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Introduction to Microsoft Dynamics CRM 2011

  • Beginner
  • 18 and older
  • $595
  • Earn 10% Rewards
  • Price Lock
  • 33 Wood Avenue S, Iselin, 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 one-day instructor-led course 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.

Audience Profile: This course is intended for individuals who plan to implement, use, maintain, or support Microsoft Dynamics CRM in their organization. The course is intended for anyone who wants to gain foundational knowledge of Microsoft Dynamics CRM 2011.

After completing this course, students will be able to do the following:
  • Describe at a high level key Microsoft Dynamics CRM concepts.
  • Explain how customer records, addresses, notes, attachments, connection records, and activities are recorded in Microsoft Dynamics CRM and how to configure personal options.
  • Work with records and views.
  • Use Microsoft Dynamics CRM for Outlook to track and synchronize items and manage offline capability.
  • Search and report on Microsoft Dynamics CRM data.
Prerequisites - Before attending this course, students must have a working knowledge of the following:
  • Microsoft Windows operating systems
  • Microsoft Outlook
  • Microsoft Word
  • Microsoft Excel
Course Outline

Module 1: Microsoft Dynamics CRM Concepts
This module provides a high-level overview of Microsoft Dynamics CRM and describes ways to navigate the application.

Lessons
  • Microsoft Dynamics CRM functionality
  • Microsoft Dynamics CRM clients
  • Security
  • Microsoft Dynamics CRM records
  • The Get Started pane
  • Application navigation
  • Microsoft Dynamics CRM Help and the Resource Center
  • Lab : Navigate Microsoft Dynamics CRM

Module 2: Working with the Application
This module explains how customer records are used in Microsoft Dynamics CRM. It describes how addresses, notes, attachments, connection records, and activities are recorded in Microsoft Dynamics CRM and how to configure personal options.

Lessons
  • Customer records
  • Addresses
  • Notes and attachments
  • Connections
  • Activities
  • Personal options
  • Lab : Work with Core Records and Personal Options
Module 3: Working with Records
This module describes views and how to filter views. It further explains ownership of records, how to share records, how to delete and edit multiple records, how to import records, and how to run a mail merge.

Lessons
  • Views
  • Record ownership
  • Sharing records
  • Deleting and editing records
  • Import records
  • Mail merge with Microsoft Word
  • Lab : Import Contacts
  • Lab : Mail Merge
Module 4: Microsoft Dynamics CRM for Microsoft Office Outlook
This module explains how to work with Microsoft Dynamics CRM for Outlook, how to manage tracked items, how records are synchronized from Microsoft Dynamics CRM to Outlook, how conditional formatting can be applied to lists of records, and how Microsoft Dynamics CRM for Outlook offline capability works.

Lessons
  • Integration with Outlook
  • Tracking Outlook items
  • Synchronizing records
  • Conditional formatting
  • Offline capability
  • Lab : Tracking Records
  • Lab : Configure Outlook Synchronization Filters
  • Lab : Offline Capability

Module 5: Searching and Reporting
This module describes ways to find and report on data in Microsoft Dynamics CRM.

Lessons
  • Search using quick find
  • Search using Advanced Find
  • Manage saved views
  • Export to Excel
  • Default reports
  • The Report Wizard
  • Overview of charts and dashboards
  • Lab : Search for Records
  • Lab : Export Records
  • Lab : Reports

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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