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Aboutsss Course:

Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft. Out of the box, the product focuses mainly on Sales, Marketing, and Service (help desk) sectors. Designed for server client application, this package supports web service interfaces extensively. For a sales professional or a business manager, it is quite precious to get a trained with Microsoft Dynamics CRM training.


Duration : 30 hours


Fee2: 319


Job Trends


Who Should Learn?

Any Graduate, CRM Professionals

Prerequisite

Functional knowledge of the CRM Process.

Delivery Methodology

We are using an experiential delivering methodology that blends theoretical concepts with hands-on practical learning to ensure a holistic understanding of the subject or course.

Class Delivery

Live Interactive classes with expert

Training Calender

Date Time Type Attend
No Schedule Available
Contact Us

+91 769-409-5404

Includes
  • 24 hours on-demand video
  • Articles
  • Coding Exercises
  • Full lifetime access
  • Certificate of Completion

Curriculum

MS Dynamics CRM Functional


MSCRM Basics

 

  • MSCRM Introduction
  • MSCRM Architecture, Layers and Technology
  • MSCRM Basic Navigations
  • Accounts, Contacts , Activities

 

Sales & Marketing Management

  • Lead Management
  • Opportunity Management
  • Product Management
  • Campaign Management
  • Marketing List Management
  • Quotes, Order, Invoice Management
  • Competitors and Goal Management
  • Sales Literature and Marketing Materials

Service Management

  • Case Management
  • Service Management
  • Contract Management
  • Knowledge Base Article Management

Business Management

  • Fiscal Year, Business Closures
  • Goal Metrics
  • Facilities and Equipment's
  • Queue management (Configuring POP3, SMTP, Gmail)
  • Resource Group
  • Quota, Sales Territories, Site Management
  • Subjects, Connection & Relationship Roles.

Administration

  • System Settings, Server Settings
  • Business Unit, Security Roles creations.
  • Field Security Profiles
  • Team, User Creation
  • Access and Privileges
  • Auto Numbering, Languages Settings

Database Management

  • Data Imports
  • Data Maps
  • Templates of Data Imports
  • Duplicate Detection Settings, Rules, Jobs
  • Bulk Deletion

Customization& Solutions

  • Customization of System Entity, Custom Entity
  • Entity Creation, Attribute Creations
  • Form Creation, Section, Tabs, I frames,
  • Relationship (1:N, N:1, N:N)
  • Views creation
  • Templates creation (Email, Contract, KB)
  • Understanding Solutions
  • Import & Export Customization

Document Management

  • Document Management
  • Share point Document Locations
  • Components Management

Report Management

  • Dashboard Creations
  • Customizing Reports

Import and Exports of Reports

Customizing RDL files with Business Intelligence Studio (Basic)

Goal Management

  • Goal Audit Settings
  • Entity and Field Audit Settings
  • Audit Log Management
  • Audit Summary

Workflow Creations

  • Process Creations
  • Process Triggers, Loops, Branch, Chain
  • Process Export, Import and Publish
  • Workflow Rules

Course Snapshots

Marketing Automation in Microsoft Dynamics CRM 2011

Module 1: Introduction

  • Benefits of Closed Loop Marketing
  • Creating and Using Marketing Lists
  • Marketing Campaigns and Quick Campaigns
  • Quick Campaigns
  • Introduction to Marketing Campaigns
  • Creating a Marketing Campaign
  • Creating and Using Campaign Templates
  • Importing Leads

Module 2: Implementing and Managing Marketing Campaigns

  • Campaigns, Campaign Activities and Marketing Lists
  • Creating and Using Email Templates
  • Sales Literature, Products and Price Lists
  • Distributing Campaign Activities
  • Capturing and Viewing Campaign Responses
  • Working with Campaign Responses

Module 3: Analysis, Reporting and Goals

  • Analyzing Marketing Information with Lists, Views and Charts
  • Working with Reports
  • Creating and Managing Marketing Goals
  • Creating Charts
  • Customizing and Working with Dashboards

