80667 - Introduction to Microsoft Dynamics CRM Online MB2-704

Code: 80667
Course duration: 1 days
Location Period
Secaucus, New Jersey (Virtual Instructor-Led) 10-06
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 10-06
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 10-06
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 10-06
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 10-06
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 10-06
09:00AM to 05:00PM
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Attend Online 10-06
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 10-06
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 10-06
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Instructor-Led) 10-06
09:00AM to 05:00PM
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Secaucus, New Jersey (Instructor-Led) 11-03
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 11-03
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 11-03
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 11-03
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 11-03
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 11-03
09:00AM to 05:00PM
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Attend Online 11-03
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 11-03
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 11-03
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 11-03
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 12-08
09:00AM to 05:00PM
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Greenwich, Connecticut (Instructor-Led) 12-08
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 12-08
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 12-08
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 12-08
09:00AM to 05:00PM
enroll
Attend Online 12-08
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 12-08
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 12-08
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 12-08
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 12-08
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 01-05
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Instructor-Led) 01-05
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 01-05
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 01-05
09:00AM to 05:00PM
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Attend Online 01-05
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 01-05
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 01-05
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 01-05
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 01-05
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 01-05
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 02-09
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 02-09
09:00AM to 05:00PM
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Mid-Town New York City (Instructor-Led) 02-09
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 02-09
09:00AM to 05:00PM
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Attend Online 02-09
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 02-09
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 02-09
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 02-09
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 02-09
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 02-09
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 03-09
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 03-09
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 03-09
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led) 03-09
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led) 03-09
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 03-09
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 03-09
09:00AM to 05:00PM
enroll
Attend Online 03-09
09:00AM to 05:00PM
enroll
NYC-23rd Street (Instructor-Led) 03-09
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 03-09
09:00AM to 05:00PM
enroll

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              

 

 

Guaranteed to Run

2018-03-20 09:00 to 2018-03-23 17:00
Palm Beach County Florida (Instructor-Led)
2018-03-19 09:00 to 2018-03-23 17:00
Secaucus, New Jersey (Virtual Instructor-Led)
2018-03-01 09:00 to 2018-03-02 17:00
Palm Beach County Florida (Instructor-Led)

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