• Home
• Course Catalogue
• Certifications
• Onsite Training
• Scheduled Training
• E-Learning
• Managed Services
• Consulting
• Company
• Special Offers
• News
• Links
• Enquiry And Feedback Form

Training Course Outline

IT Vendor Courses   Microsoft.NET Enterprise Servers Training

M8019: Microsoft CRM 1.2 Applications Professional

View course dates

Course Duration: 3 days

Course Code: M8019

Course Description:

This 3 day course explores the Microsoft CRM application from a user's perspective. Modules in this hands-on classroom experience include functionality available in both Standard and Professional editions of Microsoft CRM.

 

Application functionality covered in the course includes Core CRM Navigation, User Interface, Sales for Outlook Client, Sales, and Customer Service. This application course does not include materials or instructor discussion of Microsoft CRM Installation, Application Configuration, Workflow Configuration, Customization, Back Office Integration or Data Migration.

 

After completing this course, students will be able to use:

 

- Microsoft CRM User Interface and application terminology
- Basic and advanced navigation and record maintenance
- Microsoft CRM Sales for Outlook functionality and synchronization
- Account, Contact, Lead, Opportunity and Activity record management
- Microsoft CRM Standard and Professional edition functionality
- Sales functionality, including Lead, Opportunity, Quote, Order, Invoice, and Product Catalog management
- Customer Service functionality, including Contract, Case, and Knowledge Base management
- Options to personalize the Microsoft CRM User Interface and personal settings

Prerequisites:

Before attending this course, students must have:

- Understanding of CRM solution processes and practices

 

To make an enquiry for this course to be run ONSITE at your location, click here or call Sales on +44 (0) 20 7620 0033.

Perpetual Solutions are a global provider of onsite training solutions throughout London, UK and the rest of the world. For scheduled training our UK partner network provides an unrivalled choice of courses.

Save as PDF

Print this course