 My name's Nathan Montgomery and last week we went over the basic functions of the Dynamics Pro system such as entering in contacts, importing contacts and we finished up by showing you how to set up a video email. Now with video email you're going to need a YouTube account. Before we get into setting up a YouTube account, Brian wanted me to walk you through and show you how to use the calendar right inside your Dynamics Pro. So what you'll first want to do is you want to go to MyDynamics CRM.com forward slash login.aspx and then you're going to log in with your email and password for my demo purposes. I'll just put in my username. Now of course if you enter in your email address that's not working just put forgot my password and our system will send you a temporary password so you can log in. Alright so once you're logged in you'll see the calendar up the top. So you'll see it right here. And before I get into the calendar the calendar is something that is time specific. So you're meeting a client at 10 a.m. or you're checking email from this time to this time. To do isn't really time sensitive but it just has to be done that that day and these two kind of go hand in hand. So if you click on calendar and we want to go to monthly. So we want to enter in here and we're going to check voicemails and we're going to block off from 8.30 a.m. until 8.45. That's p.m. we don't want to block off out long to check voicemails. So there we go. I'm going to just assume that we're going to check this every weekday. Now if you want to do it Saturday and Sunday you can do it every day or if you're doing it Monday through Friday you just put every weekday and then we're going to select the maximum amount occurrences which is 52 and then maybe you want to color code it down here. And we don't have to link appointment to contact or deal so we're just going to go ahead and click on save. And then now it's going to go ahead and put it in your schedule daily and then maybe now you want to check emails and we're going to do that from 8.45 a.m. to 9 a.m. Again we're going to do it every weekday. 52 occurrences and we're going to use the yellow and click save. Let's just say that you accidentally messed up right there and maybe you just did it actually let me show you on this next one how to do this. Maybe from 9 to 9.30 a.m. you're going to work on active sales force. Now you'll learn this in a later module but and you're going to do this from 9 a.m. to 9.30 a.m. and let's just say you actually messed up and you put every day instead of every weekday and then you did 52 occurrences. 52 occurrences and you're going to put this as purple and then you're going to click save and you're like oh no I didn't want to do that on Saturday. Now the way that you delete this is you have to click on this open it up and then you'll see this delete all recurrences. So go ahead and click on that hit OK and then now you go back in and you could correct it. Go ahead and select my time 9 a.m. to 9.30 a.m. every weekday. 52 and save. Alright so now now you have these little chunks throughout your day already blocked out and let's just say that you go to the daily with to-dos and you want to add a to-do over here and let's just say that why you were checking your voicemail. Actually let's go ahead and say that you were checking voicemail with Kathy Allen and she left you a voicemail and she was just checking up on some things and or maybe you're maybe someone from your office say hey we got a bunch of offers that are in you need to set up a time with Kathy to to sit down with her and go over the offers. Well the good thing is you go into this to-do right here and if you click to do and you go right here to add to do to do add to do and then set up time with Kathy to review offers and the due date is November 16th received offer received three offers today call Kathy and set up time and a kind of repetitive up here but you put whatever the details are and then that's of course going to be a phone call so you're gonna call Kathy and then click save. Now the good thing is whenever you go up to your calendar and your daily to-dos you select the sixteenth and then right here on the side here's your to-do so you're gonna check voicemails from 8.30 to 8.45 then check emails from 8.45 to 9 then you're gonna work on your active sales force and then once you're done with all these you'll be like alright well what do I gotta do today when you click on this over here to the to-dos it's gonna take you right into Kathy's contact card and then once you completed this all you have to do is hit complete, save, and then you'll notice with the calendar it updates and it puts a slash to it letting you know that you've completed that to-do. So pretty easy how to set up a calendar right inside of your Dynamics Pro it's actually already set up all you have to do is learn to enter in information so you're good to go there so. Alright so that's pretty simple. Make sure you start putting in your appointments on your calendar so you start structuring your day out a little bit better Brian went over that with you a little bit and one little thing I want to let you know about the calendar before I go into the YouTube is that you may get an error when you're using your calendar and if you get an error it's because your web browser is zoomed in or out you want to make sure that when you're using your calendar that you have the zoom on one hundred percent so basically up here in the top right hand corner if you click on this you'll see that there's a zoom and if you go out or and sometimes it causes an error so make sure that's on one hundred percent if you are using firefox then if you click on this menu up here at the top here it is right here zoom in and out that's where you find your zoom and of course if you have safari YouTube is the best reference I mean it really is for for anything it shows you step by step so maybe for instance you want to how to zoom in on safari alright how to zoom in and out so this will if you basically go in here and ask what to do then it'll have tons of video that shows you how to do certain things alright if you have