Microsoft Dynamics CRM 4.0 Applications Training
| Aanbieder | Twice IT Training |
| Kosten | €1.245,00 |
Overzicht
This three-day course explores the Microsoft Dynamics CRM application from a user's perspective. Application functionality covered in the course includes: * Sales Management * Marketing Automation * Service Management * Service Scheduling This three-day instructor-led course provides students with the knowledge and skills to improve their business processes by using the key features of sales management, marketing automation, service management, and service scheduling. After completing this course, students will be able to: * Microsoft CRM User Interface and application terminology * Basic and advanced navigation and record maintenance * Microsoft CRM Client for Outlook functionality and synchronization * Planning and budgeting tasks related to marketing campaigns * Create and manage customer lists * Create marketing campaigns * Manage campaigns and track campaign responses * Account, Contact, and Activity record management * Service Scheduling functionality. This includes Scheduling Services, Scheduling Administration, and Defining Services. * Microsoft CRM Advanced Find functionality to evaluate customer data * Service functionality. This includes Contract, Case, Knowledge Base, and Queue management * Account, Contact, Lead, Opportunity and Activity record management * Sales functionality, including Lead, Opportunity, Quote, Order, Invoice, and Product Catalog management
Volledige omschrijving
Bestemd voor
This course is intended for individuals or anyone that plans to implement, use, maintain, or support Microsoft CRM in their organization. The class is targeted toward service schedulers, administrators, office managers, CEO’s, and consultants who want to understand the technical aspects of Microsoft CRM and gain foundational knowledge of the application functionality.Benodigde kennis
Before attending this course, students must have: * General knowledge of Microsoft Windows * An understanding of Customer Relationship Management solution processes and practices InschrijvenBeschrijving
Module 1: Introduction to Microsoft Dynamics CRM Module 2: Understanding Microsoft Dynamics CRM Software Module 3: Using Microsoft Dynamics CRM in a Global Market Module 4: The Customer Centered View Module 5: Using Microsoft Dynamics CRM for Outlook Module 6: Introduction to Sales Module 7: Opportunity Management Module 8: Managing Leads Module 9: Using the Product Catalog Module 10: Sales Order Processing Module 11: Sales Reporting Module 12: Understanding Marketing Campaigns Module 13: Planning and Creating Marketing Campaigns Module 14: Managing Marketing Campaigns Module 15: Understanding Service Management Module 16: Managing Contracts Module 17: Managing Cases Module 18: Creating A Knowledge Base Module 19: Managing Service Queues Module 20: Service Scheduling Module 21: Scheduling Services for Your Customers. Module 22: Maintaining Users and Resources