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About Course:

MS-Dynamics-CRM-Functional

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 : 25 hours


Fee: 358


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

Module of Training

LIVE ONLINE TRAINING


Live presentation of theory, demonstration of tool, features & tasks

We are connecting Online via Goto Meeting

Get practice environment for practical & hands-on Training curriculum has been designed by real-time industry professionals & real-time scenarios training pattern

CORPORATE TRAINING


Learn as per day-wise & customized schedule with discussions & lab exercises included

One to one or Batch-wise interactive demonstration of a tool, features and 100% practical classes

World-class learning material & case studies for the course

Completely customizable course content & schedule as per convenience

Certification guidance provided if necessary

Curriculum

MS Dynamics CRM Functional Download  

MS Dynamics CRM Functional Online Training Curriculum


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

â–º 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

â–º Marketing Automation in Microsoft Dynamics CRM 2011

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

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

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

â–ºSales Management in Microsoft Dynamics CRM 2011

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

Working with the Product Catalog

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

Sales Order Processing

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

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

â–º Service Management in Microsoft Dynamics CRM 2011

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

Working with Cases and Contracts

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

Using the Knowledge Base

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

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

Analysis, Reporting and Goals

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

â–º Service Scheduling in Microsoft Dynamics CRM 2011

Introduction

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

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

â–º Microsoft Dynamics CRM 2011 Customization and Configuration

Business Units and Security Roles

  • Business Units
  • Managing Business Units
  • Security Features

Configuring Users and Teams

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

Customizing Microsoft Dynamics CRM Overview

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

Customizing Fields

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

Customizing Entities

  • Entity Concepts
  • Modifying Custom Entities

â–º Customizing Relationships and Mappings

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

â–º Customizing Forms, Views and Charts

Basic UI Customization Capabilities

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

Configuring Field Security

  • Field Security Scope
  • Field Security and Other Security Methods

Configuring Auditing

  • Enabling Auditing
  • Viewing Audit Data
  • Managing Audit Partitions

Configuring Solutions

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

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

Who should Learn MS Dynamics CRM Functional?

Any Graduate, CRM Professionals

Prerequisite to learn MS Dynamics CRM Functional

Functional knowledge of the CRM Process.

Delivery Methodology used to deliver the MS Dynamics CRM Functional

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

MS Dynamics CRM Functional FAQ

Question: Can I attend the Demo session before enrollment?

Answer: Yes, you may attend the Demo class before enrollment for training Quality Evaluation. You can also Interact with a trainer as one to one session for a specific requirement or discussion

Question: Can you schedule the training based upon my availability?

Answer: Yes, we need to discuss it with a trainer, accordingly, we can schedule training at a convenient time.

Question: How I can pay for the course?

Answer: You can pay the fee or enroll yourself via payment gateway through the course page, make an online payment using various options.

Question: What if I missed any class?

Answer: BISP has a missing class policy. If you missed any session, we will be sharing a recorded session. However, you may retake whole training multiple times within 6 month period but the trainer is the same.

Question: Is there any live project training along with regular training?

Answer: Our training curriculum includes real-time scenarios and lives project working module & the trainer explains every topic with examples. If you have any issue or you are stuck in any scenario the trainer will explain end-to-end.

Question: What about certification preparation and guidance?

Answer: BISP technical faculty assist & guide you completely for certification and preparation. We ensure you will get certified easily after our training.

Question: Who is the trainer & about his experience?

Answer: All our trainers are working professionals and industry experts with at least 10-12 years of relevant teaching experience. Each of them has gone through a rigorous selection process which includes profile screening, technical evaluation, and a training demo We also ensure that only those trainers with a high alumni rating continue to train for us.

Question: Do you provide Job support?

Answer: Yes, we provide Job support services, but the cost structure is different and fixed. For more details: Just give us a call at: +91 769-409-5404 & +1 678-701-4914 You can also write to us: support@bisptrainings.com

Question: What if I have more queries and doubts?

Answer: Just give us call at : +91 769-409-5404 & +1 678-701-4914 You can also write to us: support@bisptrainings.com

Question: How Fee Refund Policy works?

Answer: Please refer the link for refund policy: https://www.bisptrainings.com/Refund-Policy

Case Study and Learning Pdf's

Certificate

Certificate123
Benefits of Certificate

Certification demonstrates your dedication, motivation and technical knowledge on a specific platform. Having a certification shows that you not only possess comprehensive knowledge of that technology but you also care enough about your own career to spend the time and money to get the certification.

We are welcoming our Students or professionals to participate in our professional online courses. We are offering great variety of online training programs and professional courses that you can always find as desired. After the completion of training program they will receive a certificate from BISP. As a Certified professional you can apply that knowledge in your future profession and enjoy with better salaries & career prospects.

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