8913 Applications in Microsoft Dynamics CRM 4.0


This course provides students with the necessary tools to use Microsoft Dynamics CRM 4.0. The course focuses on the user interface and application functionality, specifically: Sales, Marketing Automation, Service, and Service Scheduling.


After completing this course, students will be able to: -
  • Use the Microsoft Dynamics CRM user interface and application terminology
  • Develop basic and advanced navigation and record maintenance
  • Access the Microsoft Dynamics for Outlook functionality, including synchronization
  • Perform planning and budgeting tasks related to marketing campaigns
  • Create and manage customer lists
  • Create marketing campaigns
  • Manage campaigns and track campaign responses
  • Create and maintain account, contact, and activity record management
  • Schedule, administer, and define services
  • Use the advanced find functionality to evaluate customer data
  • Access and maintain contracts, cases, the knowledge base, and queues.
  • Create and manage accounts, contacts, leads, opportunities, and activities.
  • Use the sales functionality, including lead, opportunity, quotes, orders, invoices, and the product catalog.


This course is intended for individuals that plan to implement, use, maintain, or support Microsoft Dynamics CRM in their organization. The course is intended for service schedulers, administrators, office managers, CEOs, and consultants who want to gain foundational knowledge of the application functionality.


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

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

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

Introduction to Sales Management

  • Sales Management Overview
  • Tracking Competitors
  • Managing Sales Literature
  • Introduction to Leads
  • Creating and Importing Leads
  • Tracking and Converting Leads
  • Disqualifying and Reactivating Leads
  • Reporting on Leads
  • Introduction to Opportunities
  • Creating Opportunities
  • Working with Opportunities
  • Tracking Opportunities through a Sales Process
  • Closing Opportunities
  • Using the Sales Pipeline Report

Sales Order Processing

  • Completing the Sales Transaction
  • Product Catalog
  • Unit Groups
  • Adding Products
  • Creating Price Lists
  • Creating Discount Lists
  • Creating and Revising Quotes
  • Creating and Tracking Orders
  • Creating and Closing Invoices
  • Evaluating Sales Data
  • Measuring Performance with Sales Productivity Reports
  • Using Export to Excel
  • Using the Report Wizard

Introduction to Marketing Management

  • Benefits of Closed Loop Marketing
  • Quick Campaigns
  • Marketing Campaigns vs. Quick Campaigns
  • Creating a Marketing Campaign
  • Creating and Using Marketing Campaign
  • Creating and Using Campaign Templates
  • Managing Campaign Responses
  • Analyzing Campaigns

Implementing Marketing Campaigns

  • Distribute Campaign Activities
  • Monitoring Marketing Campaigns
  • Capturing and Viewing Campaign Responses
  • Working with Campaign Responses
  • Analyzing Marketing Information

Introduction to Service Management

  • Getting Started with Service Management
  • Subject Trees
  • Service Management Process Flow
  • Contracts
  • Creating Contract Templates
  • Creating a Contract and Contract Lines
  • Modifying Contracts and Contract Lines
  • Renewing Contracts
  • Working with Contracts

Managing Service Cases

  • Understanding Case Management
  • Viewing Cases
  • Creating Cases
  • Assigning and Reassigning Cases
  • Accepting Cases
  • Maintaining Cases
  • Resolving Cases
  • Sharing Cases
  • Reactivating Cases
  • Canceling and Deleting Cases
  • Case Management Reports

Microsoft Dynamics CRM Knowledge Base

Training provider

Teaching mode:
Online - Self paced
Classroom - Instructor Led
Duration: 3 days
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