Book Now

Microsoft Dynamics CRM - Introduction

Category: Customer Relationship Management (CRM), Microsoft Dynamics

Microsoft Dynamics CRM Concepts

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

  • 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

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.

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

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.

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

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 synchronized 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.

  • Integration with Outlook
  • Tracking Outlook items
  • Synchronizing records
  • Conditional formatting
  • Offline capability

Searching and Reporting

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

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


About SquareOne

SquareOne is among the UK's leading providers of IT training to businesses of all shapes and sizes. Our company pledge is to deliver inspiring, motivational and cost effective training which brings about tangible improvements in productivity. Through our training solutions, individuals are able to gain lifelong skills and realise their full potential whilst clients achieve their corporate goals. 

Who should attend?

This Course is aimed at those who  are new to Dynamics CRM and wish to get a basic knowledge of how to use CRM as an end user.

Prerequisites

Delegates should have a good level of PC and windows skills, but do not need prior experience with Dynamics CRM. A knowledge of Databases would be desirable

Objectives

This 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.

Course Duration

Duration: 1 Day

Course Contents

The subjects listed on the left are an outline. If there are any additional subjects you wish to cover, please feel free to call us prior to the course. All of our courses can be tailored to meet your business needs.

Course Dates 

View our full course schedule here.

Training Locations

Our open classroom courses are held in Merseyside where we have state of the art training facilities. We also provide in-house training solutions at any office location in the UK or Europe. We frequently deliver training in Liverpool, Wirral, Blackpool, Manchester, London, Chester, Warrington, Leeds, Cardiff, Birmingham, Edinburgh, Bristol, Sheffield, Glasgow, Leatherhead, Aberdeen and Ireland.

Closed courses can also be delivered in European countries such as Austria, Belgium, Denmark, Greece, France, Finland, Hungary, Italy, Ireland, Netherlands, Norway, Portugal, Spain, Poland, Sweden, Switzerland and off shore.... Either in English or local languages. 

Enquiry Form

* indicates required

Booking

Looking for in-house training that can be customised to you/your businesses exact needs? Contact us below for one of our team to contact you.

Upcoming Courses

Below are a list of upcoming dates and locations where this course is scheduled to take place.

Location Start Date Duration Cost

For more information about any of our courses please call +44 (0)151 650 6907,
email enquiries@squareonetraining.com or complete an enquiry form.

Back to top