Introduction to Microsoft Dynamics® CRM 2011 Training Course


Microsoft Official Curriculum Course Number: 80442
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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

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

 

*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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Please complete the form below and a TrainUp.com support specialist will send you information on the course you've selected. Our staff typically responds to your requests within 30 minutes or less. You can also reach us toll-free at 1-866-540-9677

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