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Introduction to Microsoft Dynamics CRM

  • Beginner
  • 18 and older
  • $595
  • Earn 10% Rewards
  • Price Lock
  • 116 Village Blvd, Jersey City, NJ

Start Dates (0)

  • $595
  • All classes are live, hands-on training via remote instructor.
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Class Description

Description

What you'll learn in this microsoft dynamics crm training:

This course “Introduction to Microsoft Dynamics® CRM 2015”, is intended to teach the skills needed to perform standard functions within Microsoft Dynamics CRM. This includes features of the application, as well as some “best practices” and some common usage procedures.

The intended audience for the course is users who have little or no experience with Microsoft Dynamics CRM or perhaps have some level of experience with other CRM software applications.

Module 1: Dynamics CRM Overview
Lesson and Module Summary
In this module I went through a brief overview of Microsoft Dynamics CRM. We covered the basic functional areas such as sales, marketing, and client care. We discussed deployment options of on-premise, online and even partner hosted. We discussed the difference between forms, fields, entities and records. We also discussed the entity relationship model and security as well as navigation. In the next module I'll cover working with Microsoft Dynamics CRM.
Module 1 Key Take Away
Module 1: Labs and Exercises
Practice 1.1: Navigate Microsoft Dynamics CRM
Module 1: Things to think about:

Module 2: Working with Dynamics CRM
Module 2: Working with Microsoft Dynamics CRM Video Transcript
Lesson 1: Accounts & Contacts
Lesson 2: Collaboration Pane
Show Me: Create Activities on Contacts or Accounts
Lesson 3: Views
Lesson 4: Data Import
Module 2 Key Take Away
Module 2: Labs and Exercises
Practice 2.1: Create an Account
Practice 2.3: Work with a View
Things to think about:

Module 3: Processes and Scenarios
Lesson 1: Sales Scenario
Lesson 2: Service Scenario
Lesson 3: Marketing Scenario
Module 3 Key Take Away
Module 3: Labs and Exercises
Practice 3.1: Create an Opportunity
Practice 3.2: Process a Case
Practice 3.3: Create a Marketing List
Things to think about:

Module 4: Working With Data
Lesson 1: Quick Find and Filtering
Lesson 2: Advanced Find and Saved Views
Lesson 3: Data Export
Lesson 4: Reports
Lesson 5: Charts
Lesson 6: Dashboards
Module 4 Key Take Away
Module 4: Labs and Exercises
Practice 4.2: Create a Saved View
Practice 4.3: Create a Chart
Practice 4.4: Create a Dashboard
Things to think about:

Additional Exercises

Module 1
Practice 1.1: Navigate Microsoft Dynamics CRM

Module 2
Practice 2.1: Create an Account
Practice 2.2: Create an Activity
Practice 2.3: Work with a View

Module 3
Practice 3.1: Create an Opportunity
Practice 3.2: Process a Case
Practice 3.3: Create a Marketing List

Module 4
Practice 4.2: Create a Saved View
Practice 4.3: Create a Chart
Practice 4.4: Create a Dashboard

Refund Policy

Cancellation / Reschedule by Student

Because we must schedule rooms, ship course materials, assign instructors and provision computer resources well in advance, it is important students alert us ASAP with any cancel/reschedule requests.

Please note the following policies:

  • If requested 16 or more calendar days before the class
    • Cancellation requests made in this timeframe are eligible for refund less 5% cancellation fee.
    • Reschedule requests made in this timeframe will be accommodated if availability exists and will be processed at no additional charge.
  • If requested 15 calendar days or less before the class
    • Cancellation or Reschedule requests made by the student 15 calendar days or less before the class starts will be charged 100% the course fee and are not entitled to a refund.

Substitutions

  • If you are unable to attend your class, a substitute who meets the course prerequisites may attend in your place at no additional charge for the original class title, date and location. If you cannot find a substitute, you will be subject to the class cancellation policy.

Make-up Policy

Students are permitted one (1) Make-Up opportunity to attend an instructor-led class that was paid for but not previously attended for no additional charge.

  • Make-Up class registrations are subject to availability and are not entitled to refund.
  • Students may not reschedule a Make-up class registration.
  • Any no shows or cancellations forfeit their one Make-up opportunity.

Additionally, ONLC reserves the right to retire courses due to lack of demand. Retired classes are not available for Make-Up.

In the event that an instructor or the school needs to cancel at the last minute, students will receive a refund less a 5% non-refundable registration fee.

In any event where a customer wants to cancel their enrollment and is eligible for a full refund, a 5% processing fee will be deducted from the refund amount.

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ONLC Training Centers

ONLC Training Centers was founded in 1983 when Jim Palic and Andy Williamson left their positions as mainframe programmers with the Dupont Company to start one of the industry's first computer training companies.

Over thirty years and still growing, ONLC Training Centers is one of the the largest privately...

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ONLC Training Centers

ONLC Training Centers

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Class will be held at Princeton, NJ

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