80664 - Deployment in Microsoft Dynamics CRM Online MB2-706 (1 Day)
Description
This course describes the techniques required to deploy and administrate Microsoft Dynamics CRM Online.
This course helps prepare you for exam MB2-706.
Course Content
Module 1: Dynamics CRM Overview
Lesson 1: Microsoft Dynamics CRM Functionality
Lesson 2: Deployment Options & Clients
Lesson 3: Relationships & Records
Lesson 4: Security
Lesson 5: Navigation
Lesson and Module Summary
Module 1 Key Take Away
Module 1: Labs and Exercises
Module 1: Things to think about:
Module 2: Working with Dynamics CRM
Lesson 1: Accounts & Contacts
Lesson 2: Activities, Notes & Attachments
Lesson 3: Yammer
Lesson 4: Views
Lesson 5: Data Import
Module 2 Key Take Away
Module 2: Labs and Exercises
Module 2: Things to think about:
Module 3: Processes and Functional Scenarios
Lesson 1: Sales Scenario
Lesson 2: Service Scenario
Lesson 3: Marketing Scenario
Module 3 Key Take Away
Module 3: Labs and Exercises
Things to think about:
Module 4: Working with Data
Lesson 1: Quick Find and Filtering
Lesson 2: Advanced Find
Lesson 3: Data Export
Lesson 4: Reports
Lesson 5: Charts and Goals
Module 4 Key Take Away
Module 4: Labs and Exercises
Things to think about:
Additional Exercises
Practice 1.1: Navigate CRM
Practice 2.1: Create an Account
Practice 2.2: Create an Activity
Practice 2.3: Work with a View
Practice 3.1: Create an Opportunity
Practice 3.2: Process a Case
Practice 3.3: Create a Marketing List
Practice 4.1: Create a Saved View
Practice 4.2: Create a Chart
Practice 4.3: Create a Dashboard