages a firm's existing Microsoft-based technology environment -- Windows, SQL Server and Microsoft Office -- to deliver a system that is highly functional, easy-to-use (and customize) and very affordable. This demonstration highlights key functional requirements and capabilities provided by Microsoft CRM-xRM4Legal. These can be summarized as managing case records, assigning (lawyer) attorneys to work on cases, creating booking-billing events, reporting on these events, adding expenses, creating an invoice, printing an invoice and showing the status of invoices. Along the way we will see how we can enter hourly rates, record invoice descriptions, approve an invoice and leave an invoice on hold.
Views: 246 David Blumentals
Getting Started with Microsoft Dynamics CRM
 
02:17
Another great education video from Microsoft on Dynamics CRM 2015...
Views: 2575 David Blumentals
Lesson 8 Tracking an Email Against a Matter in CRM
 
01:33
Microsoft Dynamics CRM-xRM4Legal lets us take advantage of native, built-in SharePoint document management functionality -- all without having to leave the familiar Outlook user interface. Enhanced integration with harmon.ie helps us manage documents more efficiently, streamline business processes and improve overall user experience and productivity. It also enforces the "one stop shop" for managing all our Organization, Matter, Email and Document records in one place.
Views: 60 David Blumentals
New Navigation in Dynamics CRM 2015
 
01:04
Another great education video from Microsoft on Dynamics CRM 2015...
Views: 2005 David Blumentals
xRM4Legal 2013 Demonstration Part 1
 
12:32
Welcome to this demonstration of xRM4Legal 2013, the latest version of legal CRM powered by Microsoft Dynamics. xRM4Legal 2013 represents the culmination of dozens of legal (and other) CRM implementations around the world. Best practice experiences have been applied to form and list view design -- also content in terms of Opportunity and Bid Management; New Client - Matter Inception; Expertise - Experience Management (Employment and Education History); Client Plans; Expense Management; Language Management and Email Marketing and Event Management.
Views: 477 David Blumentals
xRM4Legal for Microsoft Dynamics CRM 2013
 
15:15
xRM4Legal 2014 represents dozens of legal CRM implementations around the world and over 220 unique legal CRM customizations. Microsoft Dynamics CRM now has over 4 million users, 35,000+ firms. It can be deployed in just a few days to deliver a comprehensive firm-wide database of contacts to support effective marketing list, event, key account, cross sell and referral management.
Views: 887 David Blumentals
Using Quick Create in Dynamics CRM 2015
 
00:48
Another great education video from Microsoft on Dynamics CRM 2015...
Views: 1107 David Blumentals
Create, Reactivate and Reassign a Case using Microsoft Dynamics CRM
 
01:48
Another great education video from Microsoft on Dynamics CRM 2015...
Views: 970 David Blumentals
Get Back to Most Recently Viewed Records
 
00:33
Another great education video from Microsoft on Dynamics CRM 2015...
Views: 827 David Blumentals
Microsoft Dynamics CRM 2011 Workflows and Dialogs
 
02:46
A great Microsoft video on managing workflows and dialogs in CRM 2011
Views: 3465 David Blumentals
Microsoft Dynamics CRM 2013 Makes Business Personal
 
15:05
A great presentation from Microsoft on the benefits of Dynamics CRM 2013
Views: 655 David Blumentals
Lesson 1 Viewing a List of Recent Documents
 
01:08
Microsoft Dynamics CRM-xRM4Legal lets us take advantage of native, built-in SharePoint document management functionality -- all without having to leave the familiar Outlook user interface. Enhanced integration with harmon.ie helps us manage documents more efficiently, streamline business processes and improve overall user experience and productivity. It also enforces the "one stop shop" for managing all our Organization, Matter, Email and Document records in one place.
Views: 161 David Blumentals
Enterprise Case Management from Microsoft CRM xRM4Legal Part 3
 
