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Dublin Microsoft Dynamics 365 CRM (Microsoft Dynamics CRM) Training for End Users


Dublin Microsoft Dynamics 365 CRM (Microsoft Dynamics CRM) Training for End Users

This course comprises of 5 sessions of 2 hours each. All sessions will follow the schedule below:

May 16th 2018 from 9 AM to 11 AM Pacific
May 17th 2018 from 9 AM to 11 AM Pacific
May 23rd 2018 from 9 AM to 11 AM Pacific
May 24th 2018 from 9 AM to 11 AM Pacific
May 30th 2018 from 9 AM to 11 AM Pacific

Course Overview
This is a virtual online Microsoft Dynamics 365 CRM entry level training for beginners and end users and power users that includes Navigation overview, UI walk-through, terminology, terms and concepts and the different modules including setting up accounts, contacts and activities, using the sales, customer service, and marketing processes within Microsoft Dynamics 365.
About this course

The duration of the course is 16 hours.
This course is structured according to the background and existing knowledge of the students.
The instructor(s) and the students together decide what they want to skip and what they want to learn based on this comprehensive course outline mentioned below. Instructor can add, edit the course outline to suit the class.

What you will learn in this course?

Microsoft Dynamics CRM Navigation and User Interface features and functionalities
Accessing Dynamics CRM over the web, Outlook and mobile
Working with records across the different Dynamics CRM clients.
User actions and privileges across different record types
Different Activity types, how to track activities and data in Outlook
Sales, Service, Marketing

What are the pre-requisites?

No prerequisite is required.
Some exposure to Microsoft Dynamics CRM application is helpful

High Level Course Outline

Work with customers
Manage sales operations
Manage leads and opportunities
Manage the product catalog
Work with opportunities and quotes
Work with orders and invoices
Manage sales metrics and goals
Work with reports and views
Work with charts and dashboards
Work with business process flows
Work with cases
Create cases
Maintain cases
Work with the Knowledge Base
Use queues
Work with charts and dashboards

Refund Policy

100% refund can be applied if request is initiated 24 before the 1st course session
If a class is rescheduled/cancelled by the organizer, registered students will be offered a credit towards any future course or a 100% refund.

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