Master the the latest version of CRM's tools and functions + how to customise and configure them!

Only £2,500 + VAT

Looking for the CRM 2016 equivalent course? See here


Course Details

Title: T4CRM002 - CRM 2015 In 5 Days Flat
Duration: 5 days
Price: £2,300 + VAT
This course covers the same content as the CRM 2015 Certification Bootcamp, without the full exam preparation coaching, evening practice sessions and on-demand sitting of 2 Microsoft CRM Exams MB2-704 & MB2-707

About this Course:
- This course takes an accelerated approach to covering all the major aspects of Microsoft Dynamics CRM, including utilising CRM's Sales, Services and Marketing applications, managing and customising the CRM system to meet specific business requirements, creating and importing automated processes including Workflows and Business Rules.

It combines all the material from the T4CRM003 - CRM 2015 Applications course, with the T4CRM004 - CRM 2015 Customisation and Configuration course, and includes an additional module on Marketing Lists and Campaigns.

Audience Profile
This course is intended for individuals that plan to implement, use, maintain, or support Microsoft Dynamics CRM 2015 in their organization. The training is intended any individuals focused on utilising CRM, including sales representatives, customer service representatives, service schedulers, administrators, office managers, CEOs, and consultants who want to gain a full and complete knowledge of CRM's adaptability and functionality for specific and general business requirements

Course Outline
Module 1: Microsoft Dynamics CRM Concepts
- Microsoft Dynamics CRM functionality
- Microsoft Dynamics CRM clients
- Microsoft Dynamics CRM records
- Application navigation

Module 2: Working with the Application
- Customer records
- Addresses
- Personal options

Module 3: Introduction to Sales Management
Lessons
- Customer Scenarios
- Basic Record Types

Module 4: Lead Management
Lessons
- Lead to Opportunity Process Form and Process Ribbon
- Convert Activity Records to Leads
- Qualifying and Disqualifying Leads
- Create, Maintain, and Use Sales Literature
- Create, Maintain, and Use Competitors
Lab: Create and Disqualify a Lead

Module 5: Working with Opportunity Records
Lessons

- Create Opportunities and Work with Opportunity Form
- Changing Opportunity Status
Lab: Managing Sales Opportunities
- Create, work with, close, and reopen Opportunity records.
- Describe the different statuses of an opportunity.
- Use the assign functionality in Microsoft Dynamics to assign opportunities to other users.
- Manage opportunities from system views.

Module 6: Working with the Product Catalog
Lessons
- The Microsoft Dynamics CRM Product Catalog
- Unit Groups
- Adding and Maintaining Products
- Creating, Maintaining and Using Price Lists
- Currency Management
- Creating a Price List
Lab: Managing the Product Catalog
- Create Currency
- Create a Unit Group associated with the Currency
- Create a Product
- Create a Price List and Price List Item Tied to the Currency

Module 7: Sales Order Processing
Lessons
- Adding Line Items (Opportunity Products) to Opportunities
- Quote Management
- Working with Orders
- Working with Invoices
Lab: Sales Order Process

Module 8: Metrics and Goals
Lessons
- Configuring Goal Metrics
- Configuring Fiscal Periods
- Creating and Assigning Goal Records
- Creating and Recalculating Parent and Child Goal Records
- Creating a Rollup Query
Lab : Goal Management for Individuals
- Implement a Goal Metric

Module 9: Sales Analysis
Lessons
- Running Built-in Reports
- Exporting Sales Information to Excel
- Working with Charts and Dashboards
- Working with System Charts from the Opportunity List
- Working with Dashboards
- Create a New Dashboard in the Workplace
- Sharing DASHBOARDS, Charts and Advanced Find Queries
Lab: Create a New Personal, Sales Dashboard
- Create an advanced find query
- Create a chart.
- Create a dashboard, and add the advanced find query and chart to it.
- Share the dashboard.

