Microsoft Dynamics CRM - IntroductionSquareOne Training
Microsoft Dynamics CRM - Introduction
This Microsoft Dynamics Introduction training course is offered as an open/scheduled 1-day training course by SquareOne Training.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. These are covered in detail on the course.
Our patient and dedicated trainers will help all users gain the skills needed to start working confidently on Windows PCs. This course is taught at an introduction level.
This course can also be delivered in-house at your location and tailored to your liking.
Suitability - Who should attend?
This Microsoft Dynamics Introduction training course is suitable for people with little or no experience of using Microsoft Dynamics CRM.
Training Course Content
The content for this Microsoft Dynamics Introduction training course is structured as follows:
Microsoft Dynamics CRM Concepts
This module provides a high-level overview of Microsoft Dynamics CRM and describes ways to navigate the application.
- Microsoft Dynamics CRM functionality
- Microsoft Dynamics CRM clients
- Microsoft Dynamics CRM records
- The Get Started pane
- Application navigation
- Microsoft Dynamics CRM Help and the Resource Center
Working with the Application
This module explains how customer records are used in Microsoft Dynamics CRM. It describes how addresses, notes, attachments, connection records, and activities are recorded in Microsoft Dynamics CRM and how to configure personal options.
- Customer records
- Notes and attachments
- Personal options
Working with Records
This module describes views and how to filter views. It further explains ownership of records, how to share records, how to delete and edit multiple records, how to import records, and how to run a mail merge.
- Record ownership
- Sharing, deleting and editing records
- Import records Mail merge with Microsoft Word
Microsoft Dynamics CRM for Microsoft Office Outlook
This module explains how to work with Microsoft Dynamics CRM for Outlook, how to manage tracked items, how records are synchronized from Microsoft Dynamics CRM to Outlook, how conditional formatting can be applied to lists of records, and how Microsoft Dynamics CRM for Outlook offline capability works.
- Integration with Outlook
- Tracking Outlook items
- Synchronizing records
- Conditional formatting
- Offline capability
Searching and Reporting
This module describes ways to find and report on data in Microsoft Dynamics CRM.
- Search using quick find
- Search using Advanced Find
- Manage saved views
- Export to Excel
- Default reports
- The Report Wizard Overview of charts and dashboards
This Microsoft Dynamics Introduction training course is offered both as an open/scheduled course and an in-house training course.
The in-house training will be delivered in the form of a closed course at your company's premises. SquareOne can come to you no matter where you are based throughout the UK. The cost of this training course is available upon request.
SquareOne Training is an internationally renowned IT Training company who create inspiring, motivational and cost effective training services which bring about tangible improvements in productivity. They specialise in providing classroom courses, Microsoft upgrade training, IT consultancy and large-scale rollout support...
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