Microsoft Dynamics CRM
Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft that let you smartly handle sales, marketing & customer service. If you are the one who wants to make your career in CRM and looking for professional training courses, then Microsoft Dynamics CRM Online Training is the one that you need to invest your time on. Have a look at the course curriculum to know what all you will get to learn in Microsoft Dynamics CRM Training by BestOnlineTrainers. Take the plunge now & become a rocking star of your organization's CRM department. Register for free demo today.
- Sales & Marketing professionals
- Customer Service professionals
- Students who wants to make their career in customer service
- Course Overview
- Target Audience
- Why choose us
- Trainer Profile
Microsoft Dynamic CRM 2011 Course Details
1.MSCRM Overview (What’s New Features in Dynamic CRM 2011)
CRM Admin
- Hrdware and Software requirements
- Setting up CRM Server Steps
- CRM Tools
- Introduction On Primes, Online and Partner hosted
Marketing Automation
- Marketing list
- Marketing list Members Member
- Campaign
- Campaign Activity
- Quick Campaign
- Distribute the Campaign Activity
- Open the Campaign Activity (Email Message)
- Promote to Response
- Convert Campaign Response to Lead
- Lead Qualification
- Create Account Contact and Opportunity
- CRM Activities
- Sales Literature
Sales Force Automation
- Product Catalog
- Discount List
- Unit Group
- Product
- Price List
- Opportunity
- Quotes
- Order
- Invoice
- Competitor
- Sales Literature
Service Automation
- Contract Template
- Knowledge base Articles
- Service Calendar
- Contract
- Contract line
- Case
Marketing, Sales and Service Hands on Lab
Form Customization
- New Forms
- Design forms
- Create attributes
- Modify existing attributes
- Validations
- Editing Form Left Navigation items
- Tabs
- Sections
- Headers
- Footers
Views Customization
- Advance find view
- User Personal View
- Associate View
- Saved Query
- User Query
- Filters on Views
- Connections in MS CRM 2011
Relationships
- 1:N (one-to-many) Relationship
- N:1 (many-to-one) Relationship
- N:N (many-to-many) Relationships
- Relationship Types
- Cascading Rules
- Adding Sub-Grids to Forms
- Filtered Lookup Approaches in CRM
Multiple Forms and Security
- Form level Security in Microsoft Dynamics CRM 2011
- Determine Field Level Security Permissions in Microsoft Dynamics CRM< 2011
- Microsoft Dynamics CRM 2011 – Multiple Role Based Forms
- Setting up CRM 2011 Mobile Express
Auditing, Duplicate Detection and Data Import and Export
- Enable Auditing Globally in CRM 2011 System
- How to Use Audit Trails in Microsoft CRM 2011
- Duplicate Detection & Merging Records in Microsoft Dynamics CRM 2011
- Microsoft Dynamics CRM 2011 - Dynamic Worksheets in Excel Feature
- Microsoft Dynamics CRM Data Import
- CRM Securities
- Roles
- Privileges
- Creating New Users
- Setting Manager C
- reating Business Unit
- Team Management
Integrations
Templates
Dashboards Charts and I frames
CRM Out of Box Reports and Integrating with SSRS Custom Reports
Goal Management and Queue Management
Plug-in
Hands on lab on Plug-ins
Plug-in Scenarios
Workflows
Microsoft Dynamics CRM 2011 - Process Architecture Defining Scope using Workflows in Microsoft Dynamics CRM 2011 Using the Workflow Process Step Editor in Microsoft Dynamics CRM 2011 Creating Child Workflows in Microsoft Dynamics CRM 2011 CRM 2011 Using Workflows vs. DialogsDialogs
Working with Dialogs in Microsoft Dynamics CRM 2011 Utilizing Dialogs in CRM 2011 for Record<CRM SDK
Web Resources
Client Script Scripting using Java ScriptRibbon and Sitemap Customizations
Solution Management
- Managed Solution
- Unmanaged Solution
- CRM Project Deployment
- Certifications for Microsoft Dynamics CRM 2011
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Progress with your complete daily interactive lessons and assignments. - Faculty Mentoring:
Turn in daily and weekly homework for personalized feedback from faculty. - Virtual Office Hours:
Live interaction with the faculty and other students around the world. - Hands on Live Projects:
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