Course Description
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
Agenda
Outline: |
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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
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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
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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
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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.
Comments
Virtual 80442 Introduction to Microsoft Dynamics CRM 2011 Online Live training option
Imagine an industry-leading classroom training experience from wherever you have access to the Internet.
The Virtual Online Live events listed here gives you an effective and proven online virtual learning experience with the freedom to attend virtually from anywhere.
There is also an option of experiencing Online Live from one of the many national partner centers where a computer and headset will be provided for you.
This rich and engaging virtual classroom environment lets you conveniently interact with instructors and other students.
You will hear and see your instructor as they teach the course and answer your questions via voice or text.
Choose the online live virtual training option and you can access the recorded version even after the class has finished.
The onDemand labs give you access to the same client and server technologies covered in class so you can test, apply and hone your skills by accessing the labs before and even after the class.
Technical Requirements: a computer or laptop with a modern browser and high speed internet access along with one or two monitors.