Module 10: Introduction to Services Management
Lessons
- Customer Scenarios
- Customer Service Entities and Record Types

Module 11: Cases
Lessons
- Creating Case Records
- Understanding the Process Ribbon and Menu Options
- Case Resolution, Canceling and Deleting
- Assigning Case Records
- Other Actions on Cases From Forms and Views
- Working with the Subject Tree
- Working with the Case List and Views
Lab: Case Resolution Processing
- Create a case
- Associate a phone call with the case
- Resolve the case

Module 12: Knowledge Base
Lessons

- Article Templates
- Creating, Approving and Publishing Articles
- Using and Searching the Knowledge Base
- Cases and Knowledge Base Articles
- Sending Knowledge Base Articles
Lab: Managing Knowledge Base Articles
- Create, Submit, and Publish a Knowledge Base Article.

Module 13: Queue Management
Lessons
- Queue Management
Lab: Create and Manage Queues
- Create a New Public Queue for Incoming Questions

Module 14: Contracts
Lessons
- Contracts and Contract Templates
- Creating and Working with Contracts
- Using Contracts with Cases
Lab: Resolving a Case with a Contract
- Create a Contract Template
- Create a Contract using a Contract Template
- Open a case and associate a contract
- Create and Close an Appointment Activity a With the Case
- Resolve the Case

Module 15: Analysis, Reports and Goals
Lessons
- Customer Service Reports
- Customer Service Charts and Dashboards
- Customer Service Goals and Metrics
Lab : Goals and Goal Metrics
- Modify a Goal Metric to Include in-Progress Cases

Module 16: Service Scheduling
Lessons
- Service Scheduling Scenarios
- Service Scheduling Terminology
- Service Scheduling Process
- Resources, Services and Selection Rules
- Include Customer Preferences
- Understand Sites and Same-Site Requirements
- Manage Business Closures
- Explain the Service Activity Scheduling Engine
- Working with Service Activities and the Service Calendar
- Close, Cancel, or Reschedule a Service Activity
Lab: Schedule a Service by Using a Same-Site Requirement
- Create a Service Activity based on a Same-Site Requirement Service.

Course Outline
Module 1: Introduction to Customising Microsoft Dynamics CRM 2015
Lessons
Customisation or Development? Introduction or Entity Customisation.
Lab: Create a Solution and publisher

Module 2: Building a Security Model in Microsoft Dynamics CRM 2015
Lessons
Introduction to Business Units. Overview of Security Roles. User Management Overview. Team Management Overview, Teams and Sharing. Manage Security Roles for Users and Teams.
Lab: Configure Security Roles
Lab: Configure User Access

Module 3: Customizing Entities
Lessons

Entity Customization Concepts. Create a Custom Entity. Additional Entity Properties. Modifying the Configuration of an Entity.
Lab : Create Custom Entities
Lab : Create a Custom Activity Entity

Module 4: Customizing Fields
Lessons
Field Data Types. Field Display Formats. Field Properties. Customise Existing Fields. Configure Option Sets. Status and Status Reason Fields. Delete Fields.
Lab: Create and Modify a Global Option Set

Module 5: Managing Relationships
Lessons
Types of Entity Relationships Create Entity Relationships1:N Relationship BehaviorField Mappings in 1:N RelationshipsConnections and Connection Roles.
Lab : Create New Relationships Lab : Customize Relationship Mappings

Module 6: Customising Forms
Lessons
Form Customisation Overview. Create and Modify Forms. Quick Create and Quick View Forms. Manage Multiple Forms. Mobile Clients.
Lab : Modify Form Layout and Add Fields Lab : Create a Role-Based Form for the Competitor entity.

Module 7: Configuring Business Rules
Lessons
Configure Business Rules
Lab : Create a Business Rule

Module 8: Customising Views
Lessons
View Customisation Concepts. System Views. Create Custom Views. Remove Unwanted Views.
Lab : Modify a Quick Find View
Lab : Create Custom Views

Module 9: Customising Charts and Dashboards
Lessons
Create and Modify Charts. Export and Import Charts. Create and Modify Dashboards.
Lab : Create a Custom Chart
Lab : Create a Dashboard

Module 10: Additional Security Options
Lessons
Field Security. Access Team Templates. Auditing Overview
Lab : Configure Field Security
Lab : Create and Configure an Access Team Template

Module 11: Business Process Flows
Lessons
Business Process Flows
Lab : Create a Multi-Entity Business Process Flow

Additional Reading.

Before attending this course, students must have:
• General knowledge of Microsoft Windows.
• General knowledge of Microsoft Office.