80667 Введение в Microsoft Dynamics CRM 2015


Продолжительность: 1 день(8 ак.часов)

Стоимость очного обучения: 13950 руб.

Другие формы обучения:

Расписание обучения Microsoft CRM

13250 руб.

Description

This course provides information on the basic concepts of Microsoft Dynamics CRM. It provides basic information about application navigation, setting up accounts, contacts and activities, basics of the sales and marketing process using Dynamics CRM, how to use data imports and exports and using the social pane. It also discusses how to create a basic chart or dashboard that can be used to analyze data in Microsoft Dynamics CRM.

This course helps prepare you for exam MB2-704.

What are the goals for this course?

  • Create, find, and update records within Microsoft Dynamics CRM.
  • Navigate Microsoft Dynamics CRM to interact with and find data.
  • Explain the different approaches to interact with Microsoft Dynamics CRM.
  • Describe and interact with the three primary modules.
  • Visualize, export, and import data

What are the prerequisites to consume this course?

Before attending this course, students must have:

  • Some basic experience using Windows applications.
  • Knowledge of basic sales and marketing roles in a business.

Outline

Module 01: Dynamics CRM Overview

  • Module Overview
  • Microsoft Dynamics CRM Functionality
  • Deployment of Clients
  • Relationships and Records
  • Security
  • Navigation
  • Practice: Navigate Microsoft Dynamics CRM
  • Module Review
  • Test Your Knowledge

Module 02: Working with Dynamics CRM

  • Module Overview
  • Accounts and Contacts
  • Practice: Create an Account
  • Collaboration Pane
  • Show Me: Create Activities on Contacts or Accounts
  • Practice: Create an Activity
  • Views
  • Practice: Work with a View
  • Data Import
  • Module Review
  • Test Your Knowledge

Module 03: Processes and Functional Scenarios

  • Module Overview
  • Processes and Scenarios
  • Sales Scenario
  • Practice: Create an Opportunity
  • Service Scenario
  • Practice: Process a Case
  • Marketing Scenario
  • Practice: Create a Marketing List
  • Module Review
  • Test Your Knowledge

Module 04: Working with Data

  • Module Overview
  • Practice: Create a Saved View
  • Advanced Find and Saved Views
  • Data Export
  • Reports
  • Charts
  • Practice: Create a Chart
  • Dashboards
  • Practice: Create a Dashboard
  • Module Review

 

По окончании курса всем слушателям, успешно освоившим материал выдается международный сертификат Microsoft.

 

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