Videos – Microsoft CRM

Downloads

Documentation

Videos

Select CRM: Salesforce | Oracle CRM | Microsoft Dynamics CRM | NetSuite | SugarCRM

To download videos, right-click the Download link and select “Save Link As.”

1. Introduction
1.1 Riva CRM Integration for Microsoft Exchange	16:12	View
1.2 Riva CRM Integration for Novell GroupWise	20:19	View
1.3 Riva Live – CRM integration in the cloud		More
1.4 Riva comparison with Outlook plug-ins		More
2. Set-up and configuration
2.1 Review Riva system requirements		More
2.2 Configure your Microsoft Exchange connection	02:20	View
2.3 Configure your Microsoft Dynamics CRM connection	02:20	View	Download
2.4 Request a Riva licence	03:23	View	Download
2.5 Configure contact synchronization	08:56	View	Download
2.6 Configure calendar synchronization	06:56	View	Download
2.7 Configure Riva’s advanced synchronization options	04:37	View	Download
2.8 Configure Riva AssignTo folders for email archiving	05:41	View	Download
2.9 Configure Riva SmartConvert folders	08:50	View	Download
3. Working with Microsoft Dynamics CRM
3.1 How to sync contacts (with categories)	07:53	View	Download
3.2 How to sync contacts (without categories)	08:07	View	Download
3.3 How to sync calendar data (with categories)	16:59	View	Download
3.4 How to sync calendar data (without categories)	19:46	View	Download
3.5 How to archive emails to Microsoft Dynamics CRM	30:01	View	Download
3.6 How to archive emails to existing opportunities, cases and quotes	16:59	View	Download
3.7 How to manage opportunities, cases and quotes in Outlook	11:29	View	Download
3.8 Riva SmartConvert – Convert emails into new CRM opportunities	08:19	View	Download
4. Next steps
4.1 Download Riva for Microsoft Dynamics CRM		More
4.2 Documentation		More
4.3 Pricing		More
4.4 Contact information		More