80667 - Introduction to Microsoft Dynamics CRM Online MB2-704 (1 Day)
Description
This Digital Learning course provides information on the basic concepts of Microsoft Dynamics CRM. It provides basic information about application navigation, setting up accounts, contacts and activities, basics of the sales and marketing process using Dynamics CRM, how to use data imports and exports and using the social pane. It also discusses how to create a basic chart or dashboard that can be used to analyze data in Microsoft Dynamics CRM.
This course helps prepare you for exam MB2-704.
Course Content
Module 1: Dynamics CRM Overview
Lesson and Module Summary
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