By Arrowsol Technologies
 Microsoft Dynamics CRM product is customer
relationship management software released
by Microsoft.
 The CRM software is...
 Deploy a CRM Software that adapts to any or all
of your business processes. One can access the
data in the CRM using a w...
 One can easily integrate the software with the
outlook.
 CRM with in cloud.
 Easily adopts to fit your business.
 Eff...
 MSCRM Basics
MSCRM Introduction
MSCRM Architecture, Layers and Technology
MSCRM Basic Navigations
Accounts, Contacts , A...
 Service Management
Case Management
Service Management
Contract Management
Knowledge Base Article Management
 Business M...
 Administration
System Settings, Server Settings
Business Unit, Security Roles creations.
Field Security Profiles
Team, U...
 Customization& Solutions
Customization of System Entity, Custom Entity
Entity Creation, Attribute Creations
Form Creatio...
 Import and Exports of Reports
 Customizing RDL files with Business Intelligence
Studio (Basic)
 Goal Management
Goal A...
 Course Snapshots
 Marketing Automation in Microsoft Dynamics CRM 2011(80290A)
 Module 1: Introduction
Benefits of Clos...
 Module 3: Analysis, Reporting and Goals
Analyzing Marketing Information with
Lists, Views and Charts
Working with Report...
 Module 1: Introduction
Overview of the Sales Process in Microsoft
Dynamics CRM
Core Records in the Sales Process
Trackin...
 Module 3: Sales Order Processing
The Microsoft Dynamics CRM Sales Order Process
Opportunities, Quotes, and the Sales Pro...
 Service Management in Microsoft Dynamics CRM
2011(80292A)
 Module 1: Introduction
Getting Started with Service Manageme...
 Module 3: Using the Knowledge Base
Article Templates
Creating, Approving and Publishing Articles
Using and Searching the...
 Module 1: Introduction
Service Scheduling Overview
Service Scheduling Scenarios
Service Scheduling Process
Working with ...
 Microsoft Dynamics CRM 2011 Customization and
Configuration (80294A)
 Module 1: Business Units and Security Roles
Busin...
 Module 4: Customizing Fields
Customization Concepts
Field Data Types
Field Properties
Creating Fields
Creating Option Se...
 Module 7: Customizing Forms, Views and
Charts
Basic UI Customization Capabilities
View Customization Overview
Charts
For...
 Module 9: Configuring Auditing
Enabling Auditing
Viewing Audit Data
Managing Audit Partitions
 Module 10: Configuring S...
 For MSD CRM Online Training or corporate
training or classroom training, please visit
http://arrowsoltraining.com/micros...
Microsoft dynamics crm
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Microsoft dynamics crm

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Arrowsol Technologies provide Microsoft Dynamics Training with an experienced trainer. Attend a free demo on MSD CRM functional and Technical to assess the quality of our training.

