Microsoft Dynamics CRM

Course Duration is 1 Day

£595.00 Plus VAT

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 – 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

How to Book

If you are interested in booking this course, then please select your desired date and then select book now to complete the booking.

We will then contact you to confirm availability and any additional required details.