Microsoft CRM course

WHAT IS THE AIM OF THE COURSE?

CRM is an industry term for software solutions that help enterprise businesses manage customer relationships in an organized way. An example of a CRM would be a database containing detailed customer information that management and salespeople can reference in order to match customer needs with products, inform customers of service requirements, etc.

How would a system for managing customer relationships impact my organization?

Customers are the core requirement for any business and as such there is a need to foster and maintain great customer relationships with them.

This customer relationship management learning pack takes a refreshing look at the key requirements for a CRM process that integrates your organization with those of your customers. You will learn how to introduce a successful customer relationship management program in your organization and reap the enormous benefits as a result.

Whether you are interested to learn about customer relationship management for yourself or you want to instruct your staff or clients on how to implement a successful customer relationship management process this training pack will repeatedly deliver endless results for you.

HOW CAN I RECEIVE THE TRAINING?

1. You can come to us for Instructor Led Training,
2. or we can come to you for Onsite Training
3. Day or evening training provided

LEARNING MATERIALS

All standard learning materials like manuals are included in the course fee. You can buy the full CRM solution separately!

WHAT DOES THE COURSE CONSIST OF?

8911- Installation and Deployment in Microsoft Dynamics CRM 4.0

This two-day instructor-led course provides students with the tools to install and configure Microsoft Dynamics CRM 4.0. The course focuses on the components used within a Microsoft Dynamics CRM deployment, the hardware and software requirements needed to successfully deploy Microsoft Dynamics CRM, and the installation instructions for the primary Microsoft Dynamics CRM components: the Microsoft Dynamics CRM Server, the E-Mail Router, and Microsoft Dynamics CRM for Office Outlook.

Lessons:

• Module 1: Microsoft Dynamics CRM Components
• Module 2: Planning the Microsoft Dynamics CRM Installation
• Module 3: Microsoft Dynamics CRM Server
  
• Module 4: Microsoft Dynamics CRM Components
• Module 5: Microsoft Dynamics CRM for Microsoft Office Outlook
• Module 6: Redeploying Microsoft Dynamics CRM 4.0
• Module 7: Upgrading to Microsoft Dynamics CRM 4.0
• Module 8: Repairing and Uninstalling Microsoft Dynamics CRM 4.0

View Installation and Deployment course outlines!

8912 - Customization and Configuration in Microsoft Dynamics CRM 4.0

This three-day instructor-led course provides students with the tools to configure and customize Microsoft Dynamics CRM 4.0

Lessons

• Module 1: Configuring Business Units
• Module 2: Configuring Security
• Module 3: Configuring Users and Teams
• Module 4: Configuring Organizational Settings
• Module 5: Customizing Microsoft Dynamics CRM Overview
• Module 6: Customizing Forms and Views
• Module 7: Customizing Entities and Attributes
• Module 8: Customizing Relationships and Mappings ments
• Module 9: Renaming Entities and Translating Customizations
• Module 10: Maintaining Organizations through Deployment Manager
• Module 11: Introduction to Advanced Customizations

View Customization and Configuration course outlines!

8913 - Microsoft Dynamics CRM 4.0 Applications

This three-day course explores the Microsoft Dynamics CRM application from a user's perspective.

Lessons

• Module 1: Introduction to Microsoft Dynamics CRM
• Module 2: Understanding Microsoft Dynamics CRM Software
• Module 3: Using Microsoft Dynamics CRM in a Global Market
• Module 4: The Customer Centered View
• Module 5: Using Microsoft Dynamics CRM for Outlook
• Module 6: Introduction to Sales
• Module 7: Opportunity Management
• Module 8: Managing Leads
• Module 9: Using the Product Catalog
• Module 10: Sales Order Processing
• Module 11: Sales Reporting
• Module 12: Understanding Marketing Campaigns
• Module 13: Planning and Creating Marketing Campaigns
• Module 14: Managing Marketing Campaigns
• Module 15: Understanding Service Management
• Module 16: Managing Contracts
• Module 17: Managing Cases
• Module 18: Creating A Knowledge Base
• Module 19: Managing Service Queues
• Module 20: Service Scheduling
• Module 21: Scheduling Services for Your Customers
• Module 22: Maintaining Users and Resources

Microsoft Dynamics CRM 4.0 Applications course outlines!