Microsoft Dynamics CRM

Course Duration is 1 Day

£595.00 Plus VAT (per person)

Have more than 2 delegates? Talk to us about our closed group courses.

Delivery Method

Open Public Courses РVirtual Delivery Only  Closed Group Courses РFace To Face and Virtual Delivery

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.

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

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
Microsoft Dynamics CRM records
The Get Started pane
Application navigation
Microsoft Dynamics CRM Help and the Resource Center
Customer records
Notes and attachments
Personal options
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

How to Book

Dates below represent open public courses only. To book this course, please select an available date and click the book now button below to complete the booking. Have two or more people to train – you may consider a closed group course. Contact us on [email protected] to discuss specific date and delivery requirements.


Measuring The Success


The purpose of your training is learning new skills and/or changing behaviour. We can help you measure this!

To evaluate how successfully the attendees are doing this, delegates can attend a Workplace Implementation session during the skills transfer period. The cost of the session is £595+VAT delivered virtually and lasts for 2.5 hours.

During the Workplace Implementation session the individuals will either on a 1-2-1 basis or as a group discuss the challenges and successes they have experienced during their skills transfer period.
This will include what they are doing differently as a direct result of the training and how this has positively impacted the organisation.
This is an excellent way to encourage the learning, support the skills transfer into the workplace and act as a measure to evaluate the training.

We compile this information into a report so that you have evidence of your return on investment.