07:18
The Microsoft Dynamics CRM-xRM4Legal platform is a powerful tool that leverages a firm's existing Microsoft-based technology environment -- Microsoft Windows, SQL Server and Microsoft Office -- to deliver a system that is highly functional, easy-to-use (and customize) and very affordable. This demonstration highlights key functional requirements and capabilities provided by Microsoft CRM-xRM4Legal. These can be summarized as managing case records, assigning (lawyer) attorneys to work on cases, creating booking-billing events, reporting on these events, adding expenses, creating an invoice, printing an invoice and showing the status of invoices. Along the way we will see how we can enter hourly rates, record invoice descriptions, approve an invoice and leave an invoice on hold.
Views: 191 David Blumentals
xRM4Legal 2014 Time, Billing & Docketing Part 1 Introduction
 
09:19
xRM4Legal 2014 represents dozens of legal CRM implementations around the world and over 250 unique legal CRM customizations. Microsoft Dynamics CRM now has over 4 million users, 40,000+ firms. It can be deployed in just a few days to deliver a centralized firm-wide database of contacts to support effective marketing and business development while extending to the latest in legal project management – time, billing and docketing. The benefits are more functionality, faster and cheaper!
Views: 174 David Blumentals
VARCentral Helping VARs Sell More Part 3 Administration Backoffice
 
11:18
VARCentral is the platform you need to help your IT business grow...by increasing sales, improving customer retention, accelerating innovation, reducing IT costs. Powered by ePages, VARCentral is more than just about eCommerce. As a new and innovative marketing and sales solution for IT Resellers, VARCentral offers the most complete set of solutions for both B2B and B2C eCommerce, creating opportunities to sell via portals like eBay while making the most from social networking sites, blogs, forums and a variety of secure payment options.
Views: 75 David Blumentals
xRM4Legal Part 2 Demonstration Scenarios Using Microsoft Outlook
 
12:22
Welcome to this Part 2 demonstration of xRM4Legal, powered by Microsoft Dynamics CRM 2011. So here we are looking at the Microsoft Outlook client. One of the big benefits of xRM4Legal is the ability to provide a familiar experience to our users -- and that is Microsoft Outlook -- the same system used every day for sending emails, creating contacts, scheduling appointments and managing tasks.
Views: 124 David Blumentals
xRM4Legal 2014 Part 1 - Introduction
 
08:01
xRM4Legal 2014 represents dozens of legal CRM implementations around the world and over 250 unique legal CRM customizations. Microsoft Dynamics CRM now has over 4 million users, 40,000+ firms. It can be deployed in just a few days to deliver a comprehensive firm-wide database of contacts to support effective marketing list, event, key account, cross sell and referral management. The benefits are more functionality, faster and cheaper!
Views: 117 David Blumentals
Quick Start Guide for Adding Records to Microsoft CRM
 
05:35
Quick Start Guide for Adding Records to Microsoft CRM
Views: 104 David Blumentals
xRM4Legal Part 1 Dashboards Clients Contacts & Opportunities
 
14:32
Powered by Microsoft Dynamics CRM 2011, xRM4Legal is more than just marketing and Client Relationship Management (CRM). As a new and innovative marketing and business development solution for law firms and other professional services organizations, xRM4Legal offers the most complete set of solutions for marketing, business development and Enterprise Matter Management. Our comprehensive platform includes Web, E-mail communications, relationship and contact management, social CRM, analytics and SharePoint solutions. xRM4Legal is backed by a national and international team of professional services industry specialists providing design, consulting, technology, implementation, training and ongoing support services.
Views: 353 David Blumentals
xRM4Legal 2014 Time, Billing & Docketing Part 4 Time Manager
 
05:48
xRM4Legal 2014 represents dozens of legal CRM implementations around the world and over 250 unique legal CRM customizations. Microsoft Dynamics CRM now has over 4 million users, 40,000+ firms. It can be deployed in just a few days to deliver a centralized firm-wide database of contacts to support effective marketing and business development while extending to the latest in legal project management – time, billing and docketing. The benefits are more functionality, faster and cheaper!
Views: 95 David Blumentals
Demonstration of Client and Matter Management for OGC
 
