Microsoft Dynamics CRM 4.0 Applications

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Course Profile

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Teaches how to use the Microsoft Dynamics CRM product. Application functionality covered in the course includes:

- Sales Management
- Marketing Automation
- Service Management
- Service Scheduling

Selling Proposition
Learn to work with the Microsoft Dynamics CRM application and understand the functionality available in Microsoft Dynamics CRM. Become more efficient and effective with the application and utilize all functionality to the highest potential.

Training provides serious, in-depth learning through hands-on interaction. From demonstrations to presentations to activities, you receive hands-on experience with instruction and increase productivity and efficiency by learning tips and tricks from product specialists

Microsoft Dynamics CRM training is recommended for individuals or anyone that plans to implement, use, maintain, consult or support Microsoft CRM in their organisation. The course is targeted towards sales representatives, administrators, office managers, CEO's and consultants who need to understand the technical aspects of Microsoft CRM and gain foundational knowledge of the application functionality.


Before attending this course, students must have:

- General knowledge of Microsoft® Windows® - An understanding of Customer Relationship Management solution processes and practices
Key benefits offered by course:
  • Microsoft CRM User Interface and application terminology
  • Basic and advanced navigation and record maintenance
  • Microsoft CRM Client for Outlook functionality and synchronization
  • Planning and budgeting tasks related to marketing campaigns
  • Create and manage customer lists
  • Create marketing campaigns
  • Manage campaigns and track campaign responses
  • Account, Contact, Lead, Opportunity and Activity record management
  • Sales functionality, including Lead, Opportunity, Quote, Order, Invoice and Product Catalog management
  • Service functionality. This includes Contract, Case, Knowledge Base and Queue management
  • Service Scheduling functionality. This includes Scheduling Services, Scheduling Administration and Defining Services
  • Microsoft CRM Advanced Find functionality to evaluate customer data
About the Technology

Microsoft CRM is accessible from Microsoft Outlook and the Web, and has the following additional features:

- It is easy to use, customize and maintain
- Integrates with other business systems
- Scales to grow along with your business