Deze CRM 3.0 cursus leert deelnemers hoe ze Microsoft CRM 3.0 kunnen plannen, ontwikkelen en beheren. In de cursus komt de installatie, configuratie en implementatie van CRM 3.0 aan bod. Deelmemers leren hoe ze support kunnen bieden.

Doelgroep

Deze CRM 3.0 cursus is bestemd voor beheerders, ontwerpers en consultants die de technische aspecten en beheerfunctionaliteit van CRM 3.0 willen begrijpen.

Voorkennis

De deelnemers kunnen werken met Windows Server 2000 of 2003 en Active Directory, Windows XP, Microsoft Exchange 2000 of 2003, SQL Server 2000, Outlook en Internet Information Server. Aanbevolen wordt vooraf een van de CRM-applicatietrainingen te volgen.

Studiemateriaal

Engels studiemateriaal.

The CRM Organizational Structure

• Managing Business Units
• Manage Sites.

Configure Security

• Privileges, Access Levels and Roles
• Creating roles in business units
• Assigning roles to users
• Resolution of conflicting privileges.

Configuring Users and Teams

• CRM User Management
• Restricted Access Mode
• Team Management.

Configuring System Settings

• Configure System Settings
• Auto Numbering
• Fiscal Year Settings
• Configuring the web.config file.

Microsoft CRM Customization

• Levels of Customization
• Architecture and Supported Methods
• Available Customizations
• Customization Tactics and Methods.

Basic Customizations

• Customization Concepts
• Permissions Needed
• Customization Process
• Form and Attribute Customization
• Previews
• View Customization
• Re-name an existing entity.

Report Customization

• SQL Reporting Services Overview
• Creating and Modifying Reports
• Organize and Schedule Reports
• Deploy and Remove Reports
• Control who can view reports.

Sales Administration - Product Catalog

• Automated Sales and Workflow Processes
• Managing Competitors
• Managing Sales Literature
• Creating and Maintaining a Product Catalog.

Service Scheduling - Maintaining User and Resources

• User, facility and equipment work schedules
• Resource groups and Resource schedules
• View schedules for resources
• Remove resources from the schedule
• Set business closures.