Introduction to Microsoft Dynamics CRM

This course “Introduction to Microsoft Dynamics® CRM", is intended to teach the skills needed to perform standard functions within Microsoft Dynamics CRM. This includes features of the application, as well as some “best practices” and some common usage procedures.

Retail Price: $795.00

Next Date: 12/28/2018

Course Days: 1


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Version Note
This course is applicable for individuals running Microsoft Dynamics CRM 2013, 2015 or 2016 on the desktop and for CRM Online.
  
Audience
The intended audience for the course is users who have little or no experience with Microsoft Dynamics CRM or perhaps have some level of experience with other CRM software applications.


  
Module 1: Dynamics CRM Overview
  Lesson and Module Summary     
In this module I went through a brief overview of Microsoft Dynamics CRM. We covered the basic functional areas such as sales, marketing, and client care. We discussed deployment options of on-premise, online and even partner hosted. We discussed the difference between forms, fields, entities and records. We also discussed the entity relationship model and security as well as navigation. In the next module I'll cover working with Microsoft Dynamics CRM.
  Module 1 Key Take Away     
  Module 1: Labs and Exercises     
  Practice 1.1: Navigate Microsoft Dynamics CRM     
  Module 1: Things to think about:     
  
Module 2: Working with Dynamics CRM
  Module 2: Working with Microsoft Dynamics CRM Video Transcript     
  Lesson 1: Accounts & Contacts     
  Lesson 2: Collaboration Pane     
  Show Me: Create Activities on Contacts or Accounts     
  Lesson 3: Views     
  Lesson 4: Data Import     
  Module 2 Key Take Away     
  Module 2: Labs and Exercises     
  Practice 2.1: Create an Account     
  Practice 2.3: Work with a View     
  Things to think about:     
  
Module 3: Processes and Scenarios
  Lesson 1: Sales Scenario     
  Lesson 2: Service Scenario     
  Lesson 3: Marketing Scenario     
  Module 3 Key Take Away     
  Module 3: Labs and Exercises
  Practice 3.1: Create an Opportunity     
  Practice 3.2: Process a Case     
  Practice 3.3: Create a Marketing List     
  Things to think about:     
  
Module 4: Working With Data
  Lesson 1: Quick Find and Filtering     
  Lesson 2: Advanced Find and Saved Views
  Lesson 3: Data Export     
  Lesson 4: Reports     
  Lesson 5: Charts     
  Lesson 6: Dashboards     
  Module 4 Key Take Away     
  Module 4: Labs and Exercises     
  Practice 4.2: Create a Saved View
  Practice 4.3: Create a Chart     
  Practice 4.4: Create a Dashboard
  Things to think about:     
  
Additional Exercises
  
  Module 1     
  Practice 1.1: Navigate Microsoft Dynamics CRM     
  
  Module 2     
  Practice 2.1: Create an Account     
  Practice 2.2: Create an Activity
  Practice 2.3: Work with a View     
  
  Module 3     
  Practice 3.1: Create an Opportunity     
  Practice 3.2: Process a Case     
  Practice 3.3: Create a Marketing List     
  
  Module 4
  Practice 4.2: Create a Saved View
  Practice 4.3: Create a Chart    

Course Dates Course Times (EST) Delivery Mode GTR
12/28/2018 - 12/28/2018 10:00 AM - 4:30 PM Virtual Enroll