any questions about the counter you get an error and you can't figure it out with the zoom part just email support at mydynamicspro.com so alright so let's go ahead and I want to show you all how to set up a YouTube account because you'll notice if you go in if you're in your spider pro and then you go to email templates and up here in the sample section of the email templates if you click on it you'll find video email template right here and if you click on it then it'll take it from the samples and it'll say right here email template has been copied to your account so if you scroll down to the bottom because it's in alphabetic order here's your video email template and if you click on it and then click on this change video it's gonna say paste the YouTube link or YouTube video ID here so that's why you need to create your YouTube channel so whenever you do a video then you're gonna upload it to your YouTube account and then it's gonna give you a link and then you could put it into a video email template so let's go ahead and get you a YouTube account and if you already have a YouTube account but maybe you have some like I don't know some videos of your kids with the piano recital or whatever it may be you might want to start a new YouTube channel just for your marketing stuff it's kind of better to keep church and state kind of separate on there so that's what I would suggest if you already have a YouTube account which you really hasn't haven't dedicated it to your marketing let's go ahead and just get a new YouTube account and you can only have one YouTube account per Gmail account so the reason why you have to have a Gmail account is because Google owns YouTube so the first thing that you want to do is go to youtube.com and then up here in the top right hand corner you'll see sign in and then this is gonna take you to a sign in page and if you are wanting to start a brand new YouTube channel you go to this more options right here and then here's a create account so you're gonna click on create account alright and then I'm gonna use my brother as the demo here so whenever you tab through there you'll notice you cannot create an account with this don't name it Gmail.com so basically you'll just have to put I would like a new Gmail address so you click on I would like to do Gmail and then it pre-fills the Gmail part and then just go ahead and do that again alright so now you notice it doesn't give you an error and now we're gonna create a password we go ahead and put in his phone number here real quick alright and once you update that it'll just say privacy in terms and you scroll down to the bottom after you read it and you hit I agree welcome your new email address is there it is and thanks for creating Google account used to subscribe to channels so right now we want to continue to YouTube alright so now we're on the YouTube page and at this point what we want to do is we want to go to the new Gmail account so if you open up a new tab up here by clicking on the plus or the tab area right here and all you have to do is type in Gmail because now you're already logged in because you just created your account X off there and then you'll see Daniel from Google and they'll give you some welcome to YouTube get the most out of YouTube uploading your videos making playlists you know here's some more tips your account and then down here is if you click on get I'm getting on Google Play or the App Store then you go ahead and do the free download there we go and you want to download that on your phone or you just go right on your phone click on the App Store Google Play Store and click on and then type in YouTube and then just upload it right there you sign in with your email and your password and then it'll download the YouTube app directly onto your phone it'll look like this little icon and that way whenever you're you can actually you know it ain't like you have to have a high definition video camera anything I mean really the phones nowadays with iPhone and Android phones like the Samsung Galaxy or the Note or whatever it may be those phones have such great recording high definition with their videos if I give you any kind of a any kind of tip it would be whenever you're recording a video make sure that your phone is turned sideways horizontal and not vertical up and down and when it turns sideways they'll activate the high definition because if not I'll have lines I don't know a good example see if it has anything down through here done really but just make sure you tune your phone sideways alright so now what you want to do is we want to go ahead and start customizing the YouTube channel a little bit so if you go up here to the top right you'll notice you have a little avatar up here and if you click on it you go to my channel create creator studio so let's just click on my channel it says use YouTube as Josh Headley or use a business or other name so if I click on use a business or other name we can put Lakeland real estate 101 because you want to look at your YouTube channel as a resource so that's why I'm gonna put Lakeland real estate 101 or Lakeland Loans 101 whatever it may be so now I'm gonna hit create and it's just saying that we need to verify the account so let me go ahead and put his and we'll just do a text message and then they're gonna text message you a verification code so when you get that code you're just gonna type that in so let me go ahead and put that over here and hit continue alright perfect so now if you go up here to the top click on the avatar we're gonna go to creator studio so go ahead and click on the avatar and then creator studio alright so now you're at your dashboard you have your video manager over here that if you click on this it'll show videos that you've uploaded any playlist that type of stuff so let's go ahead and go back to the dashboard and really at this point you just start uploading videos if you want so but let's go ahead and customize this a little bit by going to the dashboard top left creator studio so we're here and then we're gonna click on view channel up here and right here this is what people would see if they came to your