microsoft dynamics crm 4.0 training | Microsoft dynamics 2013 training

MS CRM 4.0 Online Functional Training

Overview
This one-day instructor-led course provides an introduction to Microsoft Dynamics CRM 2013. The course focuses on the user interface and working with the application and provides a foundation for other Microsoft Dynamics CRM 2013 courses. The course describes Microsoft Dynamics CRM concepts, the Web interface, the Microsoft Dynamics CRM for Outlook interface, searching, and reporting.

Module 1: Introduction to Microsoft Dynamics CRM
· Gaining a competitive advantage through CRM

· Microsoft Dynamics CRM Modules

· Microsoft Dynamics CRM Server and Client Options

· Balancing Usability and Reporting

· Microsoft Dynamics CRM User Interface

· Getting Help

· Multi-Language Support in Microsoft Dynamics CRM

· Multi-Currency Support in Microsoft Dynamics CRM

· Personalizing the CRM Experience

· Setting Personal Options

Module 2: Microsoft Dynamics CRM Basics
· View the customer through Microsoft Dynamics CRM

· Microsoft Dynamics CRM in Your Organization

· Implementing Processes to support Microsoft Dynamics CRM

· Customer Records

· Relationships between Customer Records

· Record Ownership and Assignment

· Using Activities to track Customer Interactions

· Using Workflows

· Finding and Maintaining Your Data

· Using Duplicate Detection

· Subject Tree

Module 3: Microsoft Dynamics CRM for Microsoft Office Outlook
· Benefits of Using Microsoft Dynamics CRM for Microsoft Office Outlook

· Integration between Microsoft Dynamics CRM and Outlook

· Record Management in Microsoft Dynamics CRM for Outlook

· E-mail management in Microsoft Dynamics CRM for Outlook

· Creating Mail Merge Documents

· Differences between Outlook Clients

· Using Microsoft Dynamics CRM for Outlook with Offline Access.

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visit www.microsoftdynamicsonlinetraining.com


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