13:25
More than just Client Relationship Management (CRM), offers OGC the opportunity to leverage the latest in Microsoft Business Solutions -- Microsoft Dynamics CRM, Microsoft Office 2010 and Microsoft SharePoint. Importantly the platform leverages the three pillars of Law Firm-Legal Department Management -- Client Relationship Management, Practice Management (with integrated front and back office) and Document Management.
Views: 223 David Blumentals
xRM4Legal 2014 Time, Billing & Docketing Part 3 Approval and Invoicing Management
 
08:35
xRM4Legal 2014 represents dozens of legal CRM implementations around the world and over 250 unique legal CRM customizations. Microsoft Dynamics CRM now has over 4 million users, 40,000+ firms. It can be deployed in just a few days to deliver a centralized firm-wide database of contacts to support effective marketing and business development while extending to the latest in legal project management – time, billing and docketing. The benefits are more functionality, faster and cheaper!
Views: 85 David Blumentals
Thales CRM Demonstration V2
 
15:32
Thales CRM Demonstration V2
Views: 83 David Blumentals
xRM4Sports Part 1 Dashboards Sponsors People and Opportunities
 
16:26
Get started with xRM4Sports for $99 per user per month! A fully managed service for fan, member and sponsor management with integrated athlete-player administration, marketing communications, website portals, events and ticketing.
Views: 68 David Blumentals
Lesson 5 Creating a New Document Using a Quick Template
 
01:43
Microsoft Dynamics CRM-xRM4Legal lets us take advantage of native, built-in SharePoint document management functionality -- all without having to leave the familiar Outlook user interface. Enhanced integration with harmon.ie helps us manage documents more efficiently, streamline business processes and improve overall user experience and productivity. It also enforces the "one stop shop" for managing all our Organization, Matter, Email and Document records in one place.
Views: 61 David Blumentals
xRM4Legal 2014 Part 2 - PNCs Clients and Contacts
 
09:08
xRM4Legal 2014 represents dozens of legal CRM implementations around the world and over 250 unique legal CRM customizations. Microsoft Dynamics CRM now has over 4 million users, 40,000+ firms. It can be deployed in just a few days to deliver a comprehensive firm-wide database of contacts to support effective marketing list, event, key account, cross sell and referral management. The benefits are more functionality, faster and cheaper!
Views: 58 David Blumentals
Lesson 2 Checking Out a Document
 
01:13
Microsoft Dynamics CRM-xRM4Legal lets us take advantage of native, built-in SharePoint document management functionality -- all without having to leave the familiar Outlook user interface. Enhanced integration with harmon.ie helps us manage documents more efficiently, streamline business processes and improve overall user experience and productivity. It also enforces the "one stop shop" for managing all our Organization, Matter, Email and Document records in one place.
Views: 57 David Blumentals
VARCentral Helping VARs Sell More Part 2 The Customer Login
 
04:43
VARCentral is the platform you need to help your IT business grow...by increasing sales, improving customer retention, accelerating innovation, reducing IT costs. Powered by ePages, VARCentral is more than just about eCommerce. As a new and innovative marketing and sales solution for IT Resellers, VARCentral offers the most complete set of solutions for both B2B and B2C eCommerce, creating opportunities to sell via portals like eBay while making the most from social networking sites, blogs, forums and a variety of secure payment options.
Views: 54 David Blumentals
Lesson 6 Editing and Copying Documents
 
02:07
Microsoft Dynamics CRM-xRM4Legal lets us take advantage of native, built-in SharePoint document management functionality -- all without having to leave the familiar Outlook user interface. Enhanced integration with harmon.ie helps us manage documents more efficiently, streamline business processes and improve overall user experience and productivity. It also enforces the "one stop shop" for managing all our Organization, Matter, Email and Document records in one place.
Views: 51 David Blumentals
xRM4Legal 2014 Part 3 - Mailing Lists Daily Ops and Reports
 
15:59
xRM4Legal 2014 represents dozens of legal CRM implementations around the world and over 250 unique legal CRM customizations. Microsoft Dynamics CRM now has over 4 million users, 40,000+ firms. It can be deployed in just a few days to deliver a comprehensive firm-wide database of contacts to support effective marketing list, event, key account, cross sell and referral management. The benefits are more functionality, faster and cheaper!
Views: 45 David Blumentals