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...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 and customer service processes within Microsoft Dynamics CRM, and how to use data imports and exports. It also discusses how to create charts or dashboards that can be used to analyze data, along with how to integrate social media applications with Microsoft Dynamics CRM.Show MoreCourse Prerequisites: This course is intended for individuals that plan to implement, use, maintain, or support Microsoft Dynamics C...This course is intended for individuals that plan to implement, use, maintain, or support Microsoft Dynamics CRM in their organization. The training is intended for sales representatives, administrators, office managers, CEOs, and consultants who want to learn the available sales features within Microsoft Dynamics CRM.Show MoreRequest a Quote
Instructor-Led Training (ILT)
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Duration 2 Days
Retires August 31 2019
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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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