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Microsoft dynamics crm

  1. 1. By Arrowsol Technologies
  2. 2.  Microsoft Dynamics CRM product is customer relationship management software released by Microsoft.  The CRM software is user friendly and it helps in improving the client customer relationship.  It is having two modules:  CRM Functional  CRM Technical
  3. 3.  Deploy a CRM Software that adapts to any or all of your business processes. One can access the data in the CRM using a web browser, outlook or tablet.  User interfaces can be personalized according to the preferences and job roles of the colleagues.  Gain timely business insight through real-time CRM reports & dashboards.  The processing costs can be reduced and the efficiency will be increased.  Customers can be retained and the sales drive can be improved.
  4. 4.  One can easily integrate the software with the outlook.  CRM with in cloud.  Easily adopts to fit your business.  Efficiency of reporting can be improved.  Receive CRM updates to improve the efficincy of the software.
  5. 5.  MSCRM Basics MSCRM Introduction MSCRM Architecture, Layers and Technology MSCRM Basic Navigations Accounts, Contacts , Activities  Sales & Marketing Management Lead Management Opportunity Management Product Management Campaign Management Marketing List Management Quotes, Order, Invoice Management Competitors and Goal Management Sales Literature and Marketing Materials
  6. 6.  Service Management Case Management Service Management Contract Management Knowledge Base Article Management  Business Management Fiscal Year, Business Closures Goal Metrics Facilities and Equipment’s Queue management (Configuring POP3, SMTP, Gmail) Resource Group Quota, Sales Territories, Site Management Subjects, Connection & Relationship Roles.
  7. 7.  Administration System Settings, Server Settings Business Unit, Security Roles creations. Field Security Profiles Team, User Creation Access and Privileges Auto Numbering, Languages Settings  Database Management Data Imports Data Maps Templates of Data Imports Duplicate Detection Settings, Rules, Jobs Bulk Deletion
  8. 8.  Customization& Solutions Customization of System Entity, Custom Entity Entity Creation, Attribute Creations Form Creation, Section, Tabs, I frames, Relationship (1:N, N:1, N:N) Views creation Templates creation (Email, Contract, KB) Understanding Solutions Import & Export Customization  Document Management Document Management Share point Document Locations Components Management  Report Management Dashboard Creations Customizing Reports
  9. 9.  Import and Exports of Reports  Customizing RDL files with Business Intelligence Studio (Basic)  Goal Management Goal Audit Settings Entity and Field Audit Settings Audit Log Management Audit Summary  Workflow Creations Process Creations Process Triggers, Loops, Branch, Chain Process Export, Import and Publish Workflow Rules
  10. 10.  Course Snapshots  Marketing Automation in Microsoft Dynamics CRM 2011(80290A)  Module 1: Introduction 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  Module 2: Implementing and Managing Marketing Campaigns Campaigns, Campaign Activities and Marketing Lists Creating and Using Email Templates Sales Literature, Products and Price Lists Distributing Campaign Activities Capturing and Viewing Campaign Responses Working with Campaign Responses
  11. 11.  Module 3: Analysis, Reporting and Goals Analyzing Marketing Information with Lists, Views and Charts Working with Reports Creating and Managing Marketing Goals Creating Charts Customizing and Working with Dashboards Sales Management in Microsoft Dynamics CRM 2011 (80291A)
  12. 12.  Module 1: Introduction Overview of the Sales Process in Microsoft Dynamics CRM Core Records in the Sales Process Tracking Competitors and Managing Sales Literature Working with Leads Working with Opportunities Sales Processes, Workflows and Dialogs  Module 2: Working with the Product Catalog The Product Catalog and the Sales Process Unit Groups Adding and Maintaining Products Creating, Maintaining and Using Price Lists
  13. 13.  Module 3: Sales Order Processing The Microsoft Dynamics CRM Sales Order Process Opportunities, Quotes, and the Sales Process Working with Orders Working with Invoices  Module 4: Analysis, Reporting and Goals Analyzing Sales Information with Lists, Views and Charts Working with Reports Exporting Sales Information to Microsoft Office Excel Creating and Managing Sales Goals Creating Charts Dashboards
  14. 14.  Service Management in Microsoft Dynamics CRM 2011(80292A)  Module 1: Introduction Getting Started with Service Management Cases and the Service Management Process Queues and Contracts in Service Management Working with Cases in the Case Grid  Module 2: Working with Cases and Contracts Creating Case Records Working with Cases Contracts and Contract Templates Creating and Working with Contracts Using Contracts with Cases
  15. 15.  Module 3: Using the Knowledge Base Article Templates Creating, Approving and Publishing Articles Using and Searching the Knowledge Base Cases and Knowledge Base Articles  Module 4: Working with Teams and Queues Introduction to Teams Introduction to Queues Creating and Managing Queues Working with Queues and Queue Items Using Workflows with Queues  Module 5: Analysis, Reporting and Goals Service Management Reports Service Management Charts and Dashboards Goal Management for Service Service Scheduling in Microsoft Dynamics CRM 2011 (80293A)
  16. 16.  Module 1: Introduction Service Scheduling Overview Service Scheduling Scenarios Service Scheduling Process Working with Service Activities and the Service Calendar Closing, Canceling, or Rescheduling a Service Activity Using Charts and Reports to Analyze Service Activities  Module 2: Advanced Topics Understanding the Service Activity Scheduling Engine Resources, Services and Selection Rules Incorporating Customer Preferences Resource and Service Capacity Requirements Understanding Sites and Same-Site Requirements
  17. 17.  Microsoft Dynamics CRM 2011 Customization and Configuration (80294A)  Module 1: Business Units and Security Roles Business Units Managing Business Units Security Features  Module 2: Configuring Users and Teams User Management Overview Adding and Maintaining User Accounts Team Configuration  Module 3: Customizing Microsoft Dynamics CRM Overview Customization Methodology Who can Customize Microsoft Dynamics CRM? Types of Customizations Types of Customizations – Solutions
  18. 18.  Module 4: Customizing Fields Customization Concepts Field Data Types Field Properties Creating Fields Creating Option Sets  Module 5: Customizing Entities Entity Concepts Modifying Custom Entities  Module 6: Customizing Relationships and Mappings Types of Entity Relationships Creating Entity Relationships Entity Mapping
  19. 19.  Module 7: Customizing Forms, Views and Charts Basic UI Customization Capabilities View Customization Overview Charts Form Customization Overview Other Form Objects Creating New Forms  Module 8: Configuring Field Security Field Security Scope Field Security and Other Security Methods
  20. 20.  Module 9: Configuring Auditing Enabling Auditing Viewing Audit Data Managing Audit Partitions  Module 10: Configuring Solutions solutions Review Exporting and Importing Unmanaged Solutions Exporting and Importing Managed Solutions
  21. 21.  For MSD CRM Online Training or corporate training or classroom training, please visit http://arrowsoltraining.com/microsoft- dynamics-crm/  For an intensive training at the best price in market contact us at, USA: +1 305 848 5248 IND: +91 924 634 7683 MAIL: info@arrowsoltraining.com

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