Introduction to Microsoft Dynamics® CRM 2011 Training Course
Microsoft Official Curriculum Course Number: 80442
Overview:
The student will focus on the user interface and working with the application, gaining a foundation for other Microsoft Dynamics CRM 2011 courses, Microsoft Dynamics CRM concepts, Web interface, Outlook interface, searching, and reporting. Who Should Attend:
This course is intended for individuals who plan to implement, use, maintain, or support Microsoft Dynamics CRM in their organization. The course is intended for anyone who wants to gain foundational knowledge of Microsoft Dynamics CRM 2011. At Course Completion:
After completing this course, students will be able to do the following:
- Describe at a high level key Microsoft Dynamics CRM concepts.
- Explain how customer records, addresses, notes, attachments, connection records, and activities are recorded in Microsoft Dynamics CRM and how to configure personal options.
- Work with records and views.
- Use Microsoft Dynamics CRM for Outlook to track and synchronize items and manage offline capability.
- Search and report on Microsoft Dynamics CRM data
| Outline: |
| | Lesson 1: Microsoft Dynamics CRM Concepts | 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
Lab : Navigate Microsoft Dynamics CRM
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| | Lesson 2: Working with the Application | Customer records
Addresses
Notes and attachments
Connections
Activities
Personal options
Lab : Work with Core Records and Personal Options
| | Lesson 3: Working with Records | Views
Record ownership
Sharing records
Deleting and editing records
Import records
Mail merge with Microsoft Word
Lab : Import Contacts
Lab : Mail Merge
| | Lesson 4: Microsoft Dynamics CRM for Microsoft Office Outlook | Integration with Outlook
Tracking Outlook items
Synchronizing records
Conditional formatting
Offline capability
Lab : Tracking Records
Lab : Configure Outlook Synchronization Filters
Lab : Offline Capability
| | Lesson 5: Searching and Reporting | Search using quick find
Search using Advanced Find
Manage saved views
Export to Excel
Default reports
The Report Wizard
Overview of charts and dashboards
Lab : Search for Records
Lab : Export Records
Lab : Reports
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*Content, days, and times vary depending on your location. Please view the outline on the checkout page prior to purchase or
contact the local center for more information.
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