80734 Социальные функции в Microsoft Dynamics CRM 2016

Продолжительность:1 день(8ак.часов) Стоимость в группе: 17850 руб.
Другие формы обучения:
Расписание по обучению CRM
17000 руб.


Microsoft Social Engagement offers great insight into your social media footprint. In this digital learning course, you will not only learn how to build search queries, you will also learn how to navigate Social Engagement to get the most out of it. Additionally you will learn about different strategies for managing your social presence.

What are the goals for this course?

  • Explore the social engagement circle and social strategy
  • Configure social settings, interaction roles, licenses, and connect to other domains
  • Navigate through various strategies in understanding and utilizing your social footprint
  • Examine brand reputation, and social business opportunities
  • Walk through the building and maintaining search query process
  • Examine post consumption and analytics
  • Walk through working with posts using alerts and filters
  • Explore viewing, analyzing, and changing sentiment
  • Define attributes and configure social to CRM automation options


What are the prerequisites to consume this course?

  • Some basic experience using Windows applications
  • Knowledge of basic sales, marketing, and customer service roles in a business
  • Completed the Introduction to CRM course



Module 01: Introduction and overview of Microsoft Social Engagement

  • Understand the current social landscape
  • Learn core capabilities of Social Engagement
  • Tour the navigation
  • Introduce sources
  • Learn about geography and languages in MSE


Module 02: Configuration

  • Use system settings
  • Use personal settings
  • Configure social accounts
  • Exporting chart data
  • Managing posts & quota
  • Managing users, roles & groups


Module 03: Strategy for using Social Engagement

  • Understand your social footprint
  • Examine your customers and their social footprints
  • Discover your competitors and their social footprints
  • Begin to discover social analytics


Module 04: Building and maintaining search queries

  • Define a search query
  • Describe each of the sources
  • Build your search queries
  • Learn from search queries
  • Edit queries


Module 05: Post consumption and analytics

  • Examine widgets
  • Build and modify alerts
  • Work with posts
  • Configure social center
  • Build and use streams


Module 06: Sentiment

  • Analyze sentiment
  • Change sentiment
  • Understanding Machine Learning


Module 07: Using Social Engagement with Dynamics CRM

  • Understand using social with your CRM
  • Learn how to add social to CRM forms & dashboards
  • Configure social to CRM automation options


Module 8: Course Review

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


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