CRM Boot Camp with PowerObjects

May 6 - 10, 2013 Minneapolis, MN

PowerObjects is excited to offer a series of three classes aimed at empowering you to create the best CRM implementation for your organization! Take all three, or attend the classes most applicable to your learning needs. We will use lectures, demonstrations, hands-on labs and discussions as learning tools. This course will be offered both in person and online. Please indicate your choice when registering.

  • Introduction to Dynamics CRM 2011
  • Dynamics CRM 2011: Search, Report & Present
  • Administrator Dynamics CRM 2011


Overview

5/6-5/7 Intro to Dynamics CRM 2011 $800
5/8 Dynamics CRM 2011: Search, Report & Present $400
5/9-5/10 Administrator Dynamics CRM 2011 $800
1/6-1/10 Three Class Package $2000
CRM Boot Camp CRM HOW TO Camp

Trainer

  • CRM ExpertSarah Montgomery is a Microsoft Certified Trainer focused solely on Microsoft Dynamics CRM. She has been a Microsoft Dynamics CRM enthusiast since 2003 when it was known as Microsoft CRM 1.2. Before becoming the PowerObjects training consultant, she worked at a company supporting their CRM and SharePoint solutions.

    Sarah Montgomery, Microsoft Certified Trainer, PowerObjects

Location

2915 Commers Drive, Suite 100
Eagan, MN 55121
T: 651-287-9950

venue location

Overview

5/6-5/7 Intro to Dynamics CRM 2011 $800
5/8 Dynamics CRM 2011: Search, Report & Present $400
5/9-5/10 Administrator Dynamics CRM 2011 $800
5/6-5/10 Three Class Package $2000
 
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Details

Detailed Agenda - PDF

Introduction to Microsoft Dynamics CRM 2011

Learn to optimize the out of the box functions of Dynamics CRM to gain a 360 view of your customers. We will cover the core concepts of CRM, navigation and user experience optimization, and the Sales, Marketing and Service modules.

  • Audience: Business Users, IT Professionals, Business Leaders, Power Users, Analysts
  • Prerequisites: Familiarity with CRM concepts
  • Level: Beginner
  • Schedule: 2 days. Monday & Tuesday
  • Learning Objectives
  • Core Record Management: Customers & Activities
  • Outlook Client
  • Sales Module: Contact Lifecycle, Opportunity Pipeline, Competitors, Product Catalog, Sales Orders, and Connections
  • Marketing Module: Marketing Lists, Quick Campaigns, Campaigns, and measuring the ROI of marketing efforts
  • Service Module: Managing Cases, Contracts, Knowledge Base, and Service Scheduling

Dynamics CRM 2011: Search, Report & Present

Students will understand how to load and extract CRM data and present it in various ways. Learn best practices for data management, learn to load data efficiently, and how to create mail merge and email templates.

  • Audience: Business Users, IT Professionals, Business Leaders, Power Users, Analysts
  • Prerequisites: Familiarity with CRM concepts
  • Level: Intermediate
  • Schedule: 1 day, Wednesday
  • Learning Objectives
  • Advanced Find
  • Visualizations: charts, dashboards
  • Collaborate: Mail Merge, Email Templates
  • Reporting: default reports, report wizard
  • Goals
  • Import Data
  • Excel exports

Administrator (and Customizer) Microsoft Dynamics CRM 2011

This class covers how to customize and configure CRM within the UI without using custom code. You'll learn how to create new entities and fields, configure existing entities, how to create and use processes, and how to administrate CRM.

  • Audience: IT professionals, Power Users
  • Prerequisites: Familiarity with CRM concepts, and enthusiasm to take on the responsibility of being a system customizer and/or administrator
  • Level: Intermediate
  • Schedule: 2 days, Thursday and Friday
  • Learning Objectives
  • Customization: Creating and configuring entities, forms, fields and relationships
  • Processes: Create Workflows and Dialogs
  • Administration: Users, Teams, Business Units and Security, Field Level Security, Auditing, Email Router / Outlook Client