Fast Track: Applications in Microsoft Dynamics CRM 2013/CRM Online

Overview

This course provides both an introduction to Microsoft Dynamics CRM 2013 and provides students with the skills and knowledge to personalise Microsoft Dynamics CRM 2013. Now includes selected marketing content.

Exams:

Microsoft recommends this course in preparation for the following exams:

  • Microsoft Dynamics CRM 2013 Applications Specialist

  • MB2700:Microsoft Dynamics CRM 2013 Applications

Objectives

After completing this course, you will be able to:

  • use the Microsoft Dynamics CRM user interface and application terminology
  • develop basic and advanced navigation and record maintenance
  • create marketing campaigns
  • create and maintain account, contact, and activity record management
  • schedule, administer, and define services
  • use the sales functionality

Audience

It is intended for individuals that plan to implement, deploy, use, maintain, consult or support Microsoft Dynamics CRM 2013 in their organisation.

Prerequisites

  • General knowledge of Microsoft Windows
  • General knowledge of Microsoft Office
  • Students do not need a prior understanding of Customer Relationship Management solution processes and practices

Syllabus

Module 1: Microsoft Dynamics CRM Concepts

  • Microsoft Dynamics CRM functionality
  • Microsoft Dynamics CRM clients
  • Microsoft Dynamics CRM records
  • Application navigation


Module 2: Working with the Application

  • Customer records
  • Addresses
  • Personal options


Module 3: Introduction to Sales Management

  • Customer Scenarios
  • Basic Record Types


Module 4: Lead Management

  • Lead to Opportunity Process Form and Process Ribbon
  • Convert Activity Records to Leads
  • Qualifying and Disqualifying Leads
  • Create, Maintain, and Use Sales Literature
  • Create, Maintain, and Use Competitors
  • Lab: Create and Disqualify a Lead
  • Create a New Lead Record
  • Disqualify the Lead Record


Module 5: Working with Opportunity Records

  • Create Opportunities and Work with Opportunity Form
  • Changing Opportunity Status
  • Lab: Managing Sales Opportunities


Module 6: Working with the Product Catalog

  • The Dynamics CRM Product Catalog
  • Unit Groups
  • Adding and Maintaining Products
  • Creating, Maintaining and Using Price Lists
  • Currency Management
  • Creating a Price List
  • Lab: Managing Price List Items
  • Create a Test Opportunity Record, and Add a Price List
  • Lab: Managing the Product Catalog
  • Create Currency
  • Create a Unit Group associated with the Currency
  • Create a Product
  • Create a Price List and Price List Item Tied to the Currency


Module 7: Sales Order Processing

  • Adding Line Items (Opportunity Products) to Opportunities
  • Quote Management
  • Working with Orders
  • Working with Invoices
  • Lab: Sales Order Process


Module 8: Metrics and Goals

  • Configuring Goal Metrics & Fiscal Periods
  • Creating and Assigning Goal Records
  • Creating and Recalculating Parent and Child Goal Records
  • Creating a Rollup Query
  • Lab: Goal Management for Individuals
  • Implement a Goal Metric


Module 9: Sales Analysis

  • Running Built-in Reports
  • Exporting Sales Information to Excel
  • Working with Charts and Dashboards
  • Working with System Charts from the Opportunity List
  • Working with Dashboards
  • Create a New Dashboard in the Workplace
  • Sharing Dashboards, Charts and Advanced Find Queries
  • Lab: Create a New Sales Dashboard
  • Create an advanced find query
  • Create a chart.
  • Create a dashboard, and add the advanced find query and chart to it, then share


Module 10: Introduction to Customer Service

  • Customer Scenarios
  • Customer Service Entities and Record Types


Module 11: Cases

  • Creating Case Records
  • Understanding the Process Ribbon and Menu Options
  • Case Resolution, Canceling and Deleting
  • Assigning Case Records
  • Other Actions on Cases From Forms and Views
  • Working with the Subject Tree
  • Working with the Case List and Views
  • Lab: Case Resolution Processing
  • Create a case
  • Associate a phone call with the case
  • Resolve the case


Module 12: Knowledge Base

  • Article Templates
  • Creating, Approving and Publishing Articles
  • Using and Searching the Knowledge Base
  • Cases and Knowledge Base Articles
  • Sending Knowledge Base Articles
  • Lab: Managing Knowledge Base Articles
  • Create, Submit, and Publish a Knowledge Base Article


Module 13: Queue Management

  • Queue Management
  • Lab: Create and Manage Queues
  • Create a New Public Queue for Incoming Questions


Module 14: Contracts

  • Contracts and Contract Templates
  • Creating and Working with Contracts
  • Using Contracts with Cases
  • Lab: Resolving a Case with a Contract
  • Create a Contract Template
  • Create a Contract using a Contract Template
  • Open a case and associate a contract
  • Create and Close an Appointment Activity a With the Case
  • Resolve the Case


Module 15: Analysis, Reports and Goals

  • Customer Service Reports
  • Customer Service Charts and Dashboards
  • Customer Service Goals and Metrics
  • Lab: Goals and Goal Metrics
  • Modify a Goal Metric to Include in-Progress Cases


Module 16: Service Scheduling

  • Service Scheduling Scenarios
  • Service Scheduling Terminology
  • Service Scheduling Process
  • Resources, Services and Selection Rules
  • Include Customer Preferences
  • Understand Sites and Same-Site Requirements
  • Manage Business Closures
  • Explain the Service Activity Scheduling Engine
  • Working with Service Activities and the Service Calendar
  • Close, Cancel, or Reschedule a Service Activity
  • Lab: Schedule a Service by Using a Same-Site Requirement
  • Create a Service Activity based on a Same-Site Requirement Service


Module 17: Introduction to Marketing Automation

  • SELECTED CONTENT COVERING MICROSOFT DYNAMICS CRM 2013 MARKETING WILL BE ADDED TO DAY ONE OF THE FAST TRACK COURSE
  • Benefits of Closed Loop Marketing
  • Creating and Using Marketing Lists
  • Marketing Campaigns and Quick Campaigns
  • Quick Campaigns
  • Introduction to Marketing Campaigns
  • Creating a Marketing Campaign
  • Creating and Using Campaign Templates
  • Importing Leads

Training provider

Teaching mode: Classroom - Instructor Led
Duration: 2 days
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