Microsoft Dynamics™ CRM Online made easy
We recommend these books for those that really want to get behind the scenes.
Working - is a comprehensive overview and drill down for the power user and the developer.
Programming - well just like the title says its for those programmers out there.
Unleashed - a good complement to either book.
We will train your users online on a group or individual basis so they understand how to make their business day more successfull by fully engaging CRM Online.
Onsite? No problem, we will come to your place of business and provide group training for your team.
Remote? No problem, we can set up screen sharing sessions and online group presentations.
We can provide training in any of these areas:
Here is an example of one of the courses we can conduct based on the Official Microsoft Dynamics CRM Curriculum.
This three-day course explores the Microsoft Dynamics CRM application from a user's perspective. Application functionality covered in the course includes:
• Sales Management
• Marketing Automation
• Service Management
• Service Scheduling
This three-day instructor-led course provides students with the knowledge and skills to improve their business processes by using the key features of sales management, marketing automation, service management, and service scheduling.
Audience
This course is intended for individuals or anyone that plans to implement, use, maintain, or support Microsoft CRM in their organization. The class is targeted toward service schedulers, administrators, office managers, and CEO’s who want to understand the technical aspects of Microsoft CRM and gain foundational knowledge of the application functionality.
After completing this course, students will be able to understand and apply:
• Microsoft CRM User Interface and application terminology
• Basic and advanced navigation and record maintenance
• Microsoft CRM Client for Outlook functionality and synchronization
• Planning and budgeting tasks related to marketing campaigns
• Create and manage customer lists
• Create marketing campaigns
• Manage campaigns and track campaign responses
• Account, Contact, and Activity record management
• Service Scheduling functionality. This includes Scheduling Services, Scheduling Administration, and Defining Services.
• Microsoft CRM Advanced Find functionality to evaluate customer data
• Service functionality. This includes Contract, Case, Knowledge Base, and Queue management
• Account, Contact, Lead, Opportunity and Activity record management
• Sales functionality, including Lead, Opportunity, Quote, Order, Invoice, and Product Catalog management
When you start to plan your CRM implementation think in terms of roles and responsibilities.