T4CRM007 - Introduction to CRM Online - 1 day

Title: T4CRM007 - Introduction to Dynamics CRM Online
Duration: 1 day
Price: £500 + VAT

This course:
- This course provides information on the basic concepts of Microsoft Dynamics CRM 2015.
- Provides basic information about application navigation, setting up accounts, contacts and activities, basics of the sales and marketing process using Dynamics CRM.
- Teaches how to use data imports and exports and using the social pane.
- Discusses how to create a basic chart or dashboard that can be used to analyze data in Microsoft Dynamics CRM.

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 as an introduction to CRM for anyone getting started in CRM, and for CRM End Users looking to gain foundational knowledge of the application functionality.

At Course Completion
• Create, find, and update records in Microsoft Dynamics CRM.
• Navigate Microsoft Dynamics CRM to interact and find data.
• Explain the different approaches to interact with CRM.
• Describe and interact with the three primary modules.
• Visualize, export, and import data.

Course Outline
Module 1: Dynamics CRM Overview
Lessons
- Microsoft Dynamics CRM Functionality
- Deployment of Clients
- Relationships and Records
- Security
- Navigation

Module 2: Working with Dynamics CRM
Lessons
- Accounts and Contacts
Lab: Create an Account
- Collaboration Pane
- Create Activities on Contacts and Accounts
Lab: Create an Activity
- Views
Lab: Work with a View
- Data Import

Module 3: Processes and Functional Scenarios
Lessons
- Processes and Scenarios
- Sales Scenarios
Lab: Create an Opportunity
- Service Scenarios
Lab: Process a Case
- Marketing Scenarios
Lab: Create an Marketing List

Module 4: Working with Data
Lessons
- Advanced Find and Saved Views
Lab: Create a Saved View
- Data Export
- Reports
- Charts
Lab: Create a Chart
- Dashboards
Lab: Create a Dashboard

Module 5: Course Review
Lessons
- Course Review
- Questions and Answers Session

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