YouTube channel so pretty boring right now but we're gonna go ahead and add an image right here by clicking on the avatar there's a little camera so click on that says your channel icon comes up comes from your Google account changes may take a few minutes to show on your channel a lot of times it takes more than a few minutes it can take hours before they update it so but anyway let's go ahead and click on edit and then we're gonna upload a photo and I'm just gonna use our company logo for this particular example you put your picture or your logo hit done and now you can see your logos in there alright so if I click on this little box up here these are your apps and I'm gonna click on the YouTube icon and then I'm gonna click on the avatar again and go to creator studio and if I click on view channel again and then customize channel alright so as I said before this could take hours to show up so don't worry if it's not showing up right now it will show up later on then here's add channel art so if you click on add channel art you can either upload some photos from your computer your photos would be photos that you had if you had a prior account this is a brand new account so there's nothing there or you could just use the gallery and use one of theirs inside their gallery so alright so let's just say that I'm gonna actually I'm gonna upload a photo so if I chose to use this one I could just click on this and then select I'm gonna upload a photo and I'm just gonna use this little keyboard right here just as an example there we go and then says your channel art is going to look a bit different across devices here are some examples so it kind of shows you you know what it look like on desktop TV and mobile now and then right here you can adjust the crop so if you click on adjust crop this is what will be seen like on the mobile devices this is what will be seen on like say iPads or a tablet and then this would be like full screen TV or something like a smart TV or something so I'm gonna go ahead and hit select and you'll see that it's saving there it goes it says save alright so I'm gonna go ahead and click on actually you know I'm gonna click on this video manager right here it's right above my avatar now that I got my picture in there that hasn't shown up yet and then we got the background or the channel art in the background so I'm going to click on video manager alright so now now that you're at the video manager it shows your videos and your playlist so let me show you how to upload a video to your YouTube channel so let's just say that give you a good example of a video to do so for instance I have a friend that he has a really good YouTube channel that he created and this is his channel art if you go down here he has different videos about certain things and one of them is buying versus renting so this one's about two minutes and 12 seconds the best many American dreams are built on the the best practice to do is keep them under a minute and 30 seconds just because people's attention span is so short but you go over a minute and 30 seconds it's good to keep a video short because it keeps people on the videos and also to the way YouTube sees it is if they go from one video to another then they know that your content is relevant to what they're searching for so it's best to keep them short so it goes from one thing to another that always helps out quite a bit so alright so let me go back to our YouTube channel and we're going to go ahead and click on upload which is that little up button and then select files to upload or drag and drop videos here so right here's public unlisted private schedule okay so if you have it private and then you send a video email with the link in there they're not going to be able to view it you may be able to view it because you're logged into your YouTube account when you click on it it'll you know see that you're logged in and it'll show you the video but if you're wanting other people or clients to see your videos you want to make sure you keep us on public so then I'm just going to click on this arrow right here point to the top and then here's a little short video and I just chose this one because it's short and it doesn't take very much time to upload a shorter video so during this time while your video is uploading you go ahead and start putting the title in there so like for instance on that one that he did buy versus rent the description kind of cool I like what I like what he does on his descriptions like if you click on this the show more under his descriptions he's basically just took his script what he's saying in his video and he just pasted it right on the description and then at the very the very end he included you know his website his facebook page his twitter his snapchat that type of stuff so it's good in the description to also include all that stuff too so that'd be great to do the description right there so let's just go ahead and just copy this for right now this is an example so that's your script pop it in there and then you put in your facebook links your website links down here so and the best thing to do is go to the actual website so um let's just say that let me go back to his there's twitter so the best thing to do is go to the actual website and then highlight this whole thing and then right click and copy go back whoops and then you want to paste by right clicking and pasting all the different accounts so you put your facebook your website that type thing now tags tags are really really good for finding stuff so so buy buy versus rent so real estate would be a good tag mortgage loans buy versus rent um just basically anything that the video is about go in there and tag away because more tags that you have the better that they find you here's another place that you could actually put public unlisted private so if you you know it's just best to kind of go through it here and you could also add this to a playlist maybe buy versus rent you'd have under um you know first time home buyer is maybe you want to have a series that's set up so you want to have a playlist that has video specific to first time home buyers um