MOC 8913 - Microsoft Dynamics CRM 4.0 Applications
This Microsoft Dynamics CRM training class provides students with the necessary tools to use Microsoft Dynamics CRM 4.0. The class focuses on the user interface and application functionality, specifically: Sales, Marketing Automation, Service, and Service Scheduling.
Course syllabus
Introduction to Microsoft Dynamics CRM
- Gaining a competitive advantage through CRM
- Understanding customer relationships in Microsoft Dynamics CRM
- Managing processes with Microsoft Dynamics CRM
Understanding Microsoft Dynamics CRM Software
- Understanding the Microsoft Dynamics CRM Server and Client Options
- Accessing Microsoft Dynamics CRM
- Understanding the Microsoft Dynamics CRM User Interface
- Getting Help
- Personalizing the CRM Experience
Using Microsoft Dynamics CRM in a Global Market
- Understanding Multi–Language Support in Microsoft Dynamics CRM
- Understand Multi–Currency Support in Microsoft Dynamics CRM
- Setting Personal Options
The Customer Centered View
- View the customer through Microsoft Dynamics CRM
- Microsoft Dynamics CRM in your organization
- Implementing processes to support Microsoft Dynamics CRM
- Understanding customer records
- Relationships between customer records
- Understanding record ownership and assignment
- Using Activities to track customer interactions
- Using workflows
- Finding and maintaining your data
- Using duplicate detection
- Understanding the subject tree
Using Microsoft Dynamics CRM for Outlook
- Understanding Microsoft Dynamics CRM for Outlook
- Understanding integration between Microsoft Dynamics CRM and Outlook
- Understanding records in Microsoft Dynamics CRM for Outlook
- E–mail management in Microsoft Dynamics CRM for Outlook
- Creating mail merge documents
- Understanding differences between Outlook clients
- Synchronizing Microsoft Dynamics CRM data
Introduction to Sales
- Introducing Sales Management
- Managing Leads
- Managing Opportunities
- Processing Sales Orders
- Managing Products and Pricing
- Keeping Track of Competitors
- Managing Sales Literature
Opportunity Management
- Understanding Opportunities
- Sales processes and sales pipeline report
- Creating opportunities
- Working with opportunities
- Closing opportunities
Managing Leads
- Using Leads in Microsoft Dynamics CRM
- Creating and Importing Leads
- Tracking and Converting Leads
- Disqualifying and Reactivating Leads
- Reporting on Leads
Using the Product Catalog
- Understanding the Product Catalog
- Creating Price Lists
- Creating and Editing Discount Lists
Sales Order Processing
- Understanding sales order processing
- Creating and revising quotes
- Creating and tracking orders
- Creating and closing invoices
Sales Reporting
- Evaluating Sales Data
- Measuring performance with sales productivity reports
- Using export to Excel
- Using the Report Wizard
Understanding Marketing Campaigns
- Benefits of Closed Loop Marketing
- Marketing campaigns versus quick campaigns
- Using quick campaigns
- Understanding marketing campaigns
- Managing campaign responses
- Analyzing campaigns
Planning and Creating Marketing Campaigns
- Creating quick campaigns
- Creating a marketing campaign
- Creating and using marketing lists
- Creating and using campaign templates
Managing Marketing Campaigns
- Distributing campaign activities
- Monitoring marketing campaigns
- Capturing and viewing campaign responses
- Working with campaign responses
- Analyzing marketing information
Understanding Service Management
- Getting Started with Service Man
Recommended subsequent courses
GOC89 - Installation and Deployment in Microsoft Dynamics CRM 4.0
MOC 8912 - Customization and Configuration in Microsoft Dynamics CRM 4.0
Catalog price of course and handbook
| Praha |
16800 Kč
|
4700 Kč
|
30 items
|
| Brno |
15300 Kč
|
4700 Kč
|
30 items
|
Course dates
|
