Resources for Outlook and Excel for the End User

When Gretchen Opferkew and I were given the privilege of presenting Outlook and Excel for the End User at the CRMUG Regional Conferences in Dallas and Minneapolis, we knew that we couldn't possibly fit all of our favorite tips and tricks into one hour. So, in the hopes of leaving users inspired and equipped, we compiled this list of helpful resources to tide them over until Summit 2014. 


Working with Outlook and CRM
An Overview of Tracking records in CRM through Outlook
Maximizing the use of the Outlook Client
Conditional Formatting Emails
Synchronization vs. Tracking

See you at Summit! These classes at CRMUG Summit on October will help you dive even deeper in Outlook and Excel for CRM. 

A Beginners Guide to Outlook Client Administration
The End User's Deep Dive into Excel & Outlook Mastery
Outlook Client Troubleshooting with Dynamics CRM
Techie Talk: SharePoint, Outlook, and Excel - Oh My!
Adoption Leveraging Microsoft Outlook & Excel


For many users, Excel is intimidating and too reminiscent of high school algebra. Fortunately with a bit of practice and a few helpful resources, any user can learn to benefit from this powerhouse tool:

Getting Started with Excel
Groups and Subtotals in Excel
Conditional Formatting in Excel
Filter Data in Excel
Simply Mathematical Formulas in Excel
How to create a Power View report in Excel with CRM Data
Training courses for Excel 2013 from Microsoft
Mass Editing CRM Data in Excel

Shameless Plug: If you are looking for more on these topics I hope to see you in my sessions at Summit 2014 

Excel Essentials for the CRM Administrator
In this session, we will be walking through the essentials excel skills that any CRM Admin or Power User should have.
Creative Excel Use in xRM Deployments
In this course, we will be diving into the many out of the box opportunities when Excel is pared creatively with CRM. (Those who are just getting into Excel are encouraged to attend Excel Essentials for the CRM Administrator prior to this session)

Britta Rekstad

Britta spent several years as a Systems Administrator and Consultant in the Financial Services Industry focusing on configuration, training and automation. Currently she works with Microsoft Partners and Customer Organizations to provide training, documentation and oversight on system design.

She was awarded the Microsoft MVP award in 2015, 2016 & 2017 for her contributions to the Dynamics CRM Community. She carries out her passion for empowering systems administrations, budding consultants and university students through presenting, mentoring and guiding programming and events.