Fast Track Microsoft Dynamics CRM & Dynamics 365 in 5-days

5 Day Course
Hands On
Code QACRMFT5

Book Now - 1 Delivery Method Available:

Scheduled Online Onsite

Overview

This course provides both an introduction to Microsoft Dynamics CRM and provides delegates with the skills and knowledge to personalise Microsoft Dynamics CRM.

Objectives

  • Use the Microsoft Dynamics CRM user interface and application terminology
  • Develop basic and advanced navigation and record maintenance
  • Create marketing campaigns
  • Create and maintain account, contact, and activity record management
  • Schedule, administer, and define services
  • Use the sales functionality
  • Configure an organisational structure within Microsoft Dynamics CRM
  • Import and export customisations
  • Customise database entities and attributes
  • Customise entity relationships and mappings

Target Audience

This course is intended for individuals that plan to implement, deploy, use, maintain, consult or support Microsoft Dynamics CRM in their organisation. Includes selected marketing and What's New content.

Training Partners

We work with the following best of breed training partners using our bulk buying power to bring you a wider range of dates, locations and prices.

Modules

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Microsoft Dynamics CRM Concepts (4 topics)

  • Microsoft Dynamics CRM functionality
  • Microsoft Dynamics CRM clients
  • Microsoft Dynamics CRM records
  • Application navigation

Working with the Application (6 topics)

  • Customer records
  • Addresses
  • Personal options
  • Module 3: Introduction to Sales Management
  • Customer Scenarios
  • Basic Record Types

Introduction to Sales Management (2 topics)

  • Customer Scenarios
  • Basic Record Types

Lead Management (8 topics)

  • Lead to Opportunity Process Form and Process Bar
  • Convert Activity Records to Leads
  • Qualifying and Disqualifying Leads
  • Create, Maintain, and Use Sales Literature
  • Create, Maintain, and Use Competitors
  • Lab: Create and Disqualify a Lead
  • Create a New Lead Record
  • Disqualify the Lead Record

Working with Opportunity Records (3 topics)

  • Create Opportunities and Work with Opportunity Form
  • Changing Opportunity Status
  • Lab: Managing Sales Opportunities

Working with the Product Catalog (14 topics)

  • The Dynamics CRM Product Catalog
  • Unit Groups
  • Adding and Maintaining Products
  • Sales Product Taxonomy
  • Creating, Maintaining and Using Price Lists
  • Currency Management
  • Creating a Price List
  • Lab: Managing Price List Items
  • Create a Test Opportunity Record, and Add a Price List
  • Lab: Managing the Product Catalog
  • Create Currency
  • Create a Unit Group associated with the Currency
  • Create a Product
  • Create a Price List and Price List Item Tied to the Currency

Sales Order Processing (5 topics)

  • Adding Line Items (Opportunity Products) to Opportunities
  • Quote Management
  • Working with Orders
  • Working with Invoices
  • Lab: Sales Order Process

Metrics and Goals (6 topics)

  • Configuring Goal Metrics & Fiscal Periods
  • Creating and Assigning Goal Records
  • Creating and Recalculating Parent and Child Goal Records
  • Creating a Rollup Query
  • Lab: Goal Management for Individuals
  • Implement a Goal Metric

Sales Analysis (11 topics)

  • Running Built-in Reports
  • Exporting Sales Information to Excel
  • Working with Charts and Dashboards
  • Working with System Charts from the Opportunity List
  • Working with Dashboards
  • Create a New Dashboard in the Workplace
  • Sharing dashboards, Charts and Advanced Find Queries
  • Lab: Create a New Sales Dashboard
  • Create an advanced find query
  • Create a chart
  • Create a dashboard, and add the advanced find query and chart to it, then share

Introduction to Customer Service (2 topics)

  • Customer Scenarios
  • Customer Service Entities and Record Types

Cases (11 topics)

  • Creating Case Records
  • Understanding the Process Ribbon and Menu Options
  • Case Resolution, Canceling and Deleting
  • Assigning Case Records
  • Other Actions on Cases From Forms and Views
  • Working with the Subject Tree
  • Working with the Case List and Views
  • Lab: Case Resolution Processing
  • Create a case
  • Associate a phone call with the case
  • Resolve the case

Knowledge Base (7 topics)

  • Article Templates
  • Creating, Approving and Publishing Articles
  • Using and Searching the Knowledge Base
  • Cases and Knowledge Base Articles
  • Sending Knowledge Base Articles
  • Lab: Managing Knowledge Base Articles
  • Create, Submit, and Publish a Knowledge Base Article

