getting started with microsoft crm xrm4legal 2015 update 1
TRANSCRIPT
![Page 1: Getting Started with Microsoft CRM xRM4Legal 2015 Update 1](https://reader030.vdocuments.us/reader030/viewer/2022032503/55bee233bb61eb1c6b8b461b/html5/thumbnails/1.jpg)
Here are some tips to help you get started with common tasks.
![Page 2: Getting Started with Microsoft CRM xRM4Legal 2015 Update 1](https://reader030.vdocuments.us/reader030/viewer/2022032503/55bee233bb61eb1c6b8b461b/html5/thumbnails/2.jpg)
Welcome to Microsoft CRM/xRM4Legal 2015
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![Page 3: Getting Started with Microsoft CRM xRM4Legal 2015 Update 1](https://reader030.vdocuments.us/reader030/viewer/2022032503/55bee233bb61eb1c6b8b461b/html5/thumbnails/3.jpg)
Using the nav bar
![Page 4: Getting Started with Microsoft CRM xRM4Legal 2015 Update 1](https://reader030.vdocuments.us/reader030/viewer/2022032503/55bee233bb61eb1c6b8b461b/html5/thumbnails/4.jpg)
Select your xRM4Legal work area
![Page 5: Getting Started with Microsoft CRM xRM4Legal 2015 Update 1](https://reader030.vdocuments.us/reader030/viewer/2022032503/55bee233bb61eb1c6b8b461b/html5/thumbnails/5.jpg)
Checkout your dashboards
![Page 6: Getting Started with Microsoft CRM xRM4Legal 2015 Update 1](https://reader030.vdocuments.us/reader030/viewer/2022032503/55bee233bb61eb1c6b8b461b/html5/thumbnails/6.jpg)
Look for records
![Page 7: Getting Started with Microsoft CRM xRM4Legal 2015 Update 1](https://reader030.vdocuments.us/reader030/viewer/2022032503/55bee233bb61eb1c6b8b461b/html5/thumbnails/7.jpg)
Find your contacts
![Page 8: Getting Started with Microsoft CRM xRM4Legal 2015 Update 1](https://reader030.vdocuments.us/reader030/viewer/2022032503/55bee233bb61eb1c6b8b461b/html5/thumbnails/8.jpg)
View your contacts in a list
![Page 9: Getting Started with Microsoft CRM xRM4Legal 2015 Update 1](https://reader030.vdocuments.us/reader030/viewer/2022032503/55bee233bb61eb1c6b8b461b/html5/thumbnails/9.jpg)
See more contact details
![Page 10: Getting Started with Microsoft CRM xRM4Legal 2015 Update 1](https://reader030.vdocuments.us/reader030/viewer/2022032503/55bee233bb61eb1c6b8b461b/html5/thumbnails/10.jpg)
Click or tap to connect
![Page 11: Getting Started with Microsoft CRM xRM4Legal 2015 Update 1](https://reader030.vdocuments.us/reader030/viewer/2022032503/55bee233bb61eb1c6b8b461b/html5/thumbnails/11.jpg)
Add notes about a contact
![Page 12: Getting Started with Microsoft CRM xRM4Legal 2015 Update 1](https://reader030.vdocuments.us/reader030/viewer/2022032503/55bee233bb61eb1c6b8b461b/html5/thumbnails/12.jpg)
Create a new business intake
![Page 13: Getting Started with Microsoft CRM xRM4Legal 2015 Update 1](https://reader030.vdocuments.us/reader030/viewer/2022032503/55bee233bb61eb1c6b8b461b/html5/thumbnails/13.jpg)
Enter new business intake details
![Page 14: Getting Started with Microsoft CRM xRM4Legal 2015 Update 1](https://reader030.vdocuments.us/reader030/viewer/2022032503/55bee233bb61eb1c6b8b461b/html5/thumbnails/14.jpg)
Find organization clients
![Page 15: Getting Started with Microsoft CRM xRM4Legal 2015 Update 1](https://reader030.vdocuments.us/reader030/viewer/2022032503/55bee233bb61eb1c6b8b461b/html5/thumbnails/15.jpg)
View organizations in a list
![Page 16: Getting Started with Microsoft CRM xRM4Legal 2015 Update 1](https://reader030.vdocuments.us/reader030/viewer/2022032503/55bee233bb61eb1c6b8b461b/html5/thumbnails/16.jpg)
See more organization details
![Page 17: Getting Started with Microsoft CRM xRM4Legal 2015 Update 1](https://reader030.vdocuments.us/reader030/viewer/2022032503/55bee233bb61eb1c6b8b461b/html5/thumbnails/17.jpg)
Add a contact to an organization
![Page 18: Getting Started with Microsoft CRM xRM4Legal 2015 Update 1](https://reader030.vdocuments.us/reader030/viewer/2022032503/55bee233bb61eb1c6b8b461b/html5/thumbnails/18.jpg)
Pick up where you left off
![Page 19: Getting Started with Microsoft CRM xRM4Legal 2015 Update 1](https://reader030.vdocuments.us/reader030/viewer/2022032503/55bee233bb61eb1c6b8b461b/html5/thumbnails/19.jpg)
Find your events
![Page 20: Getting Started with Microsoft CRM xRM4Legal 2015 Update 1](https://reader030.vdocuments.us/reader030/viewer/2022032503/55bee233bb61eb1c6b8b461b/html5/thumbnails/20.jpg)
View your events in a list
![Page 21: Getting Started with Microsoft CRM xRM4Legal 2015 Update 1](https://reader030.vdocuments.us/reader030/viewer/2022032503/55bee233bb61eb1c6b8b461b/html5/thumbnails/21.jpg)
See more event details
![Page 22: Getting Started with Microsoft CRM xRM4Legal 2015 Update 1](https://reader030.vdocuments.us/reader030/viewer/2022032503/55bee233bb61eb1c6b8b461b/html5/thumbnails/22.jpg)
View your opportunities
![Page 23: Getting Started with Microsoft CRM xRM4Legal 2015 Update 1](https://reader030.vdocuments.us/reader030/viewer/2022032503/55bee233bb61eb1c6b8b461b/html5/thumbnails/23.jpg)
View opportunities in a list
![Page 24: Getting Started with Microsoft CRM xRM4Legal 2015 Update 1](https://reader030.vdocuments.us/reader030/viewer/2022032503/55bee233bb61eb1c6b8b461b/html5/thumbnails/24.jpg)
View cases in a list
![Page 25: Getting Started with Microsoft CRM xRM4Legal 2015 Update 1](https://reader030.vdocuments.us/reader030/viewer/2022032503/55bee233bb61eb1c6b8b461b/html5/thumbnails/25.jpg)
Thank you!
www.xRM4Legal.com