Microsoft Dynamics CRM
£595.00 Plus VAT
This one-day course provides an introduction to Microsoft Dynamics CRM. 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.
How to Book
If you are interested in booking this course, then please select an available date and then click book now to complete the booking.
Who Should Attend
This course is intended for individuals who plan to implement, use, maintain, or support Microsoft Dynamics CRM in their organisation. The course is intended for anyone who wants to gain foundational knowledge of Microsoft Dynamics CRM
Describe at a high level key Microsoft Dynamics CRM concepts.
Explain how customer records, addresses, notes, attachments, connection records, and activities are recorded in Microsoft Dynamics CRM and how to configure personal options.
Work with records and views.
Use Microsoft Dynamics CRM for Outlook to track and synchronize items and manage offline capability.
Search and report on Microsoft Dynamics CRM data.
Microsoft Dynamics CRM functionality
Microsoft Dynamics CRM clients
Microsoft Dynamics CRM records
The Get Started pane
Microsoft Dynamics CRM Help and the Resource Center
Notes and attachments
Deleting and editing records
Mail merge with Microsoft Word
Integration with Outlook
Tracking Outlook items
Search using quick find
Search using Advanced Find
Manage saved views
Export to Excel
The Report Wizard
Overview of charts and dashboards