MOC 80442 – Introduction to Microsoft Dynamics CRM 2011

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This 1 day instructor-led training class is presented by Microsoft training partners to their end customers. Channel Partners nationwide hire proven AMS Subject Matter Expert Microsoft Certified Trainers (MCT’s) to teach on-site or on-line classes.

This class provides an introduction to Microsoft Dynamics CRM 2011. The course focuses on the user interface and working with the application and provides a foundation for other Microsoft Dynamics CRM 2011 courses. The course describes Microsoft Dynamics CRM concepts, the Web interface, the Microsoft Dynamics CRM for Outlook interface, searching, and reporting.

Goals

  • Learn about key Microsoft Dynamics CRM concepts.
  • Learn how customer records, addresses, notes, attachments, connection records, and activities are recorded in Microsoft Dynamics CRM and how to configure personal options.
  • Learn to work with records and views.
  • Learn to use Microsoft Dynamics CRM for Outlook to track and synchronize items and manage offline capability.
  • Learn to search and report on Microsoft Dynamics CRM data.

Outline

  1. Microsoft Dynamics CRM Concepts
    1. Microsoft Dynamics CRM functionality
    2. Microsoft Dynamics CRM clients
    3. Security
    4. Microsoft Dynamics CRM records
    5. The Get Started pane
    6. Application navigation
    7. Microsoft Dynamics CRM Help and the Resource Center
    8. Lab: Navigate Microsoft Dynamics CRM
  2. Working with the Application
    1. Customer records
    2. Addresses
    3. Notes and attachments
    4. Connections
    5. Activities
    6. Personal options
    7. Lab: Work with Core Records and Personal Options
  3. Working with Records
    1. Views
    2. Record ownership
    3. Sharing records
    4. Deleting and editing records
    5. Import records
    6. Mail merge with Microsoft Word
    7. Lab: Import Contacts
    8. Lab: Mail Merge
  4. Microsoft Dynamics CRM for Microsoft Office Outlook
    1. Integration with Outlook
    2. Tracking Outlook items
    3. Synchronizing records
    4. Conditional formatting
    5. Offline capability
    6. Lab: Tracking Records
    7. Lab: Configure Outlook Synchronization Filters
    8. Lab: Offline Capability
  5. Searching and Reporting
    1. Search using quick find
    2. Search using Advanced Find
    3. Manage saved views
    4. Export to Excel
    5. Default reports
    6. The Report Wizard
    7. Overview of charts and dashboards
    8. Lab: Search for Records
    9. Lab: Export Records
    10. Lab: Reports

To Hire an AMS Microsoft Dynamics Subject Matter Expert Consultant and Instructor who also teaches this class, call 800-798-3901 today!

Related posts:

  1. MOC 80291 – Sales Management in Microsoft Dynamics CRM 2011
  2. MOC 80290 – Marketing Automation in Microsoft Dynamics CRM 2011
  3. MOC 10267, Introduction to Web Development with Microsoft Visual Studio 2010
  4. ASP.NET AJAX Training with Visual Basic 2010

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