Microsoft Dynamics CRM: Introduction

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
• Security
• 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
• Addresses
• Notes and attachments
• Connections
• Activities
• 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.

• Views
• 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