Course description
Microsoft Dynamics CRM: Overview
This Microsoft Dynamics CRM Overview training course is offered as an open/scheduled 1-day training course by SquareOne Training. The course is designed to show delegates how to improve their understanding of Microsoft Dynamics. This training course gives an overview of Microsoft Dynamics CRM.
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 intermediate level.
This course can also be delivered in-house at your location and tailored to your liking.
Upcoming start dates
Training Course Content
The content for this Microsoft Dynamics CRM Overview training course is structured as follows:
Sales Management
This module introduces the capabilities of Sales Management in Microsoft Dynamics CRM that allow you to track and manage the sales process from potential to close. It provides insight on using the Product Catalog and process sales information. It also introduces some of the tools used to analyze and report on sales information.
Marketing Automation
This module introduces you to how to use Microsoft Dynamics CRM to extend the effectiveness of your marketing department and provides context of how to use things such as marketing campaigns, marketing lists, and campaign templates in Microsoft Dynamics CRM. It also discusses the role of campaign activities and marketing lists in campaigns and discusses how to associate sales literature, target products and price lists with marketing campaigns.
Service Management
This module introduces Microsoft Dynamics CRM service management functionality and explains how it helps organizations track information about cases, customer complaints or requests, and small projects. You will learn how to use the knowledge base and discusses how organizations can browse, locate, and share information in the repository. It also discusses how to create, manage and use teams and queues in Microsoft Dynamics CRM.
Reporting
This module provides delegates with information to better understand reporting methods along with more advanced reporting features of Microsoft Dynamics CRM.
Why choose SquareOne Training
25 years' experience of delivering quality IT Training Services
All trainers Certified Microsoft Office Trainer (MOS) or higher
Public and in-house training throughout the UK
Expenses
This Microsoft Dynamics CRM Overview 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.
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SquareOne Training
With 30 years of experience in IT training, personal skills, and consultancy, SquareOne specialise in crafting and delivering exceptional industry leading training courses. Our extensive range of courses are tailored to cater to a diverse range of learning preferences and...
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