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microsoft dynamics crm 2011
training uk
Contact for More Details :
Magnific training
+91-9052666559
www.msdynamicscrmtraining.com
Introduction to Microsoft Dynamics
CRM 2011
• 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 2011 concepts, the
Web interface, the Microsoft Dynamics CRM
2011 for Outlook interface, searching, and
reporting.
• 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, conne
ction records, and activities are recorded in
Microsoft Dynamics CRM and how to
configure personal options.
.
• Module 1: Microsoft Dynamics CRM 2011
Concepts
This module provides a high-level overview of
Microsoft Dynamics CRM and describes ways to
navigate the application.
Lessons
•Microsoft Dynamics CRM 2011functionality
•Microsoft Dynamics CRM 2011 clients
•Security
•Microsoft Dynamics CRM records
•The Get Started pan
• After completing this module, students will be
able to do the following:
• Summarize at a high-level Microsoft
Dynamics CRM and its sales, marketing, and
service areas.
• Describe the Microsoft Dynamics CRM Web
and the Microsoft Dynamics CRM for Outlook
clients.
• Explain the Microsoft Dynamics CRM
security model
• • Summarize Microsoft Dynamics CRM 2011
records.
• Explain the purpose of the get started pane.
• Describe ways to navigate the application.
• Show how to use Microsoft Dynamics CRM
Help and the Resource Center.
• 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
• After completing this module, students will be
able to do the following:
• Explain how customer records are used in
Microsoft Dynamics CRM.
• Record addresses.
• Use notes and attachments.
• Describe the purpose of connection records.
• Use activity records to track customer
interactions.
• Personalize Microsoft Dynamics CRM.
• 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

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Microsoft dynamics crm 2011 training uk

  • 1. microsoft dynamics crm 2011 training uk Contact for More Details : Magnific training +91-9052666559 www.msdynamicscrmtraining.com
  • 2. Introduction to Microsoft Dynamics CRM 2011 • 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 2011 concepts, the Web interface, the Microsoft Dynamics CRM 2011 for Outlook interface, searching, and reporting.
  • 3. • 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, conne ction records, and activities are recorded in Microsoft Dynamics CRM and how to configure personal options. .
  • 4. • Module 1: Microsoft Dynamics CRM 2011 Concepts This module provides a high-level overview of Microsoft Dynamics CRM and describes ways to navigate the application. Lessons •Microsoft Dynamics CRM 2011functionality •Microsoft Dynamics CRM 2011 clients •Security •Microsoft Dynamics CRM records •The Get Started pan
  • 5. • After completing this module, students will be able to do the following: • Summarize at a high-level Microsoft Dynamics CRM and its sales, marketing, and service areas. • Describe the Microsoft Dynamics CRM Web and the Microsoft Dynamics CRM for Outlook clients. • Explain the Microsoft Dynamics CRM security model
  • 6. • • Summarize Microsoft Dynamics CRM 2011 records. • Explain the purpose of the get started pane. • Describe ways to navigate the application. • Show how to use Microsoft Dynamics CRM Help and the Resource Center.
  • 7. • 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
  • 8. • After completing this module, students will be able to do the following: • Explain how customer records are used in Microsoft Dynamics CRM. • Record addresses. • Use notes and attachments. • Describe the purpose of connection records. • Use activity records to track customer interactions. • Personalize Microsoft Dynamics CRM.
  • 9. • 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.
  • 10. • Lessons •Views •Record ownership •Sharing records •Deleting and editing records •Import records •Mail merge with Microsoft Word