Introduction to Microsoft Dynamics CRM

Course code
CRMKINTRO001
RRP
£500
Audience
This course is intended for individuals who plan to implement, use, maintain, or support Microsoft Dynamics CRM in their organization. The course is intended for anyone who wants to gain foundational knowledge of Microsoft Dynamics CRM 2011.
Sure Step
Diagnostics (also Operation , Analysis ) (about this)
Available as
Classroom course POA Enquire
E-learning course POA Buy
One-to-one course POA Enquire

Classroom course dates · 1 day prices exclude VAT

We currently don't have any dates scheduled for this course. If you are interested in attending this course, please enquire and we can add you to the course waiting list or get in touch to arrange a suitable date.

Most of our courses are available on a one-company basis and can usually be customised to your specific needs. Please contact us for more information.

Is this the right course for you?

Peter says:

We recommend this as mandatory for all new users of CRM and very specifically for client project teams who will be specifying required functionality. This course focuses on the core client and activity structures in CRM and the use of the Outlook client for CRM. Most of these skills will be assumed knowledge if you plan to attend any of the follow on courses.

When is this course most useful?

This course is most useful during these Sure Step phases:

Diagnostics, Analysis , Diagnostics and Operation

Course overview

Print this overview
This one-day instructor-led course provides an introduction to Microsoft Dynamics CRM. The course focuses on the user interface and working with the application and provides a foundation for other Microsoft Dynamics CRM courses. The course describes Microsoft Dynamics CRM concepts, the Web interface, the Microsoft Dynamics CRM for Outlook interface, searching, and reporting. For the public format of this class we assume CRM latest - we can however run this course for most versions of CRM.

At Course Completion

After completing this course, students will be able to do the following:

  • Describe at a high level key Microsoft Dynamics CRM concepts.
  • Explain how customer records, addresses, notes, attachments, connection records, and activities are recorded in Microsoft Dynamics CRM and how to configure personal options.
  • Work with records and views.
  • Use Microsoft Dynamics CRM for Outlook to track and synchronise items and manage offline capability.
  • Search and report on Microsoft Dynamics CRM data.

Course Outline

Module 1: Microsoft Dynamics CRM Concepts

This module provides a high-level overview of Microsoft Dynamics CRM and describes ways to navigate the application.

Lessons

  • Microsoft Dynamics CRM functionality
  • Microsoft Dynamics CRM clients
  • Security
  • Microsoft Dynamics CRM records
  • The Get Started pane
  • Application navigation
  • Microsoft Dynamics CRM Help and the Resource Center

Lab: Navigate Microsoft Dynamics CRM

After completing this module, students will be able to do the following:

  • Summarise at a high-level Microsoft Dynamics CRM and its sales, marketing, and service areas.
  • Describe the Microsoft Dynamics CRM Web and the Microsoft Dynamics CRM for Outlook clients.
  • Explain the Microsoft Dynamics CRM security model.
  • Summarise Microsoft Dynamics CRM records.
  • Explain the purpose of the get started pane.
  • Describe ways to navigate the application.
  • Show how to use Microsoft Dynamics CRM Help and the Resource Center.

Module 2: Working with the Application

This module explains how customer records are used in Microsoft Dynamics CRM. It describes how addresses, notes, attachments, connection records, and activities are recorded in Microsoft Dynamics CRM and how to configure personal options.

Lessons

  • Customer records
  • Addresses
  • Notes and attachments
  • Connections
  • Activities
  • Personal options

Lab: Work with Core Records and Personal Options

After completing this module, students will be able to do the following:

  • Explain how customer records are used in Microsoft Dynamics CRM.
  • Record addresses.
  • Use notes and attachments.
  • Describe the purpose of connection records.
  • Use activity records to track customer interactions.
  • Personalise Microsoft Dynamics CRM.

Module 3: Working with Records

This module describes views and how to filter views. It further explains ownership of records, how to share records, how to delete and edit multiple records, how to import records, and how to run a mail merge.

Lessons

  • Views
  • Record ownership
  • Sharing records
  • Deleting and editing records
  • Import records
  • Mail merge with Microsoft Word

Lab: Import Contacts

Lab: Mail Merge

After completing this module, students will be able to do the following:

  • Describe views and how to filter views.
  • Explain ownership of records.
  • Describe the purpose of sharing and how to share records.
  • Describe how to delete and edit multiple records.
  • Describe how to import records into Microsoft Dynamics CRM.
  • Describe the process for running mail merge on Microsoft Dynamics CRM records.

Module 4: Microsoft Dynamics CRM for Microsoft Office Outlook

This module explains how to work with Microsoft Dynamics CRM for Outlook, how to manage tracked items, how records are synchronised from Microsoft Dynamics CRM to Outlook, how conditional formatting can be applied to lists of records, and how Microsoft Dynamics CRM for Outlook offline capability works.

  • Lessons
  • Integration with Outlook
  • Tracking Outlook items
  • Synchronising records
  • Conditional formatting
  • Offline capability

Lab: Tracking Records

Lab: Configure Outlook Synchronisation Filters

Lab: Offline Capability

Module 5: Searching and Reporting

This module describes ways to find and report on data in Microsoft Dynamics CRM.

Lessons

  • Search using quick find
  • Search using Advanced Find
  • Manage saved views
  • Export to Excel
  • Default reports
  • The Report Wizard
  • Overview of charts and dashboards

Lab: Search for Records

Lab: Export Records

Lab: Reports

After completing this module, students will be able to do the following:

  • Find records using quick find.
  • Search for records using Advanced Find.
  • Manage saved views.
  • Export records to Microsoft Excel.
  • Describe the default reports included in a new installation of Microsoft Dynamics CRM.
  • Create reports using the Report Wizard.
  • Provide an overview of dashboards and charts

Additional Reading

  • None

Prerequisites

Before attending this course, students must have a working knowledge of the following:

  • Microsoft Windows operating systems
  • Microsoft Outlook
  • Microsoft Word
  • Microsoft Excel