8524 Microsoft CRM 3.0 Service Scheduling

Overview

This course explores the Microsoft CRM application from a user's perspective. Application functionality covered in the course includes Core CRM Navigation, User Interface, Outlook Client, and the Service Scheduling module.

Syllabus

Microsoft CRM Concepts

  • Microsoft CRM Modules
  • Accessing Microsoft CRM
  • Customer Records
  • Customer Relationships
  • Understanding customization availability

Microsoft CRM Client for Outlook

  • Identifying the functionality available in the Microsoft CRM Client for Outlook
  • Navigate within the Microsoft CRM client for Outlook user interface
  • Navigate within the Microsoft CRM client for Outlook user interface
  • Create and manage Microsoft CRM records and activities in Outlook

Service Scheduling Life Cycle

  • Understand the service scheduling process flow in Microsoft CRM.
  • View a demonstration of the service scheduling process

Scheduling Services for Your Customers

  • Navigate and book service activities in the Service Calendar
  • Schedule a service activity for your customers
  • Close, Cancel or reschedule a service activity
  • View service activities and appointments
  • Set Customer preferences for a service activity

Maintaining User and Resources

  • Understand the concepts of scheduling users and other resources in Microsoft CRM
  • Set up a schedule for a user, facility or equipment
  • Create, and Add users, facility or equipment to a resource group
  • View schedules for resources
  • Remove resources from the scheduled services
  • Set or edit business closures

Defining Services

  • Define rules and resources for services
  • Create or edit a service

Training provider

Teaching mode:
Online - Self paced
Classroom - Instructor Led
Duration: 1 day
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Top skills covered in this course

Microsoft Dynamics
Worldwide
This skill has an average salary of
US$82,898
and is mentioned in
1.60%
of job ads.
Microsoft Dynamics CRM
Worldwide
This skill has an average salary of
US$80,200
and is mentioned in
0.11%
of job ads.