Microsoft CRM 3.0 Marketing Automation

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Course Profile

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This one-day course explores the Microsoft® CRM application from a user's perspective. Application functionality covered in the course includes:

- Core CRM Navigation
- User Interface
- Outlook Client
- Marketing Automation module

This course teaches the processes and functionality used by marketing managers and marketing representatives. It begins with an introduction to the core concepts of Microsoft CRM and then an overview of the marketing automation processes. Subsequent lessons explore the marketing concepts in greater detail. A thorough
understanding of the marketing processes in Microsoft CRM helps you to get the most out of your system.

Microsoft CRM Marketing Automation training is recommended for individuals or anyone that plans to implement, use, maintain, consult, or support Microsoft CRM in their organization. The class is targeted toward marketing 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.

Note: This application course does not include materials or instructor discussion of Microsoft CRM Installation, Application Configuration, Workflow Configuration, Customization, Back Office Integration or Data Migration.
Before attending this course, students must have:

- General knowledge of Microsoft® Windows® - An understanding of Customer Relationship Management solution processes and practices
Skills After completing this course students should understand:
  • 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