Microsoft Dynamics CRM

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

• 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

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