www.monstercourses.com                       info@monstercourses.com                           Microsoft CRM DynamicsMicro...
www.monstercourses.com                                info@monstercourses.comCreating and Working with ContractsUsing Cont...
www.monstercourses.com       info@monstercourses.comCustomizing Forms, Views and ChartsBasic UI Customization Capabilities...
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Microsoft crm dynamics Online Training | Online MS Dynamics Training| MS CRM Dynamics Training

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Microsoft crm dynamics Online Training | Online MS Dynamics Training| MS CRM Dynamics Training

  1. 1. www.monstercourses.com info@monstercourses.com Microsoft CRM DynamicsMicrosoft Dynamics CRM 2011 Online Training – ApplicationsSales Management in Microsoft Dynamics CRM 2011 (3 hrs)1. Introduction Overview of the Sales Process in Microsoft Dynamics CRM Core Records in the Sales Process Tracking Competitors and Managing Sales Literature Qualify and Convert Leads Running a Dialog Process2. Working with the Product Catalog The Product Catalog and the Sales ProcessUnit Groups Adding and Maintaining Products Creating, Maintaining and Using Price Lists3. Sales Order ProcessingThe Microsoft Dynamics CRM Sales Order ProcessOpportunities, Quotes, and the Sales ProcessWorking with Orders Working with Invoices4. LAB ExercisesMarketing Automation in Microsoft Dynamics CRM 2011 ( 3 hrs)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 Templates2. Implementing and Managing Marketing Campaigns in MS CRM Dynamics 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 Responses3. LAB ExercisesService Management in Microsoft Dynamics CRM 2011 ( 3 hrs)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 Grid2. Working with Cases and Contracts Creating Case Records Working with Cases Contracts and Contract Templates www.monstercourses.com
  2. 2. www.monstercourses.com info@monstercourses.comCreating and Working with ContractsUsing Contracts with Cases3. Using the Knowledge Base Article Templates Creating, Approving and Publishing Articles Create, activate, deactivate and delete Knowledge Base article templates. Utilize articles to assist in resolving cases.4. Working with Teams and QueuesIntroduction to TeamsIntroduction to QueuesCreating and Managing QueuesWorking with Queues and Queue Items5. LAB ExercisesReports and Goal Management (2 hrs)Generating standard Reports for all the above modulesWorking with standard CRM Reports.Working with Goals, Goal Metrics.Creating Goal Metrics.Workflow and Dialogues for all the above modules.Microsoft Dynamics CRM 2011 Customization and ConfigurationDuration – 20 hrsBusiness Units and Security RolesBusiness UnitsManaging Business UnitsSecurity FeaturesConfiguring Users and TeamsUser Management OverviewAdding and Maintaining User AccountsTeam ConfigurationCustomizing Microsoft Dynamics CRM OverviewCustomization MethodologyWho can Customize Microsoft Dynamics CRM?Types of CustomizationsTypes of Customizations – SolutionsCustomizing FieldsCustomization ConceptsField Data TypesField PropertiesCreating FieldsCreating Option SetsCustomizing EntitiesEntity ConceptsModifying Custom EntitiesCustomizing Relationships and MappingsTypes of Entity RelationshipsCreating Entity RelationshipsEntity Mapping www.monstercourses.com
  3. 3. www.monstercourses.com info@monstercourses.comCustomizing Forms, Views and ChartsBasic UI Customization CapabilitiesView Customization OverviewChartsForm Customization OverviewOther Form ObjectsCreating New FormsConfiguring Field SecurityField Security ScopeField Security and Other Security MethodsConfiguring AuditingEnabling AuditingViewing Audit DataManaging Audit PartitionsConfiguring SolutionsSolutions ReviewExporting and Importing Unmanaged SolutionsExporting and Importing Managed SolutionsLAB Exercise.Java Script Hints. www.monstercourses.com

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