Queue Management (3 topics)

  • Queue Management
  • Lab: Create and Manage Queues
  • Create a New Public Queue for Incoming Questions

Contracts (9 topics)

  • Contracts and Contract Templates
  • Creating and Working with Contracts
  • Using Contracts with Cases
  • Lab: Resolving a Case with a Contract
  • Create a Contract Template
  • Create a Contract using a Contract Template
  • Open a case and associate a contract
  • Create and Close an Appointment Activity a With the Case
  • Resolve the Case

Analysis, Reports and Goals (5 topics)

  • Customer Service Reports
  • Customer Service Charts and Dashboards
  • Customer Service Goals and Metrics
  • Lab: Goals and Goal Metrics
  • Modify a Goal Metric to Include in-Progress Cases

Service Scheduling (12 topics)

  • Service Scheduling Scenarios
  • Service Scheduling Terminology
  • Service Scheduling Process
  • Resources, Services and Selection Rules
  • Include Customer Preferences
  • Understand Sites and Same-Site Requirements
  • Manage Business Closures
  • Explain Service Activity Scheduling Engine
  • Working with Service Activities and the Service Calendar
  • Close, Cancel, or Reschedule a Service Activity
  • Lab: Schedule a Service by Using a Same-Site Requirement
  • Create a Service Activity based on a Same-Site Requirement Service

What's New in Sales and Customer Service (6 topics)

  • Enhanced Business Processes.
  • Enhanced Business Rules
  • Hierarchy Visualization
  • Search improvements
  • Enhanced Mobile Sales
  • SLA Enhancements

Introduction to Customizing Microsoft Dynamics CRM (4 topics)

  • Customization or Development?
  • Microsoft Dynamics CRM Solutions
  • Introduction to Entity Customization
  • Lab: Create a Solution and publisher

Building a Security Model in Microsoft Dynamics CRM (8 topics)

  • Introduction to Business Units
  • Overview of Security Roles
  • User Management Overview
  • Team Management Overview
  • Teams and Sharing
  • Manage Security Roles for Users and Teams
  • Lab: Configure Security Roles
  • Lab: Configure User Access

Customising Entities (6 topics)

  • Entity Customization Concepts
  • Create a Custom Entity
  • Additional Entity Properties
  • Modifying the Configuration of an Entity
  • Lab: Create Custom Entities
  • Lab: Create a Custom Activity Entity

Customizing Fields (9 topics)

  • Field Data Types
  • Field Display Formats
  • Field Properties
  • Customize Existing Fields
  • Configure Option Sets
  • Status and Status Reason Fields
  • Fields: Calculated and Rollup
  • Delete Fields
  • Lab: Create and Modify a Global Option Set

Managing Relationships (7 topics)

  • Types of Entity Relationships
  • Create Entity Relationships
  • 1:N Relationship Behaviour
  • Field Mappings in 1:N Relationships
  • Connections and Connection Roles
  • Lab: Create New Relationships
  • Lab: Customize Relationship Mappings

Customizing Forms (7 topics)

  • Form Customization Overview
  • Create and Modify Forms
  • Quick Create and Quick View Forms
  • Manage Multiple Forms
  • Mobile Clients
  • Lab: Modify Form Layout and Add Fields
  • Lab: Create a Role-Based Form for the Competitor entity

Configuring Business Rules (2 topics)

  • Configure Conditions, Actions & Branching Logic
  • Lab: Create a Business Rule

Customizing Views (6 topics)

  • View Customization Concepts
  • System Views
  • Create Custom Views
  • Remove Unwanted Views
  • Lab : Modify a Quick Find View
  • Lab : Create Custom Views

Customizing Charts and Dashboards (5 topics)

  • Create and Modify Charts
  • Export and Import Charts
  • Create and Modify Dashboards
  • Lab : Create a Custom Chart
  • Lab : Create a Dashboard

Additional Security Options (5 topics)

  • Field Security
  • Access Team Templates
  • Auditing Overview
  • Lab : Configure Field Security
  • Lab : Create and Configure an Access Team Template

Business Process Flows (2 topics)

  • Configure Stages, Steps, Required Fields & Branching Logic
  • Lab : Create a Multi-Entity Business Process Flow

Prerequisites

  • General knowledge of Microsoft Windows
  • General knowledge of Microsoft Office
  • Students do not need a prior understanding of Customer Relationship Management solution processes and practices

Please note: Before attending this class delegates must have a Microsoft account (signing up one is free). The instructions on how to set up a Microsoft account can be found here.

or call:408-759-5074

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