Great Minds, Always Changing

CRM Online Introduction

This one-day instructor-led course provides an introduction to Microsoft Dynamics CRM 2011. The course focuses on the user interface and working with the application and provides a foundation for other Microsoft Dynamics CRM courses. The course describes Microsoft Dynamics CRM concepts, the Web interface, the Microsoft Dynamics CRM for Outlook interface, searching, and reporting.

Course details

Microsoft Dynamics CRM Concepts
  • Microsoft Dynamics CRM functionality
  • Security model
  • Microsoft Dynamics CRM records
  • Navigation and Screen Elements navigation
  • Microsoft Dynamics CRM Help and the Resource Center
  • Searching for Records
Working with the Application
  • Sales, Service, Marketing Modules
  • Creating, editing and Saving Accounts and Contacts
  • Creating Activities
  • Notes and attachments
  • Connections
  • Setting Personal options
Working with Records
  • Record ownership
  • Sharing records
  • Deleting and editing records
  • Import records
  • Deactivating records
  • Mail merge with Microsoft Word
Microsoft Dynamics CRM for Microsoft Office Outlook
  • Integration with Outlook
  • Tracking Outlook items
  • Synchronizing records
  • Conditional formatting
  • Offline capability
Searching and Reporting
  • Search using Advanced Find
  • Manage saved views
  • Export to Excel
  • Default reports
  • The Report Wizard
  • Overview of charts and dashboards




1 day (but can be run as shorter sessions)

Course Requirements

A good understanding of Windows and Office is assumed.


Email the Training Team for more information and availability at