MICROSOFT DYNAMICS CRM

Course Overview:

Goldstone Inc offers Microsoft Dynamics CRM online training. We provide quality of Microsoft Dynamics CRM online training and corporate training courses by real time facility and well trained software specialists.

Prerequisites:

• This course is intended for novice and experienced system administrators, implementation consultants, system integrators, technical staff, or support professionals who plan to install and deploy Microsoft Dynamics CRM 4.0 and understand the technical aspects and administrative functionality of Microsoft Dynamics CRM.

Course Content

• Introduction to Microsoft Dynamics CRM
  • Gaining a competitive advantage through CRM
  • Microsoft Dynamics CRM Modules
  • Microsoft Dynamics CRM User Interface
• CRM 2011 Basics
  • Microsoft Dynamics CRM in Your Organization
  • Customer Records
  • Record Ownership and Assignment
  • Using Activities to track Customer Interactions
  • Finding and Maintaining Your Data
  • Using Duplicate Detection
  • Subject Tree
• Microsoft Dynamics CRM for Microsoft Office Outlook
  • Integration between Microsoft Dynamics CRM 2011 and Outlook
  • Record management in the Outlook client
  • E-mail management in CRM 2011 for Outlook
  • Multiple Views and Conditional Formatting
  • Creating Mail Merge Documents
  • Using CRM 2011 for Outlook with Offline Access
• Introduction to Sales Management
  • 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
• Sales Order Processing
  • The Microsoft Dynamics CRM Sales Order Process
  • Opportunities, Quotes, and the Sales Process
  • Working with Orders
  • Working with Invoices
• Introduction to Marketing Automation
  • 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