To make it easier to create jour own training materials for Microsoft Dynamics CRM 2013, links are available on the Microsoft Customer Center site to several editable eBook and help files that you can customize any way you like. There’s also video material available.
Start working in CRM
Gives a quick overview of CRM basics, including how to work with contacts, accounts, leads, opportunities, and cases. Designed for first-time users of Microsoft Dynamics CRM.
What’s changed in CRM 2013?
Shows where things have changed in the new user interface. Great for users who are familiar with previous versions of CRM, who want to get up and running quickly with CRM 2013.
Bring in your contacts
Shows how to use a wizard to import contacts from an email program, your phone, or a spreadsheet.
Provides a good intro to business processes, which help you follow consistent steps when you work with customers.
Change a business process
By walking you through an example, explains how to use the business process editor to add a stage and steps to a business process. Intended for CRM admins or managers who want to learn how to adapt a business process to match the way your organization does things.
Quick reference card for customer service reps
In an easy-to-read format, shows how to create, edit, and resolve service cases.
Microsoft Dynamics CRM User Guide
Includes all the help topics published on the Microsoft Dynamics CRM 2013 Customer Center. Copy, paste, and edit text and procedures as needed.
Read more on the Customer Center site.