80712 - Data Management in Microsoft Dynamics CRM Online (2 Day)
Description
This course provides students with the best practices, techniques, and tools required to evaluate, clean, prepare, and import data into Microsoft Dynamics CRM. It will focus on the important things to know before, during, and after a data import or migration process. From understanding Microsoft Dynamics CRM's entity hierarchy, to managing data with Microsoft Excel, ending with a lesson on troubleshooting the most common issues related to data import jobs and migrations.
Contents
Course Overview:
Course Introduction:
Module 1:
Typical Sources of CRM Data.
Importing from Microsoft Outlook.
Importing from Microsoft Excel
Importing from Other ERP Systems.
Importing from Other CRM Systems.
Importing Data from Database.
Module Review..
Test Your Knowledge Module 1..
Module 1: Your Notes.
Module 2:
Module Overview..
Tracking Records with Microsoft Outlook.
Importing Data with XML or CVS Files.
Importing ZIP Files.
Module Review..
Test Your Knowledge Module 2..
Module 2: Your Notes.
Test Your Knowledge Answers.
Module 3:
Module Overview..
Data Cleansing Techniques.
Removing Duplicates with Microsoft Excel
Managing Data Import Order.
Module Review..
Module Practice.
Practice 3.1: Remove duplicate records with Microsoft Excel
Test Your Knowledge Module 3..
Module 3: Your Notes.
Test Your Knowledge Answers.
Module 4:
Module Overview..
What is Duplicate Detection?.
Enabling Duplicate Detection.
Creating and Managing Duplicate Detection Rules.
Creating and Running Bulk Duplicate Detection Jobs.
Module Review..
Module Practice.
Practice 4.1: Enable and Configure Duplicate Detection.
Test Your Knowledge Module 4..
Module 4: Your Notes.
Test Your Knowledge Answers.
Module 5:
Module Overview..
Export to Excel, Changing Data, Re-import changes.
Working with Immersive Excel
Importing Data with the Microsoft Dynamics CRM Import Wizard.
Creating, Using, and Removing Data Maps.
Module Review..
Module Practice.
Module Practices:
Practice 5.1: Data Management with Microsoft Excel
Practice 5.2: Importing Accounts and Contacts into Microsoft Dynamics CRM with the Import Data Wizard.
Test Your Knowledge Module 5..
Module 5: Your Notes.
Test Your Knowledge Answers.
Module 6:
Module Overview..
Merging Duplicate Records.
Bulk Record Edition.
Bulk Record Deletion.
Emailing and Copying Links.
Module Review..
Module Practice.
Practice 6.1: Data Merging.
Test Your Knowledge Module 6..
Module 6: Your Notes.
Test Your Knowledge Answers.
Module 7:
Module Overview..
Troubleshooting Microsoft Excel Importing Issues.
Troubleshooting Import Job Issues.
Module Review..
Test Your Knowledge Module 7..
Module 7: Your Notes.
Test Your Knowledge Answers.
Course Review..