80712 - Data Management in Microsoft Dynamics CRM Online

Code: 80712
Course duration: 1 days
Location Period
Mid-Town New York City (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Attend Online 10-13
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Instructor-Led) 10-13
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 10-13
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
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Attend Online 11-10
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
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Secaucus, New Jersey (Instructor-Led) 11-10
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 11-10
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 11-10
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 (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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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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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 02-16
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
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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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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
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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
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Palm Beach County Florida (Instructor-Led) 03-16
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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80712 - Data Management in Microsoft Dynamics CRM Online (1 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.. 

 

 

 

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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