Sales Management in Microsoft Dynamics CRM 2011

Module 1: Introduction

  • Overview of the Sales Process in Microsoft Dynamics CRM
  • Core Records in the Sales Process
  • Tracking Competitors and Managing Sales Literature
  • Working with Leads
  • Working with Opportunities
  • Sales Processes, Workflows and Dialogs

Module 2: Working with the Product Catalog

  • The Product Catalog and the Sales Process
  • Unit Groups
  • Adding and Maintaining Products
  • Creating, Maintaining and Using Price Lists

Module 3: Sales Order Processing

  • The Microsoft Dynamics CRM Sales Order Process
  • Opportunities, Quotes, and the Sales Process
  • Working with Orders
  • Working with Invoices

Module 4: Analysis, Reporting and Goals

  • Analyzing Sales Information with Lists, Views and Charts
  • Working with Reports
  • Exporting Sales Information to Microsoft Office Excel
  • Creating and Managing Sales Goals
  • Creating Charts
  • Dashboards

Service Management in Microsoft Dynamics CRM 2011

Module 1: Introduction

  • Getting Started with Service Management
  • Cases and the Service Management Process
  • Queues and Contracts in Service Management
  • Working with Cases in the Case Grid

Module 2: Working with Cases and Contracts

  • Creating Case Records
  • Working with Cases
  • Contracts and Contract Templates
  • Creating and Working with Contracts
  • Using Contracts with Cases

Module 3: Using the Knowledge Base

  • Article Templates
  • Creating, Approving and Publishing Articles
  • Using and Searching the Knowledge Base
  • Cases and Knowledge Base Articles

Module 4: Working with Teams and Queues

  • Introduction to Teams
  • Introduction to Queues
  • Creating and Managing Queues
  • Working with Queues and Queue Items
  • Using Workflows with Queues

Module 5: Analysis, Reporting and Goals

  • Service Management Reports
  • Service Management Charts and Dashboards
  • Goal Management for Service

Service Scheduling in Microsoft Dynamics CRM 2011

Module 1: Introduction

  • Service Scheduling Overview
  • Service Scheduling Scenarios
  • Service Scheduling Process
  • Working with Service Activities and the Service Calendar
  • Closing, Canceling, or Rescheduling a Service Activity
  • Using Charts and Reports to Analyze Service Activities

Module 2: Advanced Topics

  • Understanding the Service Activity Scheduling Engine
  • Resources, Services and Selection Rules
  • Incorporating Customer Preferences
  • Resource and Service Capacity Requirements
  • Understanding Sites and Same-Site Requirements

Microsoft Dynamics CRM 2011 Customization and Configuration

Module 1: Business Units and Security Roles

  • Business Units
  • Managing Business Units
  • Security Features

Module 2: Configuring Users and Teams

  • User Management Overview
  • Adding and Maintaining User Accounts
  • Team Configuration

Module 3: Customizing Microsoft Dynamics CRM Overview

  • Customization Methodology
  • Who can Customize Microsoft Dynamics CRM?
  • Types of Customizations
  • Types of Customizations - Solutions

Module 4: Customizing Fields

  • Customization Concepts
  • Field Data Types
  • Field Properties
  • Creating Fields
  • Creating Option Sets

Module 5: Customizing Entities

  • Entity Concepts
  • Modifying Custom Entities

Module 6: Customizing Relationships and Mappings

  • Types of Entity Relationships
  • Creating Entity Relationships
  • Entity Mapping

Module 7: Customizing Forms, Views and Charts

Basic UI Customization Capabilities

  • View Customization Overview
  • Charts
  • Form Customization Overview
  • Other Form Objects
  • Creating New Forms

Module 8: Configuring Field Security

  • Field Security Scope
  • Field Security and Other Security Methods

Module 9: Configuring Auditing

  • Enabling Auditing
  • Viewing Audit Data
  • Managing Audit Partitions

Module 10: Configuring Solutions

 

  • Solutions Review
  • Exporting and Importing Unmanaged Solutions
  • Exporting and Importing Managed Solutions

 

 

Use Case

Use Case 1

Certificate

Certificate
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