80728 - Introduction to Microsoft Dynamics CRM 2016

Code: 80728
Course duration: 1 days
Location Period
Greenwich, Connecticut (Instructor-Led) 12-15
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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Attend Online 12-15
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 12-15
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Instructor-Led) 01-12
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
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Attend Online 01-12
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 01-12
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
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Mid-Town New York City (Instructor-Led) 02-16
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Attend Online 02-16
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 02-16
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Attend Online 03-16
09:00AM to 05:00PM
enroll
NYC-23rd Street (Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 03-16
09:00AM to 05:00PM
enroll

80728 - Introduction to Microsoft Dynamics CRM 2016 (1 Day)

Description

This course provides information on the basic concepts of Microsoft Dynamics CRM 2016. It provides an overview of information about application navigation, setting up accounts, contacts and activities, using the sales and customer service processes within Microsoft Dynamics CRM, and how to use data imports and exports. It also discusses how to create charts or dashboards that can be used to analyze data, along with how to integrate social media applications with Microsoft Dynamics CRM.

Module 1: Microsoft Dynamics CRM Overview

  • Microsoft Dynamics CRM Functionality
  • Deployment Options
  • Business and Branching Process Flows
  • Entity Relationship Model
  • Entities, Records, Forms & Fields
  • Microsoft Help

Module 1 Key Take Away

Test Your Knowledge Module 1 

Test Your Knowledge Answers Module 1

Module 2: Accessing Microsoft Dynamics CRM        

  • Access Types
  • Offline Capabilities
  • Security

Module 2 Key Take Away

Test Your Knowledge Module 2 

Test Your Knowledge Answers Module 2

Module 3: Navigating Microsoft Dynamics CRM

  • Navigating the Menu Bar
  • Open and Create Records
  • Accounts and Contacts
  • Record Action Types
  • Activities
  • Interaction Wall
  • Track Data in Microsoft Outlook
  • Views
  • Search for Data
  • Processes

Module 3 Key Take Away      

Test Your Knowledge Module 3 

Test Your Knowledge Answers Module 3 

Module 4: Sales in Microsoft Dynamics CRM

  • Leads
  • Opportunities
  • Communication Tracking
  • Product Database
  • Sales Process Flow

Module 4 Key Take Away      

Practice Module 4

LAB 4.1: CREATE AND DISQUALIFY A LEAD

LAB 4.2: CREATE AN OPPORTUNITY

LAB 4.3 SALES LIFE CYCLES FROM OPPORTUNITY TO ORDER

Test Your Knowledge Module 4 

Test Your Knowledge Answers Module 4 

Module 5: Customer Care in Microsoft Dynamics CRM

  • Case Management
  • Knowledge Base

Module 5 Key Take Away      

Practice Module 5

LAB 5.1: CREATE A CASE

LAB 5.2 SEARCH FOR A KNOWLEDGE BASE ARTICLE

Test Your Knowledge Module 5

Test Your Knowledge Answers Module 5

Module 6: Marketing in Microsoft Dynamics CRM

  • Plan and Budget
  • Marketing Lists
  • Campaigns
  • Track and Report

Module 6 Key Take Away      

Practice Module 6

LAB 6.1: CREATE A QUICK CAMPAIGN

LAB 6.2 CREATE A NEW COMPETITOR AND TIE TO AN OPPORTUNITY

Test Your Knowledge Module 6

Test Your Knowledge Answers Module 6

Module 7: Office 365 and Microsoft Dynamics CRM

  • Office 365 Groups
  • Office 365 Delve
  • OneDrive for Business

Module 7 Key Take Away      

Test Your Knowledge Module 7

Test Your Knowledge Answers Module 7

Module 8: Working with Data

  • Filter Function on Views
  • Export Data to Excel
  • Default Reports
  • Report Wizard
  • Charts
  • Dashboards
  • PowerBI Dashboards
  • Export Templates

Module 8 Key Take Away      

LAB 8.1 CREATE A RECORD WITH QUICK CREATE

LAB 8.2 CREATE A SIMPLE ADVANCED FIND QUERY

LAB 8.3 EXPORT CRM DATA TO EXCEL

LAB 8.4 CREATE A REPORT USING THE REPORT WIZARD

LAB 8.5 CREATE A BASIC BAR CHART

LAB 8.6 CREATE AND SHARE A DASHBOARD

Test Your Knowledge Module 8

Test Your Knowledge Answers Module 8

Prerequisites:

  • Some basic experience using Windows applications.
  • Knowledge of basic sales, marketing, and customer service roles in a business.

Guaranteed to Run

2018-03-07 09:00 to 2018-03-09 17:00
Fort Lauderdale, Florida (Virtual Instructor-Led)
2017-12-11 09:00 to 2017-12-15 17:00
Attend Online
2017-12-04 09:00 to 2017-12-08 17:00
Attend Online
2017-12-04 09:00 to 2017-12-08 17:00
Attend Online
2017-11-27 09:00 to 2017-12-01 17:00
Attend Online

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