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Introduction to Microsoft Dynamics CRM 2016

This course provides information on the basic concepts of Microsoft Dynamics CRM 2016. It provides an overview of information about application navigation, setting up accounts, contacts and activities, using the sales an... Show More
Course Prerequisites:
This course is intended for individuals that plan to implement, use, maintain, or support Microsoft Dynamics C... Show More
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Instructor-Led Training (ILT)

Attend training in a classroom environment at a campus near you. Instructor-led training is still the number one delivery method of choice because it allows you to interact and discuss the training material, either individually or in a group setting, and you gain access to expert knowledge from certified instructors. This form of guided learning is impactful and produces positive learning outcomes. Day, evening and Saturday classes are offered.


2 Days

August 31 2019

Course Content

  • Explore the default deployment options, entities, records, forms and fields within Microsoft Dynamics CRM
  • Examine offline capabilities and the using of security roles
  • Navigate through various client types and work with records
  • Demonstrate the sales process flow and communication tracking
  • Walk through scenarios to demonstrate core components of case management, knowledge base SLAs, and entitlements
  • Review basic steps of the marketing process and the importance of planning, budgeting, and reporting
  • Explore OneDrive for Business, Office365 Delve and various integration methods
  • Provide an overview of exporting data, interacting with default reports and the Report Wizard
  • Explore the functionalities of PowerBI dashboards
  • Define the capabilities of Word and Excel Templates
CTU Training Solutions , Updated: May 23rd, 2019

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The course information above is subject to change without notification due to market trends in the industry, legislation and/or programme version updates. Terms and Conditions

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