Education

CRM Overview Training

CRM Boot Camp

Duration: 5 Days
With a focus on the business use of Microsoft Dynamics CRM, this boot camp covers the entire application in detail. Using hands-on labs in training environment with fictional data, participants gain a broad overview of everything Microsoft Dynamics CRM can do out-of-the-box. This includes the sales, marketing, and service processes, as well as the reports and dashboards, system administrator functions, and system customizing functions.

Participants:
Intermediate technical recommended. Understanding of data and relational databases helpful. Since the CRM Boot Camp is focused on the application and not on processes, this training is not recommended for end-users, but rather is more appropriate for those who will be customizing or supporting the application.

CRM Fast Track

Duration: 2 Days
New to Microsoft Dynamics CRM? This “mini boot camp” will take you through the entire application in two days. With only a few hands-on labs, the trainer will demonstrate the built-in features of Microsoft Dynamics CRM and discuss their business use. From there, you will take a look under the hood to see how CRM can be customized to support unique business processes. Students will be given access to a demo environment. Laptops are highly recommended, but not required.

Participants:
Intermediate technical recommended. Understanding of data and relational databases helpful. Since the CRM Boot Camp is focused on the application and not on processes, this training is not recommended for end-users, but rather is more appropriate for those who will be customizing or supporting the application.

Topics Covered

CRM Overview and Navigation

Sales, Marketing, Service, and Service Scheduling

Advanced Find, Charts, Dashboards, and Report Wizard

Users, Teams, Security Roles, and Security Structure

Data Management and Duplication Detection

Processes: Workflows, Dialogs, and Process Flows

Configuration: Forms, Fields, System Views and Charts

Upcoming CRM Fast Track Trainings