Microsoft Dynamics CRM

Course Duration is 1 Day

£595.00 Plus VAT

Delivery Method

Face To Face Delivery  Virtual Delivery One To One Coaching Closed Group Course Public Course

Business Benefit

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. Can’t see a suitable date contact us on [email protected] and we can discuss specific date requirements.

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

Learning Outcomes – by the end of this course you will be able to…

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.

Course Content

Microsoft Dynamics CRM functionality
Microsoft Dynamics CRM clients
Security
Microsoft Dynamics CRM records
The Get Started pane
Application navigation
Microsoft Dynamics CRM Help and the Resource Center
Customer records
Addresses
Notes and attachments
Connections
Activities
Personal options
Views
Record ownership
Sharing records
Deleting and editing records
Import records
Mail merge with Microsoft Word
Integration with Outlook
Tracking Outlook items
Synchronizing records
Conditional formatting
Offline capability
Search using quick find
Search using Advanced Find
Manage saved views
Export to Excel
Default reports
The Report Wizard
Overview of charts and dashboards

Embedding

These follow up coaching sessions help support your colleagues to embed their learning during their skills transfer period.  Applying new skills and changing behaviour takes effort and practice.  After attending a training course many colleagues will find they need support through this transition.  EQV can provide that support with follow up coaching sessions to help embed the learning.

Embedding coaching sessions can be delivered in 90 minute and half day durations.  The facilitator will work with the group to capture feedback about challenges and how to overcome them ensuring success going forward.

Having a formal embedding coaching session will not only increase the success of the skills transfer period but helps create a platform of motivation, inclusivity and commitment within the group.