80442 Introduction to Microsoft Dynamics CRM 2011

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Overview

The student will focus on the user interface and working with the application, gaining a foundation for other Microsoft Dynamics CRM 2011 courses, Microsoft Dynamics CRM concepts, Web interface, Outlook interface, searching, and reporting.

Objectives

After completing this course, students will be able to do the following:
  • Describe at a high level key Microsoft Dynamics CRM concepts.
  • Explain how customer records, addresses, notes, attachments, connection records, and activities are recorded in Microsoft Dynamics CRM and how to configure personal options.
  • Work with records and views.
  • Use Microsoft Dynamics CRM for Outlook to track and synchronize items and manage offline capability.
  • Search and report on Microsoft Dynamics CRM data

Audience

This course is intended for individuals who plan to implement, use, maintain, or support Microsoft Dynamics CRM in their organization. The course is intended for anyone who wants to gain foundational knowledge of Microsoft Dynamics CRM 2011.

Syllabus

Microsoft Dynamics CRM Concepts

  • Microsoft Dynamics CRM functionality
  • Microsoft Dynamics CRM clients
  • Security
  • Microsoft Dynamics CRM records
  • The Get Started pane
  • Application navigation
  • Microsoft Dynamics CRM Help and the Resource Center
  • Lab : Navigate Microsoft Dynamics CRM

Working with the Application

  • Customer records
  • Addresses
  • Notes and attachments
  • Connections
  • Activities
  • Personal options
  • Lab : Work with Core Records and Personal Options

Working with Records

  • Views
  • Record ownership
  • Sharing records
  • Deleting and editing records
  • Import records
  • Mail merge with Microsoft Word
  • Lab : Import Contacts
  • Lab : Mail Merge

Microsoft Dynamics CRM for Microsoft Office Outlook

  • Integration with Outlook
  • Tracking Outlook items
  • Synchronizing records
  • Conditional formatting
  • Offline capability
  • Lab : Tracking Records
  • Lab : Configure Outlook Synchronization Filters
  • Lab : Offline Capability

Searching and Reporting

  • Search using quick find
  • Search using Advanced Find
  • Manage saved views
  • Export to Excel
  • Default reports
  • The Report Wizard
  • Overview of charts and dashboards
  • Lab : Search for Records
  • Lab : Export Records
  • Lab : Reports

Training provider

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

Microsoft Dynamics CRM
Australia
This skill has an average salary of
AU$105,029
and is mentioned in
0.17%
of job ads in this area.
Microsoft Office
Australia
This skill has an average salary of
AU$81,612
and is mentioned in
1.57%
of job ads in this area.