Microsoft Dynamics CRM Applications E-Learning Training
Order this amazing, award-winning Microsoft Dynamics CRM 2013 Applications course online!
✔️ 1 year 24/7 access to comprehensive interactive videos, speeches and practical tasks.
✔️ Includes progress monitoring and an official certificate of attendance upon completion.
Why choose this course?
Microsoft Dynamics CRM 2013 provides powerful tools for managing customer relationships, marketing campaigns and business processes. This E-Learning course will give you the knowledge and skills to get the most out of this versatile software.
What you will learn:
- Managing marketing campaigns: Learn how to introduce new products and services using marketing campaigns in Microsoft Dynamics CRM.
- Customise and publish forms: Discover how to customise forms to your specific business needs and publish them for use within your organisation.
- Optimise business processes: Work with workflows and business processes to increase efficiency and productivity.
- Full insight: Get an in-depth overview of the applications and functionalities of Microsoft Dynamics CRM 2013.
With this course, you will not only learn how to use the software, but also how to implement it effectively and tailor it to your business needs.
Who should participate?
This course is ideal for:
- Marketing professionals who want to improve their campaigns using Microsoft Dynamics CRM.
- Business analysts and CRM administrators who want to optimise workflow and business processes.
- Sales and account managers who want to strengthen customer relationships using advanced CRM tools.
- IT professionals responsible for implementing and maintaining Microsoft Dynamics CRM within an organisation.
- Anyone who works with Microsoft Dynamics CRM and wants to expand their skills.
Course content
Getting Started
Course: 30 Minutes
- Course Introduction
- Getting Started
- Navigation Basics
- Customer Records
- Working with Activities
- Relating Data Using Connections
The Dynamics CRM Outlook Client
Course: 38 Minutes
- Installation and Configuration of the Outlook Client
- Navigation in the Outlook Client
- Synchronization Configuration
- Contact Synchronization
- Appointment, Recurring Appointments, and Task Tracking
- Accessing Data Offline
- Setting Personal Options
E-mail Management and Integration
Course: 26 Minutes
- E-mail Configuration Options
- E-mail Tracking
- Turning E-mails into Actions
- Automated E-mail Linking
- Adding Content to E-mails
Business Process Automation
Course: 47 Minutes
- Background Workflows
- Real-Time Workflows
- Introduction to Dialogs
- Dialogs with Conditional Branches
- Querying CRM Data in a Dialog
- Monitoring Background Processes
- Monitoring Real-Time Processes and Process Reporting
Turning Data into Information
Course: 12 Minutes
- Introduction to Advanced Find
- Looking Deeper with Advanced Find
Practice: Create Workflows
Course: 10 Minutes
- Exercise: Create Workflows
Introduction to Sales Management
Course: 36 Minutes
- Course Introduction
- Introduction to Sales Management
- The Sales Process
- Lead Management and Lead Conversion
- Working with Opportunity Records
- Opportunity Resolution
- Managing and Using Multiple Currencies
- Keeping Track of the Competition
Configuring the Sales Module
Course: 31 Minutes
- Introduction to the Product Catalog and Unit Groups
- Price Lists and Products
- Price List Items and Pricing Methods
- Product Grouping and Price Rounding
- Discount Lists
- Sales Literature
Sales Order Processing
Course: 19 Minutes
- Generating Quotes from Opportunities
- Sending and Revising Quotes
- Orders and Invoicing
Metrics and Goals
Course: 23 Minutes
- Configuring Goal Metrics and Rollup Fields
- Creating and Assigning Goal Records
- Creating a Rollup Query
- Parent Goals
Sales Analysis and Reporting
Course: 33 Minutes
- Sales Reports
- Exporting CRM Data to Excel
- Using Excel to Analyze your CRM Data
- Charts and Visualization
- CRM Report Builder
Practice: Working with the CRM Sales Module
Course: 6 Minutes
- Exercise: Use the Sales Cycle
Introduction to Marketing Automation
Course: 31 Minutes
- Course Introduction
- Creating and Using Marketing Lists
- Dynamic Marketing Lists
- Choosing Campaigns or Quick Campaigns
- Quick Campaigns
- Configuring Activity Feeds
- Internal Communication and Social Interaction
Marketing Campaigns
Course: 36 Minutes
- Marketing Campaign Templates
- Marketing Campaigns
- Campaign Activities
- Distributing Campaign Activities
- Capturing and Viewing Campaign Responses
- E-mail Templates
Marketing Reports and Mail Merging
Course: 20 Minutes
- Marketing Reports
- Mail Merge Templates
- Mail Merge
Importing Data
Course: 15 Minutes
- The Import Data Wizard
- Export and Import Data Using Excel
Data Quality Management
Course: 28 Minutes
- Merge Duplicate Records
- Duplicate Detection Rules
- Catching Duplicate Records
- Bulk Record Deletion
- The Data Quality Dashboard
Practice: Creating a Quick Campaign
Course: 5 Minutes
- Exercise: Set Up Quick Campaigns
Case Management
Course: 41 Minutes
- Course Introduction
- Creating a Service Case
- The Subject Tree
- Personal Queues
- Shared Queues
- Working with Queues and Queue Items
- Customer Service Reports
Setting up a Knowledge Base
Course: 20 Minutes
- Article Templates
- Creating, Approving, and Publishing KB Articles
- Using and Searching the Knowledge Base
- Cases and Knowledge Base Articles
Managing Services Offerings with Service Contracts
Course: 18 Minutes
- Contract Templates
- Creating Contracts and Contract Lines
- Using Contracts with Cases
Service Scheduling
Course: 45 Minutes
- Service Module Initial Configuration
- Creating Services
- Schedule a Service
- Restricting the Selection of Resources
- Complex Service Scheduling
- Service Calendar
Advanced Case Management
Course: 43 Minutes
- Entitlements
- Entitlements and Cases
- Create Service Level Agreements
- Service Level Agreements and Cases
- Parent/Child Case Creation
- Automatic Case Routing
- Automatic Case Creation from E-mails
Practice: Using Automatic Case Routing
Course: 10 Minutes
- Exercise: Use Automatic Case Routing
Get started with Microsoft Dynamics CRM!
✔️ Learn at your own pace with interactive videos and practical exercises.
✔️ Track your progress with reports and complete tests to reinforce your knowledge.
✔️ Earn a certificate of attendance and demonstrate your expertise in Microsoft Dynamics CRM.
Order your course now and start optimising your customer relationship management today!