playlists are great to have so let's go ahead and once you type that in there you just click it and then we're going to create all right so now we added that to the first time home buyer playlist all right so once this is done processing then you'll see these video thumbnails down here now the video thumbnails are the video thumbnails are what you'll see on the front of the video just as a picture so um for instance this video that's the thumbnail that's the thumbnail so that these are the thumbnails of whatever you select all right so this is almost done processing it says about three seconds remaining it's a very long three seconds we're almost finished just want this to generate a thumbnail we got one second and we're pretty much done so and then there's there's the uh there's the link that you'll be using for your videos all right so it's process um processing done and now you'll notice it generates some thumbnails in here so for this particular one i'm going to select this thumbnail right here and then i'm going to click on publish and now you're done it is in there all right so all these changes are saved right here so i'm going to click on this creator studio so i clicked on the icon again creator studio and now i want to view my channel and there we go so now it's starting to look a little bit more like our friend Robbie's here when we go to his homepage there we go so it's looking a lot more like that kind of toggle back and forth the only thing is is it's going to actually um this will show later on like i said so um if you go to this about section there's nothing in the about so what we want to do is we want to go to customize channel again and then you'll notice uh up here at the very top there's an about section if you click on about then i'll bring you to the channel description so the channel description is basically uh you know what your what your youtube channel is about and why um people should subscribe to your channel because you're a resource for them if they need you um and then you're gonna you could add your business email right there select your country and then also here this is a great place to put links like your website your facebook uh your twitter things like that so basically right here that's where this will populate when you put your links right there so show up here in the top right hand corner and that's all it is to uh to upload in a video then if you go to my channel right here it's going to take you to your channel and you click on videos and then if you click on the video right here it'll open it up i wanted all right and then so this is your video and then up here you'll just grab this link or down here there's a little share button and you can just grab the link right here and hit copy okay so now you have this link copied and if you go back to your dynamics pro and you want to send out a video email um first you want to create the email template so you'll go to email templates and then of course a little at the very beginning we took this video email template template and we clicked it and when we did it took it from the samples and imported it in so i could see video email template right here and we can put buy versus rent all right and then so the name again we kind of went over this on the module one but the name is the name of the email template that you'll see in the list the subject line is the what will be in the subject line whenever you send it to your recipient and then that will be in their email inbox so before you go and change out the video what you want to do is you want to scroll down here and click apply and then we're going to want to change out the video right here and right here it says video id paste a youtube link or youtube video id here of course what we did is we grabbed that right there after clicking on the share that's for how we got that right click copy so we'll delete whatever's in there and then we'll paste in the video that we just did click apply that will change it out buy versus rent and then update email template all right and then you just change it from video email to buy versus rent you have your header in there automatically your footer you're gonna go ahead and hit save and slide that out of the way slide this one out of the way all right so now if i wanted to send that to an individual contact i'd go up here to the search and let's just go ahead and send it to myself so once i did my search up here now i click on my contact name and looks like this email has not been opted in yet so if you see this gray box right here this just means that you need to opt my email in because if you try to send an email system says this contacts email address is not opted in so you're gonna have to get click close and then you could you could actually opt them in by clicking on this envelope with the plus sign with the green around it and i understand and agree continue you absolutely have permission to send emails to this contact and add to opt-in list now i went a little faster this time because we've already showed you this on the phase one module one so i went a little bit quicker if uh if you need to review that uh phase one module one training just email support at mydynamicspro.com and in the subject line just put something like please send phase one module one uh video or training it doesn't matter all right so now if i want to send this video email to myself i'll click click on this actions right here send email and then right here you'll select the template all right there's all the different video email so there's a video email template by versus rent and then there it is right there and i'm gonna click send email all right there we go and just waiting for that email to come through there we go right there click to watch video and then we'll go back i'm gonna go to the home really i should just refresh that page and then if you go down here to the bottom you can just click on this analytics tab you see what time the email was sent and then what time that the link was clicked so you can tell that that the video was clicked on and that someone watched the video so it's a good thing to see the analytics so