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.
DurationBusiness 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
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
At EQV we specialise in skills development. With a commendable 30 years of experience, we have established an excellent reputation for the delivery of highly customised and flexible training for customers nationwide.
We have built our success upon our ability to listen, offer flexibility and pay attention to detail in the whole service that we offer to our customers. We have an extensive client base including many “blue chip” companies these range from large corporate to SME’s.
Our courses are aimed at organisations from a wide range of sectors: Construction, Food, Financial, Automotive, Leisure, Public, Health, Professional and Charities.
The vast majority of our training interventions are delivered onsite at customer locations in closed group format; however, we also deliver regular closed and public scheduled courses at our headquarters in Leicestershire and offer self-study learning journeys.
Experienced and Expert trainers:
EQV has a wide group of fully employed core trainers as well as a bank of highly skilled associate trainers. This means that we can control the quality of the training and also have a large team of experts that we can use for extensive training projects.
Dedicated Account Managers:
Our Account Managers are trained to actively listen to your needs and use their extensive experience to have discussions that help scope your project and interpret your requirement and provide the best solution for you. It is their job to understand you and your organisation to give you advice on the right solutions to meet your learning and development needs.
Core Values:
Passion and Enjoyment – We are passionate about learning and enjoy and take pride in what we do.
Integrity and Transparency – We deliver what we say, when we say and are open, ethical and honest in all our dealings
Experience and Creativity – We use our experience to provide creative solutions giving best value for our customers’ specific needs
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