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
- Sales, Service, Marketing Modules
- Creating, editing and Saving Accounts and Contacts
- Creating Activities
- Notes and attachments
- Connections
- Setting Personal options
- Record ownership
- Sharing records
- Deleting and editing records
- Import records
- Deactivating records
- Mail merge with Microsoft Word
- Integration with Outlook
- Tracking Outlook items
- Synchronizing records
- Conditional formatting
- Offline capability
- Search using Advanced Find
- Manage saved views
- Export to Excel
- Default reports
- The Report Wizard
- Overview of charts and dashboards
Level
IntroductionDuration
1 day (but can be run as shorter sessions)Course Requirements
A good understanding of Windows and Office is assumed.Contact
Email the Training Team for more information and availability at training@prosperity247.com
