Microsoft Dynamics Course Content

Microsoft Dynamics CRM 2011 Online Training – Applications 

Duration: 30 hours 

Sales Management in Microsoft Dynamics CRM 2011 (3 hrs.)

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 Process

Working with the Product Catalog

• The Product Catalog and the Sales Process
• Unit Groups
• Adding and Maintaining Products
• Creating, Maintaining and Using Price Lists

Sales Order Processing

• The Microsoft Dynamics CRM Sales Order Process
• Opportunities, Quotes, and the Sales Process
• Working with Orders
• Working with Invoices

LAB Exercises

• Marketing Automation in Microsoft Dynamics CRM 2011 (3 hrs.)

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

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 Responses

LAB Exercises

• Service Management in Microsoft Dynamics CRM 2011 ( 3hrs)

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

Working with Cases and Contracts

• Creating Case Records
• Working with Cases
• Contracts and Contract Templates
• Creating and Working with Contracts
• Using Contracts with Cases

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.

Working with Teams and Queues

• Introduction to Teams
• Introduction to Queues
• Creating and Managing Queues
• Working with Queues and Queue Items

LAB Exercises

• Reports and Goal Management (2 hrs)
• Generating standard Reports for all the above modules
• Working 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 Configuration 

Duration – 20 hrs 

• Business Units and Security Roles
• Business Units
• Managing Business Units
• Security Features
• Configuring Users and Teams
• User Management Overview
• Adding and Maintaining User Accounts
• Team Configuration
• Customizing Microsoft Dynamics CRM Overview
• Customization Methodology
• Who can Customize Microsoft Dynamics CRM?
• Types of Customizations
• Types of Customizations – Solutions
• Customizing Fields
• Customization Concepts
• Field Data Types
• Field Properties
• Creating Fields
• Creating Option Sets
• Customizing Entities
• Entity Concepts
• Modifying Custom Entities
• Customizing Relationships and Mappings
• Types of Entity Relationships
• Creating Entity Relationships
• Entity Mapping
• Customizing Forms, Views and Charts
• Basic UI Customization Capabilities
• View Customization Overview
• Charts
• Form Customization Overview
• Other Form Objects
• Creating New Forms
• Configuring Field Security
• Field Security Scope
• Field Security and Other Security Methods
• Configuring Auditing
• Enabling Auditing
• Viewing Audit Data
• Managing Audit Partitions
• Configuring Solutions
• Solutions Review
• Exporting and Importing Unmanaged Solutions
• Exporting and Importing Managed Solutions
• LAB Exercise.
• Java Script Hints.

 

FAQ’S

What if I miss one (or) more class?

No need to worry about the classes you missed. We will definitely guide you by having optional classes or by having classes with other batches with the same topic you missed previous classes.

Who is my instructor?

IT professionals who have strong knowledge in technical know how to convey things with the real-time example. Even a layman could understand the concepts which given by our experts.

What are the modes of training offered for this course?

We offer this course in “Live Instructor-Led Online Training” mode. Through this way you won’t mess anything in your real-life schedule. You will be shared with live meeting access while your session starts.

What are the system requirements to work?

Minimum 2GB RAM and i3 processor is required

Can I attend a demo session?

You can get a sample class recording to ensure you are in right place. We ensure you will be getting complete worth of your money by assigning a best instructor in that technology.

How about group discounts (or) corporate training for our team?

We are absolutely loved to talk in-person about group training (or) corporate training. So, please get in touch with our team through “Quick Enquiry”, “Live Chat” or “Request Call-back” channels.

Where do Our Online learners and Trainer’s come from

We are providing online training, One-to-One training with the help of experts. Our learners and trainers are frequently coming from different countries like USA, India, UK, Australia, New Zealand, Canada and UAE. To specify in cities London, Bangalore, California, New York, Pune, Mumbai, Chennai, New Delhi, San Francisco, New Jersey, Texas, Florida, Kolkata, Gurgaon, Berlin and Hyderabad among many.

I have more queries?

If you want to know More Details about Online Training Please Contact us. Or you can share your quires through info@monstercourses.com. Estimated turnaround time will be 24 hours for mails.

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