Adopt2Win will help you achieve success with your CRM implementation.

On this site you will find information and tools developed to guide you to success with your team's adoption of CRM. By engaging with us on your CRM journey, you’ll have access to resources as you determine the best way to utilize CRM, introduce CRM to your organization and continue leveraging CRM for maximum benefit. If you are already a subscriber, you can log in above and check the latest information. If you would like to subscribe, please click the Get Started button to begin.

Recent

Using Auditing

In this video we demonstrate the 3 levels of control related to auditing. We also demonstrate the Audit View and Audit Summary features.

Length: (8:44)View this Video

Customization Toolkit Overview

In this video we demonstrate the 3 levels of control related to auditing. We also demonstrate the Audit View and Audit Summary features.

Length: (15:00)View this Video

Creating a User Adoption Dashboard

This video goes through the process of creating a User Adoption Dashboard in Dynamics CRM 2011. The video explains the approach to building a dashboard in CRM 2011 and how the related charts and views make the dashboard present the data that you want.

Length: (12:33)View this Video

Keeping on top of your Pipeline

This video provides an overview of how to automatically send an email reminder every time an open opportunity goes 14 or more days without being updated or modified. This is a best practice for sales teams and management that want to make sure they are on top of their pipeline.

Length: (14:47)View this Video

Using Mobile Express

How to set up, configure and use Mobile Express on your phone and other mobile devices.

Length: (6:19)View this Video

Account Management with Custom Activities

In this video we use the Custom Activity Entity to create a solution for management the Account Review cycle.

Length: (14:47)View this Video

Featured

Data Importing

Best Practices for setting up your data for import
Using the data import tool in Dynamics CRM 2011
Using the Data Management tools to check the results of your import

Length: (12:33)View this Video

Creating Custom Entities

This video provides an overview of how to extend Dynamics CRM 2011 to include additional functionality or business processes. In this overview we show how you can add a custom entity to track Samples that you want to send out to customers.

Length: (